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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.05% | | 5-Year Average Return: | 2.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.19% | |
Worst 1-Yr Total Return (2008): | -30.05% | |
Best 3-Yr Total Return (2005-7): | 7.79% | |
Worst 3-Yr Total Return (2006-8): | -6.23% |
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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 | IBBFX | Category | Diff | Index* | Diff | | Year To Date | 23.05 | 18.16 | 4.89 | N/A | N/A | | 1-Month | -1.16 | -1.24 | 0.08 | N/A | N/A | | 3-Month | 6.45 | 4.71 | 1.74 | N/A | N/A | | 1-Year | 17.12 | 15.73 | 1.39 | N/A | N/A | | 3-Year | -1.79 | -2.66 | 0.87 | N/A | N/A | | 5-Year | 2.47 | 2.10 | 0.37 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.23 | 33.32 | 5.91 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.08 | -8.51 | -1.57 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.05 | -28.00 | -2.05 | | 2007 | | | 7.94 | 5.99 | 1.95 | | 2006 | | | 9.19 | 11.29 | -2.10 | | 2005 | | | 6.25 | 5.13 | 1.12 | | 2004 | | | 7.29 | 8.86 | -1.57 | | 2003 | | | 15.63 | 20.35 | -4.72 | | 2002 | | | -11.07 | -12.02 | 0.95 | | 2001 | | | -2.56 | -5.05 | 2.49 | | 2000 | | | 3.61 | 1.82 | 1.79 | | 1999 | | | 11.56 | 10.71 | 0.85 |
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| PAST QUARTERLY RETURNS (%) FOR
IBBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.40 | 14.57 | 14.87 | N/A | | 2008 | -6.94 | 0.46 | -8.14 | -18.55 | | 2007 | 1.79 | 4.83 | 2.27 | -1.09 | | 2006 | 3.12 | -2.00 | 3.44 | 4.45 | | 2005 | -1.46 | 1.62 | 3.43 | 2.59 | | 2004 | 1.43 | -0.34 | -0.29 | 6.45 | | 2003 | -0.37 | 8.61 | 1.19 | 5.60 | | 2002 | -0.32 | -6.50 | -8.94 | 4.78 | | 2001 | -3.70 | 0.78 | -5.85 | 6.62 | | 2000 | 0.98 | 0.59 | 0.41 | 1.59 | | 1999 | N/A | N/A | N/A | 7.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 169 | 1211 | 13.96 | | 1-Month | 666 | 1258 | 52.94 | | 3-Month | 138 | 1256 | 10.99 | | 6-Month | 256 | 1220 | 20.98 | | 1-Year | 220 | 1204 | 18.27 | | 3-Year | 242 | 950 | 25.47 | | 5-Year | 227 | 796 | 28.52 |
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