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| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.89% | | 5-Year Average Return: | 3.19% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 3.54% | |
Worst 1-Yr Total Return (2008): | 1.32% | |
Best 3-Yr Total Return (2005-7): | 2.88% | |
Worst 3-Yr Total Return (2004-6): | 2.27% |
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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 | USSTX | Category | Diff | Index* | Diff | | Year To Date | 5.89 | 4.80 | 1.09 | 11.61 | -5.72 | | 1-Month | -0.25 | -0.61 | 0.36 | -2.10 | 1.85 | | 3-Month | 1.29 | 0.71 | 0.58 | 3.15 | -1.86 | | 1-Year | 5.95 | 5.35 | 0.6 | 13.60 | -7.65 | | 3-Year | 3.67 | 3.05 | 0.62 | 4.17 | -0.5 | | 5-Year | 3.19 | 2.63 | 0.56 | 4.15 | -0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.87 | 3.41 | 0.46 | 9.40 | -5.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.39 | 2.90 | 0.49 | 5.67 | -2.28 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.32 | 0.86 | 0.46 | | 2007 | | | 3.32 | 3.31 | 0.01 | | 2006 | | | 3.54 | 2.95 | 0.59 | | 2005 | | | 1.78 | 1.21 | 0.57 | | 2004 | | | 1.52 | 1.19 | 0.33 | | 2003 | | | 2.97 | 2.44 | 0.53 | | 2002 | | | 4.97 | 5.39 | -0.42 | | 2001 | | | 5.10 | 4.77 | 0.33 | | 2000 | | | 6.03 | 5.87 | 0.16 | | 1999 | | | 1.78 | 0.74 | 1.04 |
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| PAST QUARTERLY RETURNS (%) FOR
USSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.35 | 1.43 | 2.25 | N/A | | 2008 | 1.30 | 0.38 | 0.24 | -0.59 | | 2007 | 0.80 | 0.27 | 1.32 | 0.89 | | 2006 | 0.57 | 0.53 | 1.58 | 0.82 | | 2005 | -0.07 | 0.97 | 0.42 | 0.44 | | 2004 | 0.70 | -0.85 | 1.28 | 0.40 | | 2003 | 0.93 | 1.09 | 0.47 | 0.45 | | 2002 | 0.51 | 1.97 | 1.95 | 0.45 | | 2001 | 1.96 | 1.10 | 1.74 | 0.21 | | 2000 | 1.05 | 1.30 | 1.64 | 1.92 | | 1999 | N/A | N/A | N/A | 0.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 34 | 139 | 24.46 | | 1-Month | 42 | 152 | 27.63 | | 3-Month | 33 | 150 | 22.00 | | 6-Month | 34 | 143 | 23.78 | | 1-Year | 48 | 133 | 36.09 | | 3-Year | 41 | 123 | 33.33 | | 5-Year | 28 | 117 | 23.93 |
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0.27% Nasdaq 
Performance
