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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.36% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.71% | |
Worst 1-Yr Total Return (2008): | -47.48% | |
Best 3-Yr Total Return (2005-7): | 12.21% | |
Worst 3-Yr Total Return (2006-8): | -12.18% |
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| 1-Year: | -8.72% | | 3-Year: | -6.52% | | 5-Year: | 1.90% | | 10-Year: | -1.67% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IDYBX | Category | Diff | Index* | Diff | | Year To Date | 26.36 | 25.80 | 0.56 | 17.05 | 9.31 | | 1-Month | -5.08 | -4.37 | -0.71 | -1.86 | -3.22 | | 3-Month | 3.55 | 4.09 | -0.54 | 5.48 | -1.93 | | 1-Year | 14.86 | 16.23 | -1.37 | 9.80 | 5.06 | | 3-Year | -8.41 | -5.36 | -3.05 | -7.02 | -1.39 | | 5-Year | 0.74 | 1.68 | -0.94 | 0.33 | 0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.28 | 47.87 | 3.41 | 45.76 | 5.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.96 | -19.87 | -4.09 | -18.25 | -5.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDYBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.48 | -43.77 | -3.71 | | 2007 | | | 11.47 | 15.09 | -3.62 | | 2006 | | | 15.71 | 9.00 | 6.71 | | 2005 | | | 9.53 | 9.84 | -0.31 | | 2004 | | | 11.07 | 13.23 | -2.16 | | 2003 | | | 37.26 | 35.96 | 1.30 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IDYBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.75 | 16.37 | 20.09 | N/A | | 2008 | -16.29 | 5.39 | -17.53 | -27.81 | | 2007 | 4.15 | 9.33 | 0.81 | -2.89 | | 2006 | 10.68 | -3.06 | -0.21 | 8.07 | | 2005 | -1.92 | 2.52 | 6.46 | 2.31 | | 2004 | 2.68 | 0.54 | -4.99 | 13.24 | | 2003 | -1.04 | 16.87 | 4.49 | 13.58 | | 2002 | N/A | -21.70 | -19.12 | 9.39 | | 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 | 424 | 848 | 50.00 | | 1-Month | 729 | 901 | 80.91 | | 3-Month | 502 | 898 | 55.90 | | 6-Month | 364 | 868 | 41.94 | | 1-Year | 387 | 847 | 45.69 | | 3-Year | 483 | 749 | 64.49 | | 5-Year | 349 | 636 | 54.87 |
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0.50% Nasdaq 
Performance
