|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.60% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 47.97% | |
Worst 1-Yr Total Return (2008): | -47.02% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -9.47% | | 3-Year: | 3.26% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IEYCX | Category | Diff | Index* | Diff | | Year To Date | 32.60 | 38.58 | -5.98 | 24.07 | 8.53 | | 1-Month | 2.19 | 2.83 | -0.64 | 6.00 | -3.81 | | 3-Month | 9.51 | 11.13 | -1.62 | 7.91 | 1.6 | | 1-Year | 29.09 | 34.24 | -5.15 | 25.39 | 3.7 | | 3-Year | 0.00 | -2.39 | 2.39 | -5.79 | 5.79 | | 5-Year | N/A | 8.97 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.93 | 53.32 | -3.39 | 45.76 | 4.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.32 | -32.18 | -0.14 | -18.25 | -14.07 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.02 | -51.12 | 4.10 | | 2007 | | | 47.97 | 42.09 | 5.88 | | 2006 | | | N/A | 12.05 | N/A | | 2005 | | | N/A | 46.33 | N/A | | 2004 | | | N/A | 33.42 | N/A | | 2003 | | | N/A | 32.28 | N/A | | 2002 | | | N/A | -11.49 | N/A | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IEYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.63 | 22.97 | 15.60 | N/A | | 2008 | -7.13 | 23.03 | -33.41 | -30.36 | | 2007 | 4.46 | 15.24 | 9.44 | 12.32 | | 2006 | N/A | N/A | -9.43 | 6.94 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 50 | 79 | 63.29 | | 1-Month | 25 | 79 | 31.65 | | 3-Month | 40 | 79 | 50.63 | | 6-Month | 68 | 79 | 86.08 | | 1-Year | 41 | 72 | 56.94 | | 3-Year | 19 | 65 | 29.23 | | 5-Year | | 45 | N/A |
|
|
|
|
|
0.20% Nasdaq 
Performance
