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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.16% | | 5-Year Average Return: | 0.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.05% | |
Worst 1-Yr Total Return (2008): | -30.17% | |
Best 3-Yr Total Return (2004-6): | 8.33% | |
Worst 3-Yr Total Return (2006-8): | -7.07% |
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| 1-Year: | -5.53% | | 3-Year: | -4.82% | | 5-Year: | 0.42% | | 10-Year: | -1.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IDMBX | Category | Diff | Index* | Diff | | Year To Date | 18.16 | 18.16 | 0 | N/A | N/A | | 1-Month | -0.57 | -1.24 | 0.67 | N/A | N/A | | 3-Month | 5.50 | 4.71 | 0.79 | N/A | N/A | | 1-Year | 13.05 | 15.73 | -2.68 | N/A | N/A | | 3-Year | -4.78 | -2.66 | -2.12 | N/A | N/A | | 5-Year | 0.51 | 2.10 | -1.59 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.03 | 33.32 | 2.71 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.87 | -8.51 | -1.36 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.17 | -28.00 | -2.17 | | 2007 | | | 0.76 | 5.99 | -5.23 | | 2006 | | | 14.05 | 11.29 | 2.76 | | 2005 | | | 2.83 | 5.13 | -2.30 | | 2004 | | | 8.40 | 8.86 | -0.46 | | 2003 | | | 18.61 | 20.35 | -1.74 | | 2002 | | | -15.93 | -12.02 | -3.91 | | 2001 | | | -13.43 | -5.05 | -8.38 | | 2000 | | | -11.67 | 1.82 | -13.49 | | 1999 | | | 6.48 | 10.71 | -4.23 |
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| PAST QUARTERLY RETURNS (%) FOR
IDMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.35 | 12.08 | 13.22 | N/A | | 2008 | -6.54 | -3.54 | -7.30 | -16.43 | | 2007 | 0.22 | 3.58 | 0.57 | -3.48 | | 2006 | 2.91 | -0.68 | 5.15 | 6.12 | | 2005 | -1.08 | 1.74 | 1.17 | 0.99 | | 2004 | 1.99 | -0.64 | 0.84 | 6.08 | | 2003 | -2.56 | 12.02 | 0.47 | 8.15 | | 2002 | -3.07 | -7.17 | -11.58 | 5.67 | | 2001 | -11.64 | 4.01 | -13.14 | 8.44 | | 2000 | -0.15 | -4.07 | 1.71 | -9.33 | | 1999 | N/A | N/A | N/A | 5.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 569 | 1211 | 46.99 | | 1-Month | 339 | 1258 | 26.95 | | 3-Month | 276 | 1256 | 21.97 | | 6-Month | 536 | 1220 | 43.93 | | 1-Year | 626 | 1204 | 51.99 | | 3-Year | 606 | 950 | 63.79 | | 5-Year | 519 | 796 | 65.20 |
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0.85% Nasdaq 
Performance
