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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.33% | | 5-Year Average Return: | 2.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.88% | |
Worst 1-Yr Total Return (2008): | -9.08% | |
Best 3-Yr Total Return (2004-6): | 3.33% | |
Worst 3-Yr Total Return (2006-8): | -1.38% |
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| 1-Year: | 11.09% | | 3-Year: | 2.66% | | 5-Year: | 2.89% | | 10-Year: | 4.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UTACX | Category | Diff | Index* | Diff | | Year To Date | 15.33 | 11.05 | 4.28 | 12.53 | 2.8 | | 1-Month | 0.73 | 0.88 | -0.15 | 0.83 | -0.1 | | 3-Month | 2.87 | 1.98 | 0.89 | 2.25 | 0.62 | | 1-Year | 15.49 | 11.90 | 3.59 | 14.17 | 1.32 | | 3-Year | 1.94 | 3.31 | -1.37 | 4.17 | -2.23 | | 5-Year | 2.79 | 3.42 | -0.63 | 4.50 | -1.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.68 | 7.88 | 1.8 | 9.40 | 0.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.68 | 4.46 | -2.78 | 5.67 | -3.99 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UTACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.08 | -2.81 | -6.27 | | 2007 | | | 1.54 | 2.05 | -0.51 | | 2006 | | | 3.88 | 3.77 | 0.11 | | 2005 | | | 2.47 | 2.08 | 0.39 | | 2004 | | | 3.65 | 2.88 | 0.77 | | 2003 | | | 5.07 | 4.03 | 1.04 | | 2002 | | | 9.16 | 8.12 | 1.04 | | 2001 | | | 3.13 | 4.37 | -1.24 | | 2000 | | | 9.87 | 9.62 | 0.25 | | 1999 | | | -6.13 | -2.66 | -3.47 |
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| PAST QUARTERLY RETURNS (%) FOR
UTACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.14 | 2.92 | 6.29 | N/A | | 2008 | -1.64 | 0.88 | -5.07 | -3.46 | | 2007 | 0.38 | -1.15 | 1.57 | 0.76 | | 2006 | -0.09 | -0.52 | 3.57 | 0.92 | | 2005 | -0.46 | 2.87 | -0.44 | 0.51 | | 2004 | 1.51 | -2.51 | 3.64 | 1.06 | | 2003 | 1.40 | 2.70 | -0.13 | 1.02 | | 2002 | 1.01 | 3.82 | 4.73 | -0.61 | | 2001 | 1.18 | 0.52 | 2.37 | -0.95 | | 2000 | 3.13 | 0.81 | 1.99 | 3.61 | | 1999 | N/A | N/A | N/A | -2.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 33 | 255 | 12.94 | | 1-Month | 147 | 255 | 57.65 | | 3-Month | 15 | 255 | 5.88 | | 6-Month | 28 | 255 | 10.98 | | 1-Year | 18 | 254 | 7.09 | | 3-Year | 173 | 246 | 70.33 | | 5-Year | 148 | 236 | 62.71 |
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0.03% Nasdaq 
Performance
