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| Morningstar Return Rating: | Low | | Year to Date Return: | 15.03% | | 5-Year Average Return: | 2.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.37% | |
Worst 1-Yr Total Return (2008): | -9.50% | |
Best 3-Yr Total Return (2004-6): | 3.45% | |
Worst 3-Yr Total Return (2006-8): | -1.29% |
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| 1-Year: | 1.45% | | 3-Year: | -0.48% | | 5-Year: | 0.87% | | 10-Year: | 3.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IBOAX | Category | Diff | Index* | Diff | | Year To Date | 15.03 | 14.86 | 0.17 | 7.61 | 7.42 | | 1-Month | 1.42 | 1.13 | 0.29 | 1.29 | 0.13 | | 3-Month | 5.08 | 3.76 | 1.32 | 2.86 | 2.22 | | 1-Year | 16.45 | 18.84 | -2.39 | 11.63 | 4.82 | | 3-Year | 1.84 | 4.58 | -2.74 | 6.40 | -4.56 | | 5-Year | 2.60 | 4.20 | -1.6 | 5.49 | -2.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.06 | 13.91 | -0.85 | 7.06 | 6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.95 | 6.57 | -2.62 | 7.94 | -3.99 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.50 | -4.70 | -4.80 | | 2007 | | | 2.03 | 4.70 | -2.67 | | 2006 | | | 4.15 | 4.15 | 0.00 | | 2005 | | | 1.85 | 1.80 | 0.05 | | 2004 | | | 4.37 | 3.91 | 0.46 | | 2003 | | | 4.66 | 5.10 | -0.44 | | 2002 | | | 9.78 | 8.04 | 1.74 | | 2001 | | | 8.00 | 7.64 | 0.36 | | 2000 | | | 10.64 | 9.44 | 1.20 | | 1999 | | | -2.57 | -1.35 | -1.22 |
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| PAST QUARTERLY RETURNS (%) FOR
IBOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.42 | 4.60 | 6.63 | N/A | | 2008 | -2.02 | -1.76 | -2.16 | -3.90 | | 2007 | 1.52 | -0.74 | 0.87 | 0.39 | | 2006 | -0.61 | 0.05 | 3.59 | 1.12 | | 2005 | -0.51 | 2.72 | -0.71 | 0.38 | | 2004 | 2.73 | -2.72 | 3.40 | 1.00 | | 2003 | 1.76 | 2.87 | -0.34 | 0.32 | | 2002 | 0.07 | 3.76 | 4.57 | 1.10 | | 2001 | 3.24 | 0.24 | 5.02 | -0.62 | | 2000 | 2.28 | 0.56 | 2.84 | 4.60 | | 1999 | N/A | N/A | N/A | -0.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 495 | 1126 | 43.96 | | 1-Month | 385 | 1168 | 32.96 | | 3-Month | 196 | 1158 | 16.93 | | 6-Month | 330 | 1140 | 28.95 | | 1-Year | 534 | 1120 | 47.68 | | 3-Year | 700 | 970 | 72.16 | | 5-Year | 625 | 854 | 73.19 |
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0.83% Nasdaq 
0.04 (0.41%) 
Performance
