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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.42% | | 5-Year Average Return: | 1.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 35.28% | |
Worst 1-Yr Total Return (2008): | -48.63% | |
Best 3-Yr Total Return (2004-6): | 24.74% | |
Worst 3-Yr Total Return (2006-8): | -9.46% |
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| 1-Year: | -7.25% | | 3-Year: | -7.54% | | 5-Year: | 3.57% | | 10-Year: | 9.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEOBX | Category | Diff | Index* | Diff | | Year To Date | 25.42 | 45.25 | -19.83 | 29.91 | -4.49 | | 1-Month | 3.46 | 3.69 | -0.23 | 2.00 | 1.46 | | 3-Month | 6.57 | 8.95 | -2.38 | 4.58 | 1.99 | | 1-Year | 32.71 | 49.46 | -16.75 | 37.72 | -5.01 | | 3-Year | -9.43 | -6.05 | -3.38 | -5.52 | -3.91 | | 5-Year | 1.75 | 5.51 | -3.76 | 4.13 | -2.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.85 | 67.09 | -13.24 | 59.35 | -5.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.28 | -18.39 | -5.89 | -14.95 | -9.33 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.63 | -49.79 | 1.16 | | 2007 | | | 10.47 | 12.52 | -2.05 | | 2006 | | | 30.79 | 33.56 | -2.77 | | 2005 | | | 9.70 | 15.27 | -5.57 | | 2004 | | | 35.28 | 21.40 | 13.88 | | 2003 | | | 49.73 | 39.00 | 10.73 | | 2002 | | | -4.51 | -13.89 | 9.38 | | 2001 | | | -21.35 | -19.15 | -2.20 | | 2000 | | | 3.94 | -9.12 | 13.06 | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IEOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.07 | 20.55 | 18.99 | N/A | | 2008 | -10.35 | -5.01 | -22.44 | -22.23 | | 2007 | 4.54 | 8.00 | -0.21 | -1.95 | | 2006 | 12.77 | -1.05 | 2.46 | 14.38 | | 2005 | 4.31 | -4.28 | 8.22 | 1.52 | | 2004 | 11.88 | 2.72 | -1.30 | 19.26 | | 2003 | -13.15 | 25.56 | 12.48 | 22.07 | | 2002 | 7.68 | 2.13 | -21.56 | 10.70 | | 2001 | -12.86 | -8.18 | -17.09 | 18.57 | | 2000 | 44.54 | -7.03 | -9.99 | -14.07 | | 1999 | N/A | N/A | N/A | 59.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 103 | 116 | 88.79 | | 1-Month | 58 | 128 | 45.31 | | 3-Month | 68 | 126 | 53.97 | | 6-Month | 111 | 121 | 91.74 | | 1-Year | 91 | 114 | 79.82 | | 3-Year | 69 | 100 | 69.00 | | 5-Year | 69 | 94 | 73.40 |
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0.47% Nasdaq 0.00%
Performance
