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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.26% | | 5-Year Average Return: | 1.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.09% | |
Worst 1-Yr Total Return (2008): | -39.49% | |
Best 3-Yr Total Return (2004-6): | 18.52% | |
Worst 3-Yr Total Return (2006-8): | -7.95% |
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| 1-Year: | -14.04% | | 3-Year: | -9.14% | | 5-Year: | 1.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IAGEX | Category | Diff | Index* | Diff | | Year To Date | 21.26 | 31.75 | -10.49 | 29.91 | -8.65 | | 1-Month | 4.46 | 4.47 | -0.01 | 2.00 | 2.46 | | 3-Month | 7.39 | 7.37 | 0.02 | 4.58 | 2.81 | | 1-Year | 25.34 | 38.36 | -13.02 | 37.72 | -12.38 | | 3-Year | -8.30 | -4.57 | -3.73 | -5.52 | -2.78 | | 5-Year | 1.06 | 3.09 | -2.03 | 4.13 | -3.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.57 | 51.30 | 0.27 | 59.35 | -7.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.80 | -13.15 | -6.65 | -14.95 | -4.85 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IAGEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.49 | -41.91 | 2.42 | | 2007 | | | 2.25 | 11.28 | -9.03 | | 2006 | | | 26.09 | 19.72 | 6.37 | | 2005 | | | 7.01 | 11.61 | -4.60 | | 2004 | | | 23.38 | 15.27 | 8.11 | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IAGEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.82 | 19.88 | 16.64 | N/A | | 2008 | -6.42 | -7.89 | -9.40 | -22.52 | | 2007 | 2.17 | 4.03 | 0.14 | -3.93 | | 2006 | 7.46 | 1.30 | 5.99 | 9.28 | | 2005 | -1.67 | 1.45 | 4.78 | 2.37 | | 2004 | 3.83 | -0.69 | 5.44 | 13.48 | | 2003 | N/A | N/A | N/A | 15.56 | | 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 | 645 | 751 | 85.89 | | 1-Month | 232 | 830 | 27.95 | | 3-Month | 237 | 820 | 28.90 | | 6-Month | 310 | 776 | 39.95 | | 1-Year | 541 | 729 | 74.21 | | 3-Year | 359 | 528 | 67.99 | | 5-Year | 267 | 430 | 62.09 |
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0.00% Nasdaq 
0.74%
Performance
