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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.87% | | 5-Year Average Return: | 1.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 35.25% | |
Worst 1-Yr Total Return (2008): | -48.47% | |
Best 3-Yr Total Return (2004-6): | 24.77% | |
Worst 3-Yr Total Return (2006-8): | -9.33% |
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| 1-Year: | -3.46% | | 3-Year: | -6.60% | | 5-Year: | 4.05% | | 10-Year: | 9.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEOCX | Category | Diff | Index* | Diff | | Year To Date | 25.87 | 45.25 | -19.38 | 29.91 | -4.04 | | 1-Month | 3.54 | 3.69 | -0.15 | 2.00 | 1.54 | | 3-Month | 6.68 | 8.95 | -2.27 | 4.58 | 2.1 | | 1-Year | 33.35 | 49.46 | -16.11 | 37.72 | -4.37 | | 3-Year | -9.20 | -6.05 | -3.15 | -5.52 | -3.68 | | 5-Year | 1.92 | 5.51 | -3.59 | 4.13 | -2.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.24 | 67.09 | -12.85 | 59.35 | -5.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.96 | -18.39 | -5.57 | -14.95 | -9.01 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.47 | -49.79 | 1.32 | | 2007 | | | 10.55 | 12.52 | -1.97 | | 2006 | | | 30.85 | 33.56 | -2.71 | | 2005 | | | 9.74 | 15.27 | -5.53 | | 2004 | | | 35.25 | 21.40 | 13.85 | | 2003 | | | 49.69 | 39.00 | 10.69 | | 2002 | | | -4.49 | -13.89 | 9.40 | | 2001 | | | -21.33 | -19.15 | -2.18 | | 2000 | | | 3.98 | -9.12 | 13.10 | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IEOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.08 | 20.76 | 19.12 | N/A | | 2008 | -10.31 | -4.99 | -22.38 | -22.11 | | 2007 | 4.55 | 8.02 | -0.19 | -1.92 | | 2006 | 12.76 | -1.01 | 2.49 | 14.39 | | 2005 | 4.34 | -4.27 | 8.19 | 1.55 | | 2004 | 11.89 | 2.71 | -1.30 | 19.24 | | 2003 | -13.17 | 25.55 | 12.51 | 22.05 | | 2002 | 7.65 | 2.12 | -21.55 | 10.75 | | 2001 | -12.82 | -8.21 | -17.10 | 18.59 | | 2000 | 44.60 | -7.02 | -9.99 | -14.08 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 100 | 116 | 86.21 | | 1-Month | 56 | 128 | 43.75 | | 3-Month | 65 | 126 | 51.59 | | 6-Month | 110 | 121 | 90.91 | | 1-Year | 90 | 114 | 78.95 | | 3-Year | 66 | 100 | 66.00 | | 5-Year | 68 | 94 | 72.34 |
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0.20% Nasdaq 
Performance
