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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.81% | | 5-Year Average Return: | 4.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.94% | |
Worst 1-Yr Total Return (2008): | -25.55% | |
Best 3-Yr Total Return (2004-6): | 8.09% | |
Worst 3-Yr Total Return (2006-8): | -6.07% |
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| 1-Year: | 10.87% | | 3-Year: | 3.02% | | 5-Year: | 4.70% | | 10-Year: | 4.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEIBX | Category | Diff | Index* | Diff | | Year To Date | 44.81 | 40.95 | 3.86 | 6.24 | 38.57 | | 1-Month | 1.32 | 1.53 | -0.21 | 0.49 | 0.83 | | 3-Month | 6.67 | 8.19 | -1.52 | 2.60 | 4.07 | | 1-Year | 37.99 | 35.58 | 2.41 | 13.79 | 24.2 | | 3-Year | 3.89 | 2.61 | 1.28 | 6.35 | -2.46 | | 5-Year | 4.88 | 4.05 | 0.83 | 5.05 | -0.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.25 | 34.85 | 2.4 | 7.06 | 30.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.27 | 0.91 | 3.36 | 7.94 | -3.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.55 | -26.41 | 0.86 | | 2007 | | | 1.29 | 1.47 | -0.18 | | 2006 | | | 9.91 | 10.14 | -0.23 | | 2005 | | | 3.56 | 2.59 | 0.97 | | 2004 | | | 10.94 | 9.99 | 0.95 | | 2003 | | | 24.85 | 24.36 | 0.49 | | 2002 | | | -7.75 | -1.52 | -6.23 | | 2001 | | | 3.97 | 2.39 | 1.58 | | 2000 | | | -11.00 | -7.12 | -3.88 | | 1999 | | | 6.22 | 5.05 | 1.17 |
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| PAST QUARTERLY RETURNS (%) FOR
IEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.06 | 23.83 | 10.92 | N/A | | 2008 | -4.70 | 3.49 | -6.88 | -18.94 | | 2007 | 3.03 | -0.08 | -0.03 | -1.57 | | 2006 | 2.59 | 0.09 | 3.01 | 3.91 | | 2005 | -1.18 | 2.21 | 1.11 | 1.40 | | 2004 | 1.58 | -0.17 | 5.18 | 4.03 | | 2003 | 5.40 | 9.21 | 3.19 | 5.12 | | 2002 | -0.40 | -9.95 | -0.60 | 3.47 | | 2001 | 5.26 | -2.19 | -4.01 | 5.19 | | 2000 | -2.59 | -1.30 | -0.47 | -7.00 | | 1999 | N/A | N/A | N/A | 2.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 547 | 36.93 | | 1-Month | 525 | 577 | 90.99 | | 3-Month | 487 | 573 | 84.99 | | 6-Month | 259 | 553 | 46.84 | | 1-Year | 253 | 546 | 46.34 | | 3-Year | 145 | 471 | 30.79 | | 5-Year | 118 | 401 | 29.43 |
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1.48% Nasdaq 0.00%
Performance
