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| Morningstar Return Rating: | | | Year to Date Return: | 12.27% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -1.62% | |
Worst 1-Yr Total Return (2008): | -1.62% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IBRIX | Category | Diff | Index* | Diff | | Year To Date | 12.27 | 13.16 | -0.89 | 7.61 | 4.66 | | 1-Month | 2.46 | 2.46 | 0 | 1.29 | 1.17 | | 3-Month | 5.43 | 5.93 | -0.5 | 2.86 | 2.57 | | 1-Year | 18.60 | 19.71 | -1.11 | 11.63 | 6.97 | | 3-Year | N/A | 5.21 | N/A | 6.40 | N/A | | 5-Year | N/A | 4.84 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.31 | 10.77 | -1.46 | 7.06 | 2.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.36 | -1.77 | 2.13 | 7.94 | -7.58 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.62 | -4.08 | 2.46 | | 2007 | | | N/A | 9.86 | N/A | | 2006 | | | N/A | 0.09 | N/A | | 2005 | | | N/A | 2.09 | N/A | | 2004 | | | N/A | 7.48 | N/A | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IBRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.03 | 0.82 | 3.30 | N/A | | 2008 | 4.71 | -0.43 | -4.01 | -1.69 | | 2007 | N/A | N/A | 3.61 | 4.68 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 80 | 158 | 50.63 | | 1-Month | 35 | 163 | 21.47 | | 3-Month | 105 | 160 | 65.63 | | 6-Month | 55 | 159 | 34.59 | | 1-Year | 87 | 157 | 55.41 | | 3-Year | | 138 | N/A | | 5-Year | | 86 | N/A |
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0.28% Nasdaq 0.00%
Performance
