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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.55% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.09% | |
Worst 1-Yr Total Return (2008): | -10.58% | |
Best 3-Yr Total Return (2004-6): | 2.24% | |
Worst 3-Yr Total Return (2006-8): | -2.42% |
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| 1-Year: | 1.05% | | 3-Year: | -0.66% | | 5-Year: | 0.50% | | 10-Year: | 3.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IBOBX | Category | Diff | Index* | Diff | | Year To Date | 13.55 | 14.86 | -1.31 | 7.61 | 5.94 | | 1-Month | 1.34 | 1.13 | 0.21 | 1.29 | 0.05 | | 3-Month | 4.72 | 3.76 | 0.96 | 2.86 | 1.86 | | 1-Year | 14.81 | 18.84 | -4.03 | 11.63 | 3.18 | | 3-Year | 0.59 | 4.58 | -3.99 | 6.40 | -5.81 | | 5-Year | 1.37 | 4.20 | -2.83 | 5.49 | -4.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.10 | 13.91 | -1.81 | 7.06 | 5.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.47 | 6.57 | -4.1 | 7.94 | -5.47 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.58 | -4.70 | -5.88 | | 2007 | | | 0.90 | 4.70 | -3.80 | | 2006 | | | 2.98 | 4.15 | -1.17 | | 2005 | | | 0.68 | 1.80 | -1.12 | | 2004 | | | 3.09 | 3.91 | -0.82 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
IBOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.04 | 4.24 | 6.23 | N/A | | 2008 | -2.27 | -2.02 | -2.46 | -4.27 | | 2007 | 1.25 | -1.01 | 0.57 | 0.10 | | 2006 | -0.90 | -0.24 | 3.30 | 0.84 | | 2005 | -0.81 | 2.43 | -1.01 | 0.10 | | 2004 | 2.61 | -3.14 | 3.02 | 0.69 | | 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 | 585 | 1126 | 51.95 | | 1-Month | 478 | 1168 | 40.92 | | 3-Month | 277 | 1158 | 23.92 | | 6-Month | 433 | 1140 | 37.98 | | 1-Year | 608 | 1120 | 54.29 | | 3-Year | 753 | 970 | 77.63 | | 5-Year | 672 | 854 | 78.69 |
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1.27% Nasdaq 
0.04 (0.41%) 
Performance
