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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.46% | | 5-Year Average Return: | 1.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.12% | |
Worst 1-Yr Total Return (2008): | -38.45% | |
Best 3-Yr Total Return (2004-6): | 10.20% | |
Worst 3-Yr Total Return (2006-8): | -9.12% |
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| 1-Year: | -5.75% | | 3-Year: | -5.16% | | 5-Year: | 1.93% | | 10-Year: | -0.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IFOFX | Category | Diff | Index* | Diff | | Year To Date | 28.46 | 25.10 | 3.36 | 24.07 | 4.39 | | 1-Month | 4.85 | 5.28 | -0.43 | 6.00 | -1.15 | | 3-Month | 6.84 | 7.01 | -0.17 | 7.91 | -1.07 | | 1-Year | 32.24 | 28.01 | 4.23 | 25.39 | 6.85 | | 3-Year | -5.05 | -5.87 | 0.82 | -5.79 | 0.74 | | 5-Year | 1.21 | 0.64 | 0.57 | 0.71 | 0.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.51 | 46.08 | 1.43 | 45.76 | 1.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.97 | -17.41 | 0.44 | -18.25 | 1.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFOFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.45 | -37.79 | -0.66 | | 2007 | | | 6.85 | 6.16 | 0.69 | | 2006 | | | 14.12 | 14.17 | -0.05 | | 2005 | | | 7.21 | 5.88 | 1.33 | | 2004 | | | 9.39 | 10.02 | -0.63 | | 2003 | | | 28.66 | 27.05 | 1.61 | | 2002 | | | -21.18 | -22.25 | 1.07 | | 2001 | | | -21.54 | -13.50 | -8.04 | | 2000 | | | -8.82 | -6.31 | -2.51 | | 1999 | | | 19.03 | 20.16 | -1.13 |
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| PAST QUARTERLY RETURNS (%) FOR
IFOFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.11 | 18.78 | 14.76 | N/A | | 2008 | -8.35 | -0.69 | -12.83 | -22.43 | | 2007 | 1.12 | 6.59 | 1.81 | -2.63 | | 2006 | 4.60 | -1.30 | 3.55 | 6.76 | | 2005 | -1.92 | 0.93 | 5.26 | 2.89 | | 2004 | 1.30 | 0.10 | -1.18 | 9.17 | | 2003 | -5.27 | 16.69 | 3.60 | 12.35 | | 2002 | -0.10 | -13.59 | -16.08 | 8.81 | | 2001 | -17.17 | 5.66 | -20.16 | 12.29 | | 2000 | 8.35 | -4.56 | 0.61 | -12.37 | | 1999 | N/A | N/A | N/A | 15.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 2021 | 0.00 | | 1-Month | 0 | 2113 | 0.00 | | 3-Month | 0 | 2091 | 0.00 | | 6-Month | 1775 | 2064 | 86.00 | | 1-Year | | 2011 | N/A | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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