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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.36% | | 5-Year Average Return: | 0.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.67% | |
Worst 1-Yr Total Return (2008): | -47.50% | |
Best 3-Yr Total Return (2005-7): | 12.22% | |
Worst 3-Yr Total Return (2006-8): | -12.17% |
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| 1-Year: | -4.89% | | 3-Year: | -5.56% | | 5-Year: | 2.27% | | 10-Year: | -1.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IFDCX | Category | Diff | Index* | Diff | | Year To Date | 26.36 | 25.80 | 0.56 | 17.05 | 9.31 | | 1-Month | -5.05 | -4.37 | -0.68 | -1.86 | -3.19 | | 3-Month | 3.63 | 4.09 | -0.46 | 5.48 | -1.85 | | 1-Year | 14.84 | 16.23 | -1.39 | 9.80 | 5.04 | | 3-Year | -8.42 | -5.36 | -3.06 | -7.02 | -1.4 | | 5-Year | 0.76 | 1.68 | -0.92 | 0.33 | 0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.21 | 47.87 | 3.34 | 45.76 | 5.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.00 | -19.87 | -4.13 | -18.25 | -5.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.50 | -43.77 | -3.73 | | 2007 | | | 11.55 | 15.09 | -3.54 | | 2006 | | | 15.67 | 9.00 | 6.67 | | 2005 | | | 9.53 | 9.84 | -0.31 | | 2004 | | | 11.07 | 13.23 | -2.16 | | 2003 | | | 37.21 | 35.96 | 1.25 | | 2002 | | | -33.72 | -27.24 | -6.48 | | 2001 | | | -33.42 | -19.98 | -13.44 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IFDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.76 | 16.43 | 20.02 | N/A | | 2008 | -16.34 | 5.39 | -17.52 | -27.81 | | 2007 | 4.18 | 9.37 | 0.74 | -2.82 | | 2006 | 10.66 | -3.02 | -0.27 | 8.07 | | 2005 | -1.89 | 2.44 | 6.47 | 2.36 | | 2004 | 2.66 | 0.55 | -5.02 | 13.30 | | 2003 | -1.06 | 16.81 | 4.49 | 13.61 | | 2002 | -4.08 | -21.79 | -19.12 | 9.24 | | 2001 | -29.92 | 12.33 | -35.15 | 30.40 | | 2000 | N/A | -3.13 | 10.17 | -25.41 | | 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 | 424 | 848 | 50.00 | | 1-Month | 720 | 901 | 79.91 | | 3-Month | 502 | 898 | 55.90 | | 6-Month | 355 | 868 | 40.90 | | 1-Year | 391 | 847 | 46.16 | | 3-Year | 484 | 749 | 64.62 | | 5-Year | 348 | 636 | 54.72 |
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1.00% Nasdaq 
Performance
