|
| Morningstar Return Rating: | Above average | | Year to Date Return: | -4.76% | | 5-Year Average Return: | 11.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 52.80% | |
Worst 1-Yr Total Return (2008): | -44.38% | |
Best 3-Yr Total Return (2005-7): | 33.81% | |
Worst 3-Yr Total Return (2006-8): | -4.46% |
|
| 1-Year: | 42.03% | | 3-Year: | 4.65% | | 5-Year: | 13.77% | | 10-Year: | 14.53% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEFCX | Category | Diff | Index* | Diff | | Year To Date | -4.76 | -4.72 | -0.04 | -3.60 | -1.16 | | 1-Month | -4.76 | -4.72 | -0.04 | -3.60 | -1.16 | | 3-Month | 1.19 | 1.97 | -0.78 | 4.16 | -2.97 | | 1-Year | 36.95 | 39.60 | -2.65 | 33.14 | 3.81 | | 3-Year | 2.86 | -0.93 | 3.79 | -7.24 | 10.1 | | 5-Year | 11.70 | 8.83 | 2.87 | 0.18 | 11.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.68 | 53.32 | -4.64 | 45.76 | 2.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.42 | -32.18 | 2.76 | -18.25 | -11.17 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEFCX | Category | Diff | | 2009 | | | 43.03 | 44.36 | -1.33 | | 2008 | | | -44.38 | -51.12 | 6.74 | | 2007 | | | 44.05 | 42.09 | 1.96 | | 2006 | | | 8.86 | 12.05 | -3.19 | | 2005 | | | 52.80 | 46.33 | 6.47 | | 2004 | | | 35.58 | 33.42 | 2.16 | | 2003 | | | 21.98 | 32.28 | -10.30 | | 2002 | | | -5.01 | -11.49 | 6.48 | | 2001 | | | -17.35 | -13.13 | -4.22 | | 2000 | | | N/A | 45.89 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IEFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.30 | 20.31 | 16.81 | 5.24 | | 2008 | -2.53 | 26.76 | -35.21 | -30.52 | | 2007 | 6.88 | 14.64 | 7.58 | 9.28 | | 2006 | 6.13 | 5.39 | -8.98 | 6.93 | | 2005 | 17.59 | 5.71 | 24.19 | -1.02 | | 2004 | 8.71 | 8.33 | 10.64 | 4.06 | | 2003 | 0.98 | 8.69 | -2.91 | 14.46 | | 2002 | 10.67 | -6.59 | -14.44 | 7.38 | | 2001 | -5.64 | -5.98 | -17.06 | 12.31 | | 2000 | N/A | 12.03 | 14.84 | 0.78 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 55 | 79 | 69.62 | | 1-Month | 46 | 79 | 58.23 | | 3-Month | 46 | 79 | 58.23 | | 6-Month | 58 | 79 | 73.42 | | 1-Year | 41 | 79 | 51.90 | | 3-Year | 8 | 65 | 12.31 | | 5-Year | 6 | 45 | 13.33 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
