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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.51% | | 5-Year Average Return: | 0.92% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.20% | |
Worst 1-Yr Total Return (2008): | -47.20% | |
Best 3-Yr Total Return (2006-8): | -11.74% | |
Worst 3-Yr Total Return (2006-8): | -11.74% |
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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 | IDYRX | Category | Diff | Index* | Diff | | Year To Date | 32.51 | 31.59 | 0.92 | 24.07 | 8.44 | | 1-Month | 4.47 | 4.49 | -0.02 | 6.00 | -1.53 | | 3-Month | 6.21 | 6.16 | 0.05 | 7.91 | -1.7 | | 1-Year | 34.99 | 35.24 | -0.25 | 25.39 | 9.6 | | 3-Year | -7.89 | -5.04 | -2.85 | -5.79 | -2.1 | | 5-Year | 0.92 | 1.47 | -0.55 | 0.71 | 0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.72 | 48.99 | 2.73 | 45.76 | 5.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.58 | -20.53 | -3.05 | -18.25 | -5.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDYRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.20 | -43.77 | -3.43 | | 2007 | | | 12.05 | 15.09 | -3.04 | | 2006 | | | 16.20 | 9.00 | 7.20 | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 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
IDYRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.71 | 16.60 | 20.20 | N/A | | 2008 | -16.20 | 5.49 | -17.37 | -27.71 | | 2007 | 4.30 | 9.47 | 0.91 | -2.75 | | 2006 | 10.76 | -2.97 | -0.10 | 8.24 | | 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 | 330 | 827 | 39.90 | | 1-Month | 79 | 881 | 8.97 | | 3-Month | 369 | 879 | 41.98 | | 6-Month | 258 | 862 | 29.93 | | 1-Year | 281 | 825 | 34.06 | | 3-Year | 463 | 734 | 63.08 | | 5-Year | | 632 | N/A |
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0.51% Nasdaq 
Performance
