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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.77% | | 5-Year Average Return: | 4.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.55% | |
Worst 1-Yr Total Return (2008): | -6.14% | |
Best 3-Yr Total Return (2005-7): | 4.26% | |
Worst 3-Yr Total Return (2006-8): | 1.33% |
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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 | IDBYX | Category | Diff | Index* | Diff | | Year To Date | 14.77 | 13.54 | 1.23 | 6.24 | 8.53 | | 1-Month | 0.69 | 0.89 | -0.2 | 0.49 | 0.2 | | 3-Month | 3.45 | 4.14 | -0.69 | 2.60 | 0.85 | | 1-Year | 16.71 | 17.86 | -1.15 | 13.79 | 2.92 | | 3-Year | 4.80 | 4.54 | 0.26 | 6.35 | -1.55 | | 5-Year | 4.14 | 3.85 | 0.29 | 5.05 | -0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.76 | 13.81 | -1.05 | 7.06 | 5.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.35 | 6.49 | 0.86 | 7.94 | -0.59 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDBYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.14 | -4.70 | -1.44 | | 2007 | | | 5.01 | 4.70 | 0.31 | | 2006 | | | 5.55 | 4.15 | 1.40 | | 2005 | | | 2.26 | 1.80 | 0.46 | | 2004 | | | 4.58 | 3.91 | 0.67 | | 2003 | | | 4.55 | 5.10 | -0.55 | | 2002 | | | 6.03 | 8.04 | -2.01 | | 2001 | | | 7.49 | 7.64 | -0.15 | | 2000 | | | 7.19 | 9.44 | -2.25 | | 1999 | | | -0.12 | -1.35 | 1.23 |
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| PAST QUARTERLY RETURNS (%) FOR
IDBYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.93 | 4.88 | 5.59 | N/A | | 2008 | -0.43 | 0.01 | -2.75 | -3.07 | | 2007 | 1.30 | -0.32 | 2.28 | 1.68 | | 2006 | -0.41 | 0.00 | 3.52 | 2.37 | | 2005 | -0.29 | 2.53 | -0.44 | 0.46 | | 2004 | 2.55 | -2.29 | 3.08 | 1.25 | | 2003 | 1.69 | 2.74 | -0.42 | 0.49 | | 2002 | -0.03 | 0.75 | 2.69 | 2.51 | | 2001 | 3.25 | 0.17 | 3.01 | 0.89 | | 2000 | 0.97 | 0.16 | 2.77 | 3.13 | | 1999 | N/A | N/A | N/A | 0.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 403 | 1122 | 35.92 | | 1-Month | 384 | 1164 | 32.99 | | 3-Month | 611 | 1154 | 52.95 | | 6-Month | 691 | 1133 | 60.99 | | 1-Year | 468 | 1113 | 42.05 | | 3-Year | 445 | 957 | 46.50 | | 5-Year | 370 | 845 | 43.79 |
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0.00% Nasdaq 
0.23%
Performance
