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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.56% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.07% | |
Worst 1-Yr Total Return (2008): | -22.97% | |
Best 3-Yr Total Return (2006-8): | -4.60% | |
Worst 3-Yr Total Return (2006-8): | -4.60% |
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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 | IBBCX | Category | Diff | Index* | Diff | | Year To Date | 17.56 | 19.41 | -1.85 | N/A | N/A | | 1-Month | 2.01 | 2.38 | -0.37 | N/A | N/A | | 3-Month | 4.90 | 4.88 | 0.02 | N/A | N/A | | 1-Year | 18.22 | 23.37 | -5.15 | N/A | N/A | | 3-Year | -1.48 | 0.45 | -1.93 | N/A | N/A | | 5-Year | N/A | 2.90 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.25 | 25.19 | -2.94 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.15 | -3.19 | -5.96 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.97 | -18.61 | -4.36 | | 2007 | | | 5.27 | 4.53 | 0.74 | | 2006 | | | 7.07 | 8.16 | -1.09 | | 2005 | | | N/A | 2.97 | N/A | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IBBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.90 | 10.15 | 8.87 | N/A | | 2008 | -3.61 | -0.47 | -6.40 | -14.21 | | 2007 | 1.74 | 2.25 | 1.76 | -0.56 | | 2006 | 2.02 | -0.47 | 2.46 | 2.91 | | 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 | 408 | 639 | 63.85 | | 1-Month | 255 | 655 | 38.93 | | 3-Month | 274 | 653 | 41.96 | | 6-Month | 388 | 647 | 59.97 | | 1-Year | 393 | 635 | 61.89 | | 3-Year | 354 | 514 | 68.87 | | 5-Year | | 349 | N/A |
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0.20% Nasdaq 
Performance
