|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.61% | | 5-Year Average Return: | 13.33% | | 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: | -6.50% | | 3-Year: | 5.20% | | 5-Year: | 13.51% | | 10-Year: | 13.77% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEFCX | Category | Diff | Index* | Diff | | Year To Date | 34.61 | 34.80 | -0.19 | 17.05 | 17.56 | | 1-Month | -0.95 | -1.43 | 0.48 | -1.86 | 0.91 | | 3-Month | 8.32 | 8.55 | -0.23 | 5.48 | 2.84 | | 1-Year | 20.72 | 19.10 | 1.62 | 9.80 | 10.92 | | 3-Year | 3.84 | -0.71 | 4.55 | -7.02 | 10.86 | | 5-Year | 13.33 | 10.24 | 3.09 | 0.33 | 13 | | 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 | -32.06 | 2.64 | -18.25 | -11.17 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 32.83 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IEFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.30 | 20.31 | 16.81 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 35 | 79 | 44.30 | | 1-Month | 56 | 79 | 70.89 | | 3-Month | 58 | 79 | 73.42 | | 6-Month | 33 | 79 | 41.77 | | 1-Year | 26 | 72 | 36.11 | | 3-Year | 6 | 65 | 9.23 | | 5-Year | 5 | 45 | 11.11 |
|
|
|
|
|
1.00% Nasdaq 
Performance
