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| Morningstar Return Rating: | Average | | Year to Date Return: | 57.93% | | 5-Year Average Return: | 14.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 36.20% | |
Worst 1-Yr Total Return (2008): | -55.25% | |
Best 3-Yr Total Return (2005-7): | 34.14% | |
Worst 3-Yr Total Return (2006-8): | -6.74% |
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| 1-Year: | 8.33% | | 3-Year: | 4.90% | | 5-Year: | 14.92% | | 10-Year: | 9.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEMBX | Category | Diff | Index* | Diff | | Year To Date | 57.93 | 59.14 | -1.21 | 27.36 | 30.57 | | 1-Month | -1.43 | -1.32 | -0.11 | -1.25 | -0.18 | | 3-Month | 7.51 | 7.70 | -0.19 | 8.10 | -0.59 | | 1-Year | 54.73 | 56.66 | -1.93 | 27.71 | 27.02 | | 3-Year | 2.67 | 2.92 | -0.25 | -5.22 | 7.89 | | 5-Year | 14.12 | 14.22 | -0.1 | 5.10 | 9.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.91 | 84.39 | -0.48 | 59.35 | 24.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.37 | -6.80 | -8.57 | -14.95 | -0.42 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.25 | -54.44 | -0.81 | | 2007 | | | 36.20 | 36.68 | -0.48 | | 2006 | | | 33.05 | 32.06 | 0.99 | | 2005 | | | 33.19 | 31.54 | 1.65 | | 2004 | | | 23.40 | 23.54 | -0.14 | | 2003 | | | 39.49 | 55.19 | -15.70 | | 2002 | | | -3.90 | -6.05 | 2.15 | | 2001 | | | -4.43 | -3.83 | -0.60 | | 2000 | | | -33.59 | -30.33 | -3.26 | | 1999 | | | 77.96 | 70.56 | 7.40 |
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| PAST QUARTERLY RETURNS (%) FOR
IEMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.15 | 32.56 | 22.28 | N/A | | 2008 | -10.80 | 1.04 | -29.79 | -29.27 | | 2007 | 2.27 | 11.52 | 14.03 | 4.73 | | 2006 | 12.24 | -5.35 | 4.08 | 20.33 | | 2005 | 1.19 | 3.51 | 17.68 | 8.05 | | 2004 | 12.61 | -10.71 | 4.91 | 16.98 | | 2003 | -7.61 | 15.66 | 13.30 | 15.22 | | 2002 | 11.46 | -8.10 | -13.10 | 7.95 | | 2001 | -8.86 | 5.63 | -18.64 | 22.02 | | 2000 | 0.93 | -12.42 | -12.96 | -13.68 | | 1999 | N/A | N/A | N/A | 37.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 178 | 365 | 48.77 | | 1-Month | 274 | 381 | 71.92 | | 3-Month | 100 | 374 | 26.74 | | 6-Month | 152 | 371 | 40.97 | | 1-Year | 131 | 346 | 37.86 | | 3-Year | 122 | 260 | 46.92 | | 5-Year | 89 | 193 | 46.11 |
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1.00% Nasdaq 
Performance
