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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.39% | | 5-Year Average Return: | 0.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.16% | |
Worst 1-Yr Total Return (2008): | -39.99% | |
Best 3-Yr Total Return (2004-6): | 17.68% | |
Worst 3-Yr Total Return (2006-8): | -8.65% |
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| 1-Year: | -13.87% | | 3-Year: | -8.79% | | 5-Year: | 1.11% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IBGEX | Category | Diff | Index* | Diff | | Year To Date | 20.39 | 31.75 | -11.36 | 29.91 | -9.52 | | 1-Month | 4.37 | 4.47 | -0.1 | 2.00 | 2.37 | | 3-Month | 7.10 | 7.37 | -0.27 | 4.58 | 2.52 | | 1-Year | 24.36 | 38.36 | -14 | 37.72 | -13.36 | | 3-Year | -9.01 | -4.57 | -4.44 | -5.52 | -3.49 | | 5-Year | 0.28 | 3.09 | -2.81 | 4.13 | -3.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.84 | 51.30 | -0.46 | 59.35 | -8.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.41 | -13.15 | -7.26 | -14.95 | -5.46 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBGEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.99 | -41.91 | 1.92 | | 2007 | | | 1.51 | 11.28 | -9.77 | | 2006 | | | 25.16 | 19.72 | 5.44 | | 2005 | | | 6.28 | 11.61 | -5.33 | | 2004 | | | 22.53 | 15.27 | 7.26 | | 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
IBGEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.86 | 19.41 | 16.51 | N/A | | 2008 | -6.65 | -8.10 | -9.56 | -22.66 | | 2007 | 1.98 | 3.86 | -0.05 | -4.11 | | 2006 | 7.25 | 1.13 | 5.82 | 9.05 | | 2005 | -1.75 | 1.24 | 4.54 | 2.19 | | 2004 | 3.65 | -0.86 | 5.43 | 13.09 | | 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 | 660 | 751 | 87.88 | | 1-Month | 265 | 830 | 31.93 | | 3-Month | 262 | 820 | 31.95 | | 6-Month | 364 | 776 | 46.91 | | 1-Year | 555 | 729 | 76.13 | | 3-Year | 381 | 528 | 72.16 | | 5-Year | 296 | 430 | 68.84 |
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0.51% Nasdaq 
Performance
