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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.46% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 49.13% | |
Worst 1-Yr Total Return (2008): | -46.51% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IEYYX | Category | Diff | Index* | Diff | | Year To Date | 33.46 | 38.58 | -5.12 | 24.07 | 9.39 | | 1-Month | 2.23 | 2.83 | -0.6 | 6.00 | -3.77 | | 3-Month | 9.57 | 11.13 | -1.56 | 7.91 | 1.66 | | 1-Year | 30.16 | 34.24 | -4.08 | 25.39 | 4.77 | | 3-Year | 0.81 | -2.39 | 3.2 | -5.79 | 6.6 | | 5-Year | N/A | 8.97 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.80 | 53.32 | -2.52 | 45.76 | 5.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.65 | -32.18 | 0.53 | -18.25 | -13.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IEYYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.51 | -51.12 | 4.61 | | 2007 | | | 49.13 | 42.09 | 7.04 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
IEYYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.48 | 23.15 | 15.91 | N/A | | 2008 | -6.92 | 23.31 | -33.31 | -30.12 | | 2007 | 4.64 | 15.41 | 9.68 | 12.59 | | 2006 | N/A | N/A | -9.22 | 7.13 | | 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 | 44 | 79 | 55.70 | | 1-Month | 26 | 79 | 32.91 | | 3-Month | 35 | 79 | 44.30 | | 6-Month | 59 | 79 | 74.68 | | 1-Year | 39 | 72 | 54.17 | | 3-Year | 11 | 65 | 16.92 | | 5-Year | | 45 | N/A |
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0.83% Nasdaq 
Performance
