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| Morningstar Return Rating: | Low | | Year to Date Return: | 12.42% | | 5-Year Average Return: | -0.56% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.12% | |
Worst 1-Yr Total Return (2008): | -30.20% | |
Best 3-Yr Total Return (2005-7): | 5.69% | |
Worst 3-Yr Total Return (2006-8): | -7.28% |
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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 | IDBAX | Category | Diff | Index* | Diff | | Year To Date | 12.42 | 18.16 | -5.74 | N/A | N/A | | 1-Month | -1.40 | -1.24 | -0.16 | N/A | N/A | | 3-Month | 4.56 | 4.71 | -0.15 | N/A | N/A | | 1-Year | 7.14 | 15.73 | -8.59 | N/A | N/A | | 3-Year | -5.68 | -2.66 | -3.02 | N/A | N/A | | 5-Year | -0.56 | 2.10 | -2.66 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.21 | 33.32 | -2.11 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.53 | -8.51 | -6.02 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.20 | -28.00 | -2.20 | | 2007 | | | 4.64 | 5.99 | -1.35 | | 2006 | | | 9.12 | 11.29 | -2.17 | | 2005 | | | 3.40 | 5.13 | -1.73 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IDBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.65 | 11.32 | 12.13 | N/A | | 2008 | -7.51 | -1.83 | -7.28 | -17.08 | | 2007 | 1.05 | 3.36 | 1.01 | -0.81 | | 2006 | 3.08 | -1.91 | 3.23 | 4.54 | | 2005 | -0.98 | 1.81 | 2.26 | 0.30 | | 2004 | N/A | N/A | N/A | 6.20 | | 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 | 1077 | 1211 | 88.93 | | 1-Month | 817 | 1258 | 64.94 | | 3-Month | 1004 | 1256 | 79.94 | | 6-Month | 890 | 1220 | 72.95 | | 1-Year | 866 | 1204 | 71.93 | | 3-Year | 665 | 950 | 70.00 | | 5-Year | 585 | 796 | 73.49 |
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