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| Morningstar Return Rating: | Low | | Year to Date Return: | 26.73% | | 5-Year Average Return: | -6.60% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.40% | |
Worst 1-Yr Total Return (2008): | -58.19% | |
Best 3-Yr Total Return (2005-7): | 8.90% | |
Worst 3-Yr Total Return (2006-8): | -18.78% |
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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 | IDPSX | Category | Diff | Index* | Diff | | Year To Date | 26.73 | 20.92 | 5.81 | 24.07 | 2.66 | | 1-Month | 12.00 | 8.42 | 3.58 | 6.00 | 6 | | 3-Month | 14.06 | 7.31 | 6.75 | 7.91 | 6.15 | | 1-Year | 29.13 | 26.26 | 2.87 | 25.39 | 3.74 | | 3-Year | -15.41 | -7.04 | -8.37 | -5.79 | -9.62 | | 5-Year | -6.60 | 0.46 | -7.06 | 0.71 | -7.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 90.47 | 61.08 | 29.39 | 45.76 | 44.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -44.62 | -16.11 | -28.51 | -18.25 | -26.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.19 | -37.69 | -20.50 | | 2007 | | | 12.98 | 8.77 | 4.21 | | 2006 | | | 13.40 | 12.89 | 0.51 | | 2005 | | | 0.79 | 9.97 | -9.18 | | 2004 | | | N/A | 21.30 | N/A | | 2003 | | | N/A | 33.45 | N/A | | 2002 | | | N/A | -17.88 | N/A | | 2001 | | | N/A | 0.46 | N/A | | 2000 | | | N/A | 8.96 | N/A | | 1999 | | | N/A | 9.69 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IDPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -28.77 | 29.43 | 31.78 | N/A | | 2008 | -10.33 | -9.50 | -16.87 | -38.02 | | 2007 | 2.52 | 14.13 | 3.56 | -6.76 | | 2006 | 11.22 | -3.19 | -3.01 | 8.60 | | 2005 | -4.17 | -5.21 | 4.50 | 6.18 | | 2004 | N/A | 11.16 | -3.35 | 13.73 | | 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 | 9 | 27 | 33.33 | | 1-Month | 9 | 27 | 33.33 | | 3-Month | 2 | 27 | 7.41 | | 6-Month | 1 | 27 | 3.70 | | 1-Year | 9 | 20 | 45.00 | | 3-Year | 18 | 20 | 90.00 | | 5-Year | 18 | 19 | 94.74 |
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0.46% Nasdaq 
0.09 (0.35%) 
Performance
