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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.01% | | 5-Year Average Return: | 2.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.79% | |
Worst 1-Yr Total Return (2008): | -31.75% | |
Best 3-Yr Total Return (2004-6): | 12.64% | |
Worst 3-Yr Total Return (2006-8): | -4.62% |
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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 | IBSCX | Category | Diff | Index* | Diff | | Year To Date | 14.01 | 21.65 | -7.64 | 17.05 | -3.04 | | 1-Month | -4.99 | -5.90 | 0.91 | -1.86 | -3.13 | | 3-Month | 1.81 | 2.07 | -0.26 | 5.48 | -3.67 | | 1-Year | 7.71 | 13.17 | -5.46 | 9.80 | -2.09 | | 3-Year | -4.37 | -7.45 | 3.08 | -7.02 | 2.65 | | 5-Year | 2.85 | 0.22 | 2.63 | 0.33 | 2.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.01 | 52.20 | -0.19 | 45.76 | 6.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.67 | -18.89 | -2.78 | -18.25 | -3.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.75 | -41.55 | 9.80 | | 2007 | | | 10.01 | 7.59 | 2.42 | | 2006 | | | 15.57 | 10.81 | 4.76 | | 2005 | | | 4.09 | 6.02 | -1.93 | | 2004 | | | 18.79 | 12.41 | 6.38 | | 2003 | | | 43.80 | 45.54 | -1.74 | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IBSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.71 | 21.90 | 15.42 | N/A | | 2008 | -8.11 | 4.35 | -4.52 | -25.45 | | 2007 | 4.91 | 7.05 | 2.70 | -4.62 | | 2006 | 11.24 | -4.45 | 0.05 | 8.67 | | 2005 | -8.22 | 5.56 | 7.87 | -0.39 | | 2004 | 4.83 | 1.21 | -1.52 | 13.69 | | 2003 | -1.60 | 24.78 | 4.29 | 12.29 | | 2002 | N/A | N/A | N/A | 11.55 | | 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 | 671 | 790 | 84.94 | | 1-Month | 377 | 820 | 45.98 | | 3-Month | 671 | 819 | 81.93 | | 6-Month | 664 | 800 | 83.00 | | 1-Year | 523 | 783 | 66.79 | | 3-Year | 97 | 669 | 14.50 | | 5-Year | 88 | 554 | 15.88 |
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0.05% Nasdaq 
Performance
