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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.00% | | 5-Year Average Return: | -14.02% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.47% | |
Worst 1-Yr Total Return (2008): | -60.56% | |
Best 3-Yr Total Return (2004-6): | 9.13% | |
Worst 3-Yr Total Return (2006-8): | -29.65% |
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| 1-Year: | -26.68% | | 3-Year: | -26.40% | | 5-Year: | -13.48% | | 10-Year: | -3.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IFSBX | Category | Diff | Index* | Diff | | Year To Date | 20.00 | 20.35 | -0.35 | 17.05 | 2.95 | | 1-Month | -4.60 | -4.96 | 0.36 | -1.86 | -2.74 | | 3-Month | 7.08 | 5.78 | 1.3 | 5.48 | 1.6 | | 1-Year | -4.36 | 6.97 | -11.33 | 9.80 | -14.16 | | 3-Year | -27.67 | -15.39 | -12.28 | -7.02 | -20.65 | | 5-Year | -14.02 | -5.49 | -8.53 | 0.33 | -14.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 102.93 | 76.37 | 26.56 | 45.76 | 57.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.52 | -13.57 | -17.95 | -18.25 | -13.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -60.56 | -43.91 | -16.65 | | 2007 | | | -23.55 | -11.64 | -11.91 | | 2006 | | | 15.47 | 16.90 | -1.43 | | 2005 | | | 4.47 | 6.74 | -2.27 | | 2004 | | | 7.74 | 14.02 | -6.28 | | 2003 | | | 28.63 | 33.56 | -4.93 | | 2002 | | | N/A | -10.28 | N/A | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IFSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -26.45 | 37.53 | 24.35 | N/A | | 2008 | -14.43 | -20.87 | -4.26 | -39.17 | | 2007 | -3.30 | 3.23 | -6.51 | -18.08 | | 2006 | 2.96 | -1.99 | 6.78 | 7.16 | | 2005 | -6.87 | 3.62 | -0.71 | 9.04 | | 2004 | 4.72 | -3.34 | -0.60 | 7.08 | | 2003 | -5.03 | 16.52 | 4.03 | 11.74 | | 2002 | N/A | -7.12 | -15.91 | 4.51 | | 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 | 51 | 129 | 39.53 | | 1-Month | 16 | 129 | 12.40 | | 3-Month | 43 | 129 | 33.33 | | 6-Month | 38 | 129 | 29.46 | | 1-Year | 61 | 122 | 50.00 | | 3-Year | 79 | 107 | 73.83 | | 5-Year | 71 | 101 | 70.30 |
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0.22% Nasdaq 
Performance
