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| Morningstar Return Rating: | High | | Year to Date Return: | 81.63% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 75.53% | |
Worst 1-Yr Total Return (2008): | -51.72% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IACFX | Category | Diff | Index* | Diff | | Year To Date | 81.63 | 66.10 | 15.53 | 29.91 | 51.72 | | 1-Month | 7.78 | 5.54 | 2.24 | 2.00 | 5.78 | | 3-Month | 21.05 | 13.38 | 7.67 | 4.58 | 16.47 | | 1-Year | 97.08 | 84.35 | 12.73 | 37.72 | 59.36 | | 3-Year | 19.68 | 7.50 | 12.18 | -5.52 | 25.2 | | 5-Year | N/A | 14.71 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.94 | 75.73 | 2.21 | 59.35 | 18.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.51 | 0.92 | 7.59 | -14.95 | 23.46 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IACFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.72 | -53.50 | 1.78 | | 2007 | | | 75.53 | 47.53 | 28.00 | | 2006 | | | N/A | 45.36 | N/A | | 2005 | | | N/A | 21.30 | N/A | | 2004 | | | N/A | 13.21 | N/A | | 2003 | | | N/A | 53.64 | N/A | | 2002 | | | N/A | -8.76 | N/A | | 2001 | | | N/A | -2.63 | N/A | | 2000 | | | N/A | -25.36 | N/A | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IACFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.51 | 39.34 | 10.50 | N/A | | 2008 | -25.91 | -4.62 | -21.65 | -12.80 | | 2007 | 5.81 | 27.61 | 37.64 | -5.55 | | 2006 | N/A | -1.30 | 4.15 | 31.60 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 160 | 15.00 | | 1-Month | 46 | 173 | 26.59 | | 3-Month | 11 | 171 | 6.43 | | 6-Month | 6 | 168 | 3.57 | | 1-Year | 19 | 148 | 12.84 | | 3-Year | 3 | 106 | 2.83 | | 5-Year | | 79 | N/A |
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0.03% Nasdaq 0.00%
Performance
