|
| Morningstar Return Rating: | Average | | Year to Date Return: | 6.26% | | 5-Year Average Return: | 4.56% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.04% | |
Worst 1-Yr Total Return (2005): | 0.42% | |
Best 3-Yr Total Return (2006-8): | 5.16% | |
Worst 3-Yr Total Return (2005-7): | 2.95% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IBLSX | Category | Diff | Index* | Diff | | Year To Date | 6.26 | 14.86 | -8.6 | 7.61 | -1.35 | | 1-Month | 0.99 | 1.13 | -0.14 | 1.29 | -0.3 | | 3-Month | 1.46 | 3.76 | -2.3 | 2.86 | -1.4 | | 1-Year | 10.10 | 18.84 | -8.74 | 11.63 | -1.53 | | 3-Year | 6.24 | 4.58 | 1.66 | 6.40 | -0.16 | | 5-Year | 4.56 | 4.20 | 0.36 | 5.49 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.40 | 13.91 | -8.51 | 7.06 | -1.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.17 | 6.57 | 3.6 | 7.94 | 2.23 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBLSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.04 | -4.70 | 11.74 | | 2007 | | | 5.81 | 4.70 | 1.11 | | 2006 | | | 2.70 | 4.15 | -1.45 | | 2005 | | | 0.42 | 1.80 | -1.38 | | 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
IBLSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.83 | 1.69 | 2.44 | N/A | | 2008 | 1.98 | -1.17 | 0.02 | 6.18 | | 2007 | 1.46 | -0.43 | 2.91 | 1.77 | | 2006 | -0.69 | -0.20 | 2.73 | 0.86 | | 2005 | -1.01 | 2.05 | -0.90 | 0.31 | | 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 | 1080 | 1126 | 95.91 | | 1-Month | 1074 | 1168 | 91.95 | | 3-Month | 1134 | 1158 | 97.93 | | 6-Month | 1117 | 1140 | 97.98 | | 1-Year | 891 | 1120 | 79.55 | | 3-Year | 252 | 970 | 25.98 | | 5-Year | 384 | 854 | 44.96 |
|
|
|
|
|
0.20% Nasdaq 
0.02 (0.19%) 
Performance
