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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.94% | | 5-Year Average Return: | 4.23% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 7.12% | |
Worst 1-Yr Total Return (2008): | -17.97% | |
Best 3-Yr Total Return (2004-6): | 6.87% | |
Worst 3-Yr Total Return (2006-8): | -4.34% |
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| 1-Year: | 6.68% | | 3-Year: | 1.04% | | 5-Year: | 3.54% | | 10-Year: | 4.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UMUHX | Category | Diff | Index* | Diff | | Year To Date | 28.94 | 29.48 | -0.54 | 11.61 | 17.33 | | 1-Month | -0.59 | -2.20 | 1.61 | -2.10 | 1.51 | | 3-Month | 10.18 | 10.14 | 0.04 | 3.15 | 7.03 | | 1-Year | 18.96 | 16.26 | 2.7 | 13.60 | 5.36 | | 3-Year | 2.12 | -2.03 | 4.15 | 4.17 | -2.05 | | 5-Year | 4.23 | 1.59 | 2.64 | 4.15 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.88 | 22.77 | -2.89 | 9.40 | 10.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.47 | -6.33 | 4.86 | 5.67 | -7.14 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UMUHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.97 | -25.27 | 7.30 | | 2007 | | | -0.14 | -3.31 | 3.17 | | 2006 | | | 6.86 | 7.14 | -0.28 | | 2005 | | | 7.12 | 6.35 | 0.77 | | 2004 | | | 6.64 | 6.57 | 0.07 | | 2003 | | | 5.12 | 7.01 | -1.89 | | 2002 | | | 5.79 | 6.29 | -0.50 | | 2001 | | | 5.17 | 5.41 | -0.24 | | 2000 | | | 5.39 | 5.54 | -0.15 | | 1999 | | | -5.22 | -3.71 | -1.51 |
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| PAST QUARTERLY RETURNS (%) FOR
UMUHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.74 | 6.29 | 12.23 | N/A | | 2008 | -1.91 | 1.21 | -3.80 | -14.10 | | 2007 | 1.12 | -0.24 | 0.37 | -1.37 | | 2006 | 1.23 | 1.43 | 2.65 | 1.39 | | 2005 | 1.54 | 2.88 | 0.68 | 1.86 | | 2004 | 2.25 | -1.37 | 3.48 | 2.19 | | 2003 | 0.45 | 2.22 | 0.40 | 1.96 | | 2002 | 0.07 | 2.59 | 2.85 | 0.18 | | 2001 | 1.73 | 1.48 | 2.14 | -0.26 | | 2000 | 1.44 | 1.23 | 1.52 | 1.10 | | 1999 | N/A | N/A | N/A | -3.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 70 | 150 | 46.67 | | 1-Month | 1 | 152 | 0.66 | | 3-Month | 68 | 152 | 44.74 | | 6-Month | 76 | 150 | 50.67 | | 1-Year | 24 | 148 | 16.22 | | 3-Year | 5 | 129 | 3.88 | | 5-Year | 3 | 107 | 2.80 |
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0.50% Nasdaq 0.00%
Performance
