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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.21% | | 5-Year Average Return: | 2.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 36.49% | |
Worst 1-Yr Total Return (2008): | -47.98% | |
Best 3-Yr Total Return (2004-6): | 25.87% | |
Worst 3-Yr Total Return (2006-8): | -8.51% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEOYX | Category | Diff | Index* | Diff | | Year To Date | 27.21 | 45.25 | -18.04 | 29.91 | -2.7 | | 1-Month | 3.67 | 3.69 | -0.02 | 2.00 | 1.67 | | 3-Month | 7.00 | 8.95 | -1.95 | 4.58 | 2.42 | | 1-Year | 34.86 | 49.46 | -14.6 | 37.72 | -2.86 | | 3-Year | -8.30 | -6.05 | -2.25 | -5.52 | -2.78 | | 5-Year | 2.87 | 5.51 | -2.64 | 4.13 | -1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.33 | 67.09 | -11.76 | 59.35 | -4.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.09 | -18.39 | -4.7 | -14.95 | -8.14 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEOYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.98 | -49.79 | 1.81 | | 2007 | | | 11.51 | 12.52 | -1.01 | | 2006 | | | 32.01 | 33.56 | -1.55 | | 2005 | | | 10.67 | 15.27 | -4.60 | | 2004 | | | 36.49 | 21.40 | 15.09 | | 2003 | | | N/A | 39.00 | N/A | | 2002 | | | N/A | -13.89 | N/A | | 2001 | | | N/A | -19.15 | N/A | | 2000 | | | N/A | -9.12 | N/A | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IEOYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.77 | 20.99 | 19.54 | N/A | | 2008 | -10.11 | -4.78 | -22.18 | -21.90 | | 2007 | 4.77 | 8.27 | 0.02 | -1.72 | | 2006 | 13.02 | -0.80 | 2.70 | 14.65 | | 2005 | 4.58 | -4.06 | 8.43 | 1.73 | | 2004 | 12.12 | 2.91 | -1.05 | 19.54 | | 2003 | N/A | N/A | N/A | 22.38 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 90 | 116 | 77.59 | | 1-Month | 43 | 128 | 33.59 | | 3-Month | 60 | 126 | 47.62 | | 6-Month | 106 | 121 | 87.60 | | 1-Year | 85 | 114 | 74.56 | | 3-Year | 62 | 100 | 62.00 | | 5-Year | 64 | 94 | 68.09 |
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