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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.14% | | 5-Year Average Return: | 2.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.10% | |
Worst 1-Yr Total Return (2008): | -9.56% | |
Best 3-Yr Total Return (2004-6): | 3.29% | |
Worst 3-Yr Total Return (2006-8): | -1.34% |
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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 | IBOYX | Category | Diff | Index* | Diff | | Year To Date | 15.14 | 14.86 | 0.28 | 7.61 | 7.53 | | 1-Month | 1.41 | 1.13 | 0.28 | 1.29 | 0.12 | | 3-Month | 5.11 | 3.76 | 1.35 | 2.86 | 2.25 | | 1-Year | 16.57 | 18.84 | -2.27 | 11.63 | 4.94 | | 3-Year | 1.85 | 4.58 | -2.73 | 6.40 | -4.55 | | 5-Year | 2.56 | 4.20 | -1.64 | 5.49 | -2.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.16 | 13.91 | -0.75 | 7.06 | 6.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.02 | 6.57 | -2.55 | 7.94 | -3.92 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBOYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.56 | -4.70 | -4.86 | | 2007 | | | 2.02 | 4.70 | -2.68 | | 2006 | | | 4.10 | 4.15 | -0.05 | | 2005 | | | 1.72 | 1.80 | -0.08 | | 2004 | | | 4.06 | 3.91 | 0.15 | | 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
IBOYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.46 | 4.62 | 6.68 | N/A | | 2008 | -2.04 | -1.78 | -2.18 | -3.90 | | 2007 | 1.64 | -0.80 | 0.81 | 0.37 | | 2006 | -0.63 | 0.02 | 3.58 | 1.11 | | 2005 | -0.56 | 2.69 | -0.74 | 0.35 | | 2004 | 2.87 | -2.97 | 3.28 | 0.95 | | 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 | 495 | 1126 | 43.96 | | 1-Month | 513 | 1168 | 43.92 | | 3-Month | 208 | 1158 | 17.96 | | 6-Month | 319 | 1140 | 27.98 | | 1-Year | 535 | 1120 | 47.77 | | 3-Year | 703 | 970 | 72.47 | | 5-Year | 626 | 854 | 73.30 |
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0.28% Nasdaq 0.00%
Performance
