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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.35% | | 5-Year Average Return: | 1.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.83% | |
Worst 1-Yr Total Return (2008): | -40.87% | |
Best 3-Yr Total Return (2004-6): | 16.16% | |
Worst 3-Yr Total Return (2006-8): | -9.03% |
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| 1-Year: | -14.00% | | 3-Year: | -7.62% | | 5-Year: | 2.23% | | 10-Year: | 3.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IDEBX | Category | Diff | Index* | Diff | | Year To Date | 16.35 | 15.79 | 0.56 | 17.05 | -0.7 | | 1-Month | -1.92 | -2.21 | 0.29 | -1.86 | -0.06 | | 3-Month | 5.76 | 5.62 | 0.14 | 5.48 | 0.28 | | 1-Year | 10.12 | 9.52 | 0.6 | 9.80 | 0.32 | | 3-Year | -8.38 | -8.36 | -0.02 | -7.02 | -1.36 | | 5-Year | 1.91 | 0.18 | 1.73 | 0.33 | 1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.45 | 46.84 | 2.61 | 45.76 | 3.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.62 | -16.40 | -4.22 | -18.25 | -2.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.87 | -37.09 | -3.78 | | 2007 | | | 7.14 | 1.42 | 5.72 | | 2006 | | | 18.83 | 18.15 | 0.68 | | 2005 | | | 12.45 | 5.95 | 6.50 | | 2004 | | | 17.31 | 12.97 | 4.34 | | 2003 | | | 40.86 | 28.44 | 12.42 | | 2002 | | | -19.04 | -18.69 | -0.35 | | 2001 | | | 1.85 | -4.99 | 6.84 | | 2000 | | | -2.51 | 7.87 | -10.38 | | 1999 | | | 8.34 | 6.72 | 1.62 |
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| PAST QUARTERLY RETURNS (%) FOR
IDEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.86 | 15.98 | 17.38 | N/A | | 2008 | -10.94 | -2.13 | -11.04 | -23.73 | | 2007 | 0.84 | 10.39 | 0.39 | -4.12 | | 2006 | 8.07 | 0.12 | 2.23 | 7.42 | | 2005 | -0.59 | 1.95 | 7.79 | 2.94 | | 2004 | 2.49 | 1.51 | -0.09 | 12.86 | | 2003 | -6.45 | 22.52 | 4.62 | 17.48 | | 2002 | 4.52 | -10.08 | -21.22 | 9.34 | | 2001 | -1.20 | 6.40 | -11.99 | 10.08 | | 2000 | -2.02 | -4.94 | 4.92 | -0.24 | | 1999 | N/A | N/A | N/A | 7.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 507 | 1335 | 37.98 | | 1-Month | 468 | 1379 | 33.94 | | 3-Month | 218 | 1368 | 15.94 | | 6-Month | 659 | 1346 | 48.96 | | 1-Year | 333 | 1318 | 25.27 | | 3-Year | 474 | 1124 | 42.17 | | 5-Year | 155 | 934 | 16.60 |
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1.04% Nasdaq 
Performance
