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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.62% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.74% | |
Worst 1-Yr Total Return (2008): | -45.36% | |
Best 3-Yr Total Return (2006-8): | -8.59% | |
Worst 3-Yr Total Return (2006-8): | -8.59% |
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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 | IFFIX | Category | Diff | Index* | Diff | | Year To Date | 32.62 | 29.35 | 3.27 | 29.91 | 2.71 | | 1-Month | 4.36 | 3.83 | 0.53 | 2.00 | 2.36 | | 3-Month | 7.48 | 6.09 | 1.39 | 4.58 | 2.9 | | 1-Year | 42.59 | 38.30 | 4.29 | 37.72 | 4.87 | | 3-Year | -5.72 | -5.68 | -0.04 | -5.52 | -0.2 | | 5-Year | N/A | 4.12 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.52 | 57.56 | 4.96 | 59.35 | 3.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.17 | -15.07 | -2.1 | -14.95 | -2.22 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.36 | -43.99 | -1.37 | | 2007 | | | 12.09 | 12.71 | -0.62 | | 2006 | | | 24.74 | 24.77 | -0.03 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
IFFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.92 | 27.03 | 18.22 | N/A | | 2008 | -8.27 | -2.82 | -21.62 | -21.80 | | 2007 | 4.59 | 7.16 | 2.52 | -2.45 | | 2006 | 8.99 | -1.19 | 3.71 | 11.69 | | 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 | 247 | 824 | 29.98 | | 1-Month | 372 | 847 | 43.92 | | 3-Month | 337 | 844 | 39.93 | | 6-Month | 461 | 839 | 54.95 | | 1-Year | 195 | 817 | 23.87 | | 3-Year | 282 | 612 | 46.08 | | 5-Year | | 462 | N/A |
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