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| Morningstar Return Rating: | Above average | | Year to Date Return: | 0.41% | | 5-Year Average Return: | 3.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 16.98% | |
Worst 1-Yr Total Return (2008): | -7.76% | |
Best 3-Yr Total Return (2005-7): | 3.16% | |
Worst 3-Yr Total Return (2006-8): | -0.81% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USNYX | Category | Diff | Index* | Diff | | Year To Date | 0.41 | 0.47 | -0.06 | 0.52 | -0.11 | | 1-Month | 0.41 | 0.47 | -0.06 | 0.52 | -0.11 | | 3-Month | 1.76 | 1.79 | -0.03 | 1.69 | 0.07 | | 1-Year | 12.69 | 13.57 | -0.88 | 9.49 | 3.2 | | 3-Year | 3.17 | 3.02 | 0.15 | 4.68 | -1.51 | | 5-Year | 3.29 | 3.20 | 0.09 | 4.23 | -0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.36 | 12.73 | -0.37 | 9.40 | 2.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.45 | 2.86 | 0.59 | 5.67 | -2.22 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USNYX | Category | Diff | | 2009 | | | 16.98 | 18.31 | -1.33 | | 2008 | | | -7.76 | -9.21 | 1.45 | | 2007 | | | 1.19 | 1.50 | -0.31 | | 2006 | | | 4.55 | 4.77 | -0.22 | | 2005 | | | 3.76 | 3.25 | 0.51 | | 2004 | | | 4.74 | 3.69 | 1.05 | | 2003 | | | 5.57 | 4.96 | 0.61 | | 2002 | | | 9.54 | 8.91 | 0.63 | | 2001 | | | 4.38 | 3.83 | 0.55 | | 2000 | | | 14.86 | 11.93 | 2.93 |
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| PAST QUARTERLY RETURNS (%) FOR
USNYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.54 | 3.14 | 8.72 | -1.15 | | 2008 | -1.31 | 1.46 | -5.05 | -2.99 | | 2007 | 0.68 | -0.81 | 0.89 | 0.44 | | 2006 | 0.13 | -0.22 | 3.53 | 1.08 | | 2005 | -0.30 | 3.51 | -0.26 | 0.80 | | 2004 | 1.35 | -2.36 | 4.16 | 1.62 | | 2003 | 1.21 | 2.46 | 0.07 | 1.73 | | 2002 | 0.94 | 3.21 | 5.42 | -0.26 | | 2001 | 2.18 | 0.49 | 2.60 | -0.91 | | 2000 | 3.66 | 1.80 | 2.56 | 6.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 120 | 50.00 | | 1-Month | 57 | 120 | 47.50 | | 3-Month | 63 | 120 | 52.50 | | 6-Month | 44 | 120 | 36.67 | | 1-Year | 35 | 116 | 30.17 | | 3-Year | 50 | 112 | 44.64 | | 5-Year | 40 | 109 | 36.70 |
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1.52% Nasdaq 0.00%
0.01 (0.09%) 
Performance
