|
| Morningstar Return Rating: | | | Year to Date Return: | 13.41% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -9.71% | |
Worst 1-Yr Total Return (2008): | -9.71% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IABPX | Category | Diff | Index* | Diff | | Year To Date | 13.41 | 14.86 | -1.45 | 7.61 | 5.8 | | 1-Month | 1.23 | 1.13 | 0.1 | 1.29 | -0.06 | | 3-Month | 3.45 | 3.76 | -0.31 | 2.86 | 0.59 | | 1-Year | 17.58 | 18.84 | -1.26 | 11.63 | 5.95 | | 3-Year | N/A | 4.58 | N/A | 6.40 | N/A | | 5-Year | N/A | 4.20 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.97 | 13.91 | -0.94 | 7.06 | 5.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.00 | 6.57 | -5.57 | 7.94 | -6.94 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IABPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.71 | -4.70 | -5.01 | | 2007 | | | N/A | 4.70 | N/A | | 2006 | | | N/A | 4.15 | N/A | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IABPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.11 | 5.88 | 5.28 | N/A | | 2008 | -0.70 | 0.10 | -5.64 | -3.74 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 596 | 1126 | 52.93 | | 1-Month | 700 | 1168 | 59.93 | | 3-Month | 648 | 1158 | 55.96 | | 6-Month | 661 | 1140 | 57.98 | | 1-Year | 493 | 1120 | 44.02 | | 3-Year | | 970 | N/A | | 5-Year | | 854 | N/A |
|
|
|
|
|