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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.88% | | 5-Year Average Return: | 3.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.20% | |
Worst 1-Yr Total Return (2008): | -42.65% | |
Best 3-Yr Total Return (2004-6): | 16.96% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
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| 1-Year: | -6.11% | | 3-Year: | -5.13% | | 5-Year: | 4.16% | | 10-Year: | -0.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IDGBX | Category | Diff | Index* | Diff | | Year To Date | 26.88 | 31.75 | -4.87 | 29.91 | -3.03 | | 1-Month | 5.55 | 4.47 | 1.08 | 2.00 | 3.55 | | 3-Month | 7.79 | 7.37 | 0.42 | 4.58 | 3.21 | | 1-Year | 32.97 | 38.36 | -5.39 | 37.72 | -4.75 | | 3-Year | -5.81 | -4.57 | -1.24 | -5.52 | -0.29 | | 5-Year | 3.30 | 3.09 | 0.21 | 4.13 | -0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.42 | 51.30 | -4.88 | 59.35 | -12.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.79 | -13.15 | -3.64 | -14.95 | -1.84 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.65 | -41.91 | -0.74 | | 2007 | | | 12.80 | 11.28 | 1.52 | | 2006 | | | 18.20 | 19.72 | -1.52 | | 2005 | | | 17.60 | 11.61 | 5.99 | | 2004 | | | 15.09 | 15.27 | -0.18 | | 2003 | | | 24.06 | 34.49 | -10.43 | | 2002 | | | -23.83 | -19.36 | -4.47 | | 2001 | | | -23.04 | -17.51 | -5.53 | | 2000 | | | -23.89 | -9.14 | -14.75 | | 1999 | | | 36.01 | 41.13 | -5.12 |
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| PAST QUARTERLY RETURNS (%) FOR
IDGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.58 | 17.51 | 16.27 | N/A | | 2008 | -9.92 | -2.12 | -18.70 | -20.00 | | 2007 | 1.89 | 8.73 | 3.77 | -1.88 | | 2006 | 8.12 | -1.47 | 0.75 | 10.13 | | 2005 | 0.00 | 1.50 | 11.99 | 3.46 | | 2004 | 2.80 | -1.05 | 0.85 | 12.18 | | 2003 | -5.08 | 14.08 | 3.21 | 11.00 | | 2002 | -1.63 | -10.77 | -17.40 | 5.06 | | 2001 | -17.40 | 1.90 | -18.62 | 12.36 | | 2000 | 0.69 | -6.82 | -5.85 | -13.83 | | 1999 | N/A | N/A | N/A | 32.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 548 | 751 | 72.97 | | 1-Month | 572 | 830 | 68.92 | | 3-Month | 467 | 820 | 56.95 | | 6-Month | 450 | 776 | 57.99 | | 1-Year | 402 | 729 | 55.14 | | 3-Year | 273 | 528 | 51.70 | | 5-Year | 178 | 430 | 41.40 |
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0.02% Nasdaq 0.00%
Performance
