|
| Morningstar Return Rating: | Average | | Year to Date Return: | 6.70% | | 5-Year Average Return: | 5.44% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.04% | |
Worst 1-Yr Total Return (2005): | 0.97% | |
Best 3-Yr Total Return (2006-8): | 6.28% | |
Worst 3-Yr Total Return (2005-7): | 3.91% |
|
| 1-Year: | 6.79% | | 3-Year: | 5.59% | | 5-Year: | 4.17% | | 10-Year: | 5.10% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IBASX | Category | Diff | Index* | Diff | | Year To Date | 6.70 | 14.86 | -8.16 | 7.61 | -0.91 | | 1-Month | 1.02 | 1.13 | -0.11 | 1.29 | -0.27 | | 3-Month | 1.64 | 3.76 | -2.12 | 2.86 | -1.22 | | 1-Year | 10.50 | 18.84 | -8.34 | 11.63 | -1.13 | | 3-Year | 7.27 | 4.58 | 2.69 | 6.40 | 0.87 | | 5-Year | 5.44 | 4.20 | 1.24 | 5.49 | -0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.56 | 13.91 | -8.35 | 7.06 | -1.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.58 | 6.57 | 4.01 | 7.94 | 2.64 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.04 | -4.70 | 12.74 | | 2007 | | | 7.41 | 4.70 | 2.71 | | 2006 | | | 3.46 | 4.15 | -0.69 | | 2005 | | | 0.97 | 1.80 | -0.83 | | 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
IBASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.05 | 1.75 | 2.50 | N/A | | 2008 | 2.48 | -0.99 | 0.10 | 6.37 | | 2007 | 1.56 | -0.22 | 3.11 | 2.79 | | 2006 | -0.51 | -0.02 | 2.92 | 1.06 | | 2005 | -0.92 | 2.15 | -0.75 | 0.52 | | 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 | 1058 | 1126 | 93.96 | | 1-Month | 1039 | 1168 | 88.96 | | 3-Month | 1134 | 1158 | 97.93 | | 6-Month | 1105 | 1140 | 96.93 | | 1-Year | 877 | 1120 | 78.30 | | 3-Year | 96 | 970 | 9.90 | | 5-Year | 158 | 854 | 18.50 |
|
|
|
|
|
0.10% Nasdaq 
0.27%
Performance
