|
| Morningstar Return Rating: | | | Year to Date Return: | 11.68% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -1.87% | |
Worst 1-Yr Total Return (2008): | -1.87% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IBRSX | Category | Diff | Index* | Diff | | Year To Date | 11.68 | 13.16 | -1.48 | 7.61 | 4.07 | | 1-Month | 2.44 | 2.46 | -0.02 | 1.29 | 1.15 | | 3-Month | 5.37 | 5.93 | -0.56 | 2.86 | 2.51 | | 1-Year | 18.08 | 19.71 | -1.63 | 11.63 | 6.45 | | 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) | 9.05 | 10.77 | -1.72 | 7.06 | 1.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.18 | -1.77 | 1.59 | 7.94 | -8.12 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBRSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.87 | -4.08 | 2.21 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
IBRSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.76 | 0.61 | 3.28 | N/A | | 2008 | 4.68 | -0.64 | -3.97 | -1.75 | | 2007 | N/A | N/A | 3.52 | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 97 | 158 | 61.39 | | 1-Month | 52 | 163 | 31.90 | | 3-Month | 107 | 160 | 66.88 | | 6-Month | 66 | 159 | 41.51 | | 1-Year | 94 | 157 | 59.87 | | 3-Year | | 138 | N/A | | 5-Year | | 86 | N/A |
|
|
|
|
|