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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.37% | | 5-Year Average Return: | 3.55% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.26% | |
Worst 1-Yr Total Return (2008): | -26.11% | |
Best 3-Yr Total Return (2005-7): | 7.68% | |
Worst 3-Yr Total Return (2006-8): | -1.92% |
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| 1-Year: | -5.53% | | 3-Year: | -2.10% | | 5-Year: | 2.37% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ICRDX | Category | Diff | Index* | Diff | | Year To Date | 24.37 | 25.10 | -0.73 | 24.07 | 0.3 | | 1-Month | 5.41 | 5.28 | 0.13 | 6.00 | -0.59 | | 3-Month | 9.61 | 7.01 | 2.6 | 7.91 | 1.7 | | 1-Year | 27.31 | 28.01 | -0.7 | 25.39 | 1.92 | | 3-Year | 0.45 | -5.87 | 6.32 | -5.79 | 6.24 | | 5-Year | 3.55 | 0.64 | 2.91 | 0.71 | 2.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.69 | 46.08 | -14.39 | 45.76 | -14.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.33 | -17.41 | 6.08 | -18.25 | 6.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ICRDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.11 | -37.79 | 11.68 | | 2007 | | | 8.90 | 6.16 | 2.74 | | 2006 | | | 17.26 | 14.17 | 3.09 | | 2005 | | | -2.21 | 5.88 | -8.09 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ICRDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.58 | 13.19 | 11.28 | N/A | | 2008 | -4.69 | -1.67 | -7.44 | -14.82 | | 2007 | 3.53 | 5.68 | 1.04 | -1.49 | | 2006 | 6.47 | 0.57 | 4.15 | 5.15 | | 2005 | -5.73 | 2.81 | -0.10 | 1.00 | | 2004 | N/A | 0.89 | 1.58 | 9.86 | | 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 | 909 | 2021 | 44.98 | | 1-Month | 84 | 2113 | 3.98 | | 3-Month | 62 | 2091 | 2.97 | | 6-Month | 1424 | 2064 | 68.99 | | 1-Year | 757 | 2011 | 37.64 | | 3-Year | 9 | 1707 | 0.53 | | 5-Year | 71 | 1360 | 5.22 |
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0.47% Nasdaq 
Performance
