SURFX - Hawaii Municipal Fund Class Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return0.57%
5-Year Average Return2.72%
Number of Years Up26
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)12.20%
Worst 1 Yr Total Return (Feb 3, 2019)-4.97%
Best 3-Yr Total Return12.20%
Worst 3-Yr Total Return0.26%

Trailing Returns (%) Vs. Benchmarks

ReturnSURFXCategory
YTD3.47%3.99%
1-Month0.28%0.36%
3-Month1.47%1.70%
1-Year4.52%5.25%
3-Year1.49%1.56%
5-Year2.52%2.58%
10-Year3.67%3.49%
Last Bull Market4.41%4.08%
Last Bear Market4.84%4.54%

Annual Total Return (%) History

Year
SURFXCategory
2019
N/AN/A
2018
0.35%0.66%
2017
3.54%3.59%
2016
0.22%-0.28%
2015
2.43%2.36%
2014
8.84%6.85%
2013
-2.67%-2.82%
2012
6.32%4.75%
2011
8.01%8.90%
2010
1.19%1.65%
2009
12.20%11.29%
2008
-4.97%-2.81%
2007
2.12%2.05%
2006
3.84%3.77%
2005
2.29%2.08%
2004
3.79%2.88%
2003
5.40%4.03%
2002
8.24%8.12%
2001
4.29%4.37%
2000
8.53%9.62%
1999
-1.95%-2.66%
1998
4.88%5.38%
1997
7.10%7.78%
1996
4.17%3.39%
1995
14.40%14.83%
1994
-5.42%-4.65%
1993
10.53%10.37%
1992
8.70%8.27%
1991
10.68%10.73%
1990
6.16%6.11%
1989
9.21%10.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20191.97%1.47%N/AN/A
2018-1.15%0.50%-0.24%1.26%
20170.84%1.32%0.86%0.47%
20161.27%1.78%-0.11%-2.66%
20150.86%-0.45%1.05%0.95%
20143.29%2.68%1.27%1.33%
20130.29%-2.74%-0.47%0.26%
20121.42%1.92%2.18%0.66%
20110.75%2.18%2.92%1.94%
20100.96%1.41%2.22%-3.31%
20093.27%2.93%5.09%0.45%
2008-0.75%0.64%-2.49%-2.43%
20070.53%-0.55%1.25%0.88%
20060.08%0.19%2.63%0.91%
2005-0.12%2.11%-0.27%0.57%
20041.52%-1.75%2.91%1.11%
20031.50%2.22%0.23%1.35%
20020.90%2.81%4.36%-0.01%
20011.55%0.83%2.12%-0.26%
20001.87%1.17%1.85%3.39%
19990.60%-0.95%-0.41%-1.19%
19981.03%1.14%1.90%0.73%
1997-0.14%2.68%2.43%1.98%
1996-0.80%0.81%2.15%1.97%
19956.01%2.01%2.31%3.39%
1994-4.41%0.33%0.61%-2.00%
19933.58%2.67%2.96%0.95%
19920.77%3.32%2.89%1.48%
19912.10%1.60%3.75%2.83%
19900.36%1.83%-0.27%4.16%
19891.30%3.78%2.06%1.79%

Rank In Category (By Total Return)

YTD89
1-Month88
3-Month89
1-Year88
3-Year55
5-Year57

Load Adjusted Returns

1-Year4.52%
3-Year1.49%
5-Year2.52%
10-Year3.67%