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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.62% | | 5-Year Average Return: | 0.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 27.97% | |
Worst 1-Yr Total Return (2008): | -41.25% | |
Best 3-Yr Total Return (2004-6): | 16.55% | |
Worst 3-Yr Total Return (2006-8): | -10.44% |
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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 | IBSSX | Category | Diff | Index* | Diff | | Year To Date | 27.62 | 25.65 | 1.97 | 24.07 | 3.55 | | 1-Month | 1.43 | 3.38 | -1.95 | 6.00 | -4.57 | | 3-Month | 3.44 | 3.71 | -0.27 | 7.91 | -4.47 | | 1-Year | 34.03 | 31.83 | 2.2 | 25.39 | 8.64 | | 3-Year | -7.32 | -7.28 | -0.04 | -5.79 | -1.53 | | 5-Year | 0.64 | -0.38 | 1.02 | 0.71 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.00 | 53.06 | -3.06 | 45.76 | 4.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.05 | -19.68 | 1.63 | -18.25 | 0.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IBSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.25 | -41.55 | 0.30 | | 2007 | | | 6.11 | 7.59 | -1.48 | | 2006 | | | 15.24 | 10.81 | 4.43 | | 2005 | | | 7.35 | 6.02 | 1.33 | | 2004 | | | 27.97 | 12.41 | 15.56 | | 2003 | | | 33.45 | 45.54 | -12.09 | | 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
IBSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.32 | 20.42 | 13.76 | N/A | | 2008 | -13.06 | -0.71 | -6.82 | -26.96 | | 2007 | 2.95 | 4.40 | 1.42 | -2.65 | | 2006 | 12.39 | -4.27 | -2.88 | 10.29 | | 2005 | 1.00 | 2.78 | 0.58 | 2.82 | | 2004 | 7.96 | 1.82 | -0.08 | 16.51 | | 2003 | -2.74 | 17.72 | 5.48 | 10.49 | | 2002 | N/A | N/A | -9.37 | 0.57 | | 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 | 322 | 786 | 40.97 | | 1-Month | 758 | 816 | 92.89 | | 3-Month | 187 | 815 | 22.94 | | 6-Month | 521 | 802 | 64.96 | | 1-Year | 311 | 781 | 39.82 | | 3-Year | 322 | 667 | 48.28 | | 5-Year | 192 | 563 | 34.10 |
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0.20% Nasdaq 0.00%
Performance
