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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.53% | | 5-Year Average Return: | 3.85% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -6.87% | |
Worst 1-Yr Total Return (2008): | -41.56% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IDGTX | Category | Diff | Index* | Diff | | Year To Date | 28.53 | 33.38 | -4.85 | 29.91 | -1.38 | | 1-Month | 2.95 | 2.58 | 0.37 | 2.00 | 0.95 | | 3-Month | 6.02 | 6.33 | -0.31 | 4.58 | 1.44 | | 1-Year | 39.00 | 43.28 | -4.28 | 37.72 | 1.28 | | 3-Year | -10.42 | -12.12 | 1.7 | -5.52 | -4.9 | | 5-Year | 3.85 | 1.63 | 2.22 | 4.13 | -0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.48 | 77.55 | -0.07 | 59.35 | 18.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.15 | -16.08 | -3.07 | -14.95 | -4.2 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.56 | -46.63 | 5.07 | | 2007 | | | -6.87 | -7.68 | 0.81 | | 2006 | | | N/A | 39.00 | N/A | | 2005 | | | N/A | 13.40 | N/A | | 2004 | | | N/A | 35.79 | N/A | | 2003 | | | N/A | 41.26 | N/A | | 2002 | | | N/A | 5.60 | N/A | | 2001 | | | N/A | 7.01 | N/A | | 2000 | | | N/A | 19.66 | N/A | | 1999 | | | N/A | -0.11 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IDGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.39 | 32.15 | 24.84 | N/A | | 2008 | -3.75 | -7.98 | -6.97 | -29.08 | | 2007 | 5.61 | -6.80 | 5.64 | -10.43 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 120 | 151 | 79.47 | | 1-Month | 74 | 159 | 46.54 | | 3-Month | 96 | 159 | 60.38 | | 6-Month | 60 | 155 | 38.71 | | 1-Year | 77 | 149 | 51.68 | | 3-Year | 13 | 83 | 15.66 | | 5-Year | | 26 | N/A |
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0.02% Nasdaq 0.00%
Performance
