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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.84% | | 5-Year Average Return: | -0.15% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.92% | |
Worst 1-Yr Total Return (2008): | -35.76% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -14.73% | | 3-Year: | -6.39% | | 5-Year: | -0.79% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEQAX | Category | Diff | Index* | Diff | | Year To Date | 20.84 | 21.73 | -0.89 | 24.07 | -3.23 | | 1-Month | 4.05 | 5.16 | -1.11 | 6.00 | -1.95 | | 3-Month | 7.39 | 6.45 | 0.94 | 7.91 | -0.52 | | 1-Year | 21.10 | 24.67 | -3.57 | 25.39 | -4.29 | | 3-Year | -4.81 | -7.33 | 2.52 | -5.79 | 0.98 | | 5-Year | -0.15 | 0.27 | -0.42 | 0.71 | -0.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.27 | 47.53 | -0.26 | 45.76 | 1.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.94 | -16.99 | 0.05 | -18.25 | 1.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEQAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.76 | -37.09 | 1.33 | | 2007 | | | 8.92 | 1.42 | 7.50 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IEQAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.56 | 18.42 | 19.89 | N/A | | 2008 | -10.42 | -3.87 | -3.48 | -22.71 | | 2007 | 0.39 | 8.82 | 1.04 | -1.32 | | 2006 | N/A | N/A | 1.02 | 6.26 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 685 | 1293 | 52.98 | | 1-Month | 856 | 1338 | 63.98 | | 3-Month | 438 | 1329 | 32.96 | | 6-Month | 198 | 1320 | 15.00 | | 1-Year | 601 | 1280 | 46.95 | | 3-Year | 176 | 1088 | 16.18 | | 5-Year | | 917 | N/A |
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0.83% Nasdaq 
Performance
