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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.12% | | 5-Year Average Return: | 3.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.70% | |
Worst 1-Yr Total Return (2008): | -8.24% | |
Best 3-Yr Total Return (2004-6): | 4.16% | |
Worst 3-Yr Total Return (2006-8): | -0.59% |
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| 1-Year: | 8.47% | | 3-Year: | 2.05% | | 5-Year: | 2.85% | | 10-Year: | 4.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UTAHX | Category | Diff | Index* | Diff | | Year To Date | 15.12 | 10.18 | 4.94 | 11.61 | 3.51 | | 1-Month | -1.34 | -1.87 | 0.53 | -2.10 | 0.76 | | 3-Month | 3.76 | 2.32 | 1.44 | 3.15 | 0.61 | | 1-Year | 14.65 | 11.23 | 3.42 | 13.60 | 1.05 | | 3-Year | 2.78 | 3.24 | -0.46 | 4.17 | -1.39 | | 5-Year | 3.22 | 3.05 | 0.17 | 4.15 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.19 | 7.93 | 2.26 | 9.40 | 0.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.40 | 4.52 | -2.12 | 5.67 | -3.27 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UTAHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.24 | -2.81 | -5.43 | | 2007 | | | 2.25 | 2.05 | 0.20 | | 2006 | | | 4.70 | 3.77 | 0.93 | | 2005 | | | 3.39 | 2.08 | 1.31 | | 2004 | | | 4.39 | 2.88 | 1.51 | | 2003 | | | 6.05 | 4.03 | 2.02 | | 2002 | | | 9.98 | 8.12 | 1.86 | | 2001 | | | 4.15 | 4.37 | -0.22 | | 2000 | | | 10.96 | 9.62 | 1.34 | | 1999 | | | -5.17 | -2.66 | -2.51 |
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| PAST QUARTERLY RETURNS (%) FOR
UTAHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.23 | 3.24 | 6.39 | N/A | | 2008 | -1.44 | 1.18 | -4.98 | -3.16 | | 2007 | 0.57 | -1.04 | 1.77 | 0.96 | | 2006 | 0.00 | -0.32 | 3.87 | 1.12 | | 2005 | -0.27 | 3.08 | -0.23 | 0.81 | | 2004 | 1.61 | -2.32 | 3.97 | 1.16 | | 2003 | 1.65 | 3.00 | -0.02 | 1.32 | | 2002 | 1.10 | 4.04 | 4.98 | -0.40 | | 2001 | 1.41 | 0.79 | 2.62 | -0.71 | | 2000 | 3.39 | 0.96 | 2.34 | 3.87 | | 1999 | N/A | N/A | N/A | -1.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 23 | 257 | 8.95 | | 1-Month | 77 | 257 | 29.96 | | 3-Month | 30 | 257 | 11.67 | | 6-Month | 28 | 257 | 10.89 | | 1-Year | 11 | 256 | 4.30 | | 3-Year | 136 | 247 | 55.06 | | 5-Year | 72 | 237 | 30.38 |
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1.00% Nasdaq 0.00%
0.01 (0.10%) 
Performance
