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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.21% | | 5-Year Average Return: | -0.25% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.52% | |
Worst 1-Yr Total Return (2008): | -36.24% | |
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 | IDSGX | Category | Diff | Index* | Diff | | Year To Date | 21.21 | 25.10 | -3.89 | 24.07 | -2.86 | | 1-Month | 3.76 | 5.28 | -1.52 | 6.00 | -2.24 | | 3-Month | 5.54 | 7.01 | -1.47 | 7.91 | -2.37 | | 1-Year | 26.14 | 28.01 | -1.87 | 25.39 | 0.75 | | 3-Year | -6.42 | -5.87 | -0.55 | -5.79 | -0.63 | | 5-Year | -0.25 | 0.64 | -0.89 | 0.71 | -0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.14 | 46.08 | -1.94 | 45.76 | -1.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.22 | -17.41 | 1.19 | -18.25 | 2.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.24 | -37.79 | 1.55 | | 2007 | | | 4.52 | 6.16 | -1.64 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IDSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.12 | 17.59 | 15.40 | N/A | | 2008 | -8.74 | -2.72 | -9.65 | -20.51 | | 2007 | 1.25 | 4.86 | -0.07 | -1.48 | | 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 | 1535 | 2021 | 75.95 | | 1-Month | 1965 | 2113 | 93.00 | | 3-Month | 1902 | 2091 | 90.96 | | 6-Month | 1548 | 2064 | 75.00 | | 1-Year | 1273 | 2011 | 63.30 | | 3-Year | 937 | 1707 | 54.89 | | 5-Year | | 1360 | N/A |
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0.02% Nasdaq 0.00%
Performance
