|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.65% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.49% | |
Worst 1-Yr Total Return (2008): | -45.46% | |
Best 3-Yr Total Return (2006-8): | -8.71% | |
Worst 3-Yr Total Return (2006-8): | -8.71% |
|
| 1-Year: | -3.94% | | 3-Year: | -5.72% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IFFAX | Category | Diff | Index* | Diff | | Year To Date | 26.65 | 24.47 | 2.18 | 27.36 | -0.71 | | 1-Month | -2.82 | -2.54 | -0.28 | -1.25 | -1.57 | | 3-Month | 5.35 | 5.67 | -0.32 | 8.10 | -2.75 | | 1-Year | 28.22 | 25.04 | 3.18 | 27.71 | 0.51 | | 3-Year | -6.00 | -5.94 | -0.06 | -5.22 | -0.78 | | 5-Year | N/A | 4.57 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.10 | 57.09 | 5.01 | 59.35 | 2.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.35 | -14.01 | -3.34 | -14.95 | -2.4 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.46 | -43.99 | -1.47 | | 2007 | | | 12.04 | 12.71 | -0.67 | | 2006 | | | 24.49 | 24.77 | -0.28 | | 2005 | | | N/A | 14.72 | N/A | | 2004 | | | N/A | 17.39 | N/A | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IFFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.02 | 26.94 | 18.03 | N/A | | 2008 | -8.34 | -2.90 | -21.64 | -21.79 | | 2007 | 4.52 | 7.10 | 2.67 | -2.51 | | 2006 | 8.89 | -1.19 | 3.62 | 11.66 | | 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 | 0 | 827 | 0.00 | | 1-Month | 0 | 850 | 0.00 | | 3-Month | 0 | 847 | 0.00 | | 6-Month | 360 | 838 | 42.96 | | 1-Year | | 803 | N/A | | 3-Year | | 600 | N/A | | 5-Year | | 466 | N/A |
|
|
|
|
|