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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.90% | | 5-Year Average Return: | -13.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.44% | |
Worst 1-Yr Total Return (2008): | -60.50% | |
Best 3-Yr Total Return (2004-6): | 9.10% | |
Worst 3-Yr Total Return (2006-8): | -29.61% |
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| 1-Year: | -24.11% | | 3-Year: | -25.93% | | 5-Year: | -13.30% | | 10-Year: | -3.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IFSCX | Category | Diff | Index* | Diff | | Year To Date | 25.90 | 24.03 | 1.87 | 24.07 | 1.83 | | 1-Month | 5.16 | 3.09 | 2.07 | 6.00 | -0.84 | | 3-Month | 0.41 | 0.88 | -0.47 | 7.91 | -7.5 | | 1-Year | 22.19 | 25.06 | -2.87 | 25.39 | -3.2 | | 3-Year | -26.50 | -14.98 | -11.52 | -5.79 | -20.71 | | 5-Year | -13.69 | -5.72 | -7.97 | 0.71 | -14.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 102.77 | 76.37 | 26.4 | 45.76 | 57.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.54 | -13.82 | -17.72 | -18.25 | -13.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -60.50 | -43.91 | -16.59 | | 2007 | | | -23.52 | -11.64 | -11.88 | | 2006 | | | 15.44 | 16.90 | -1.46 | | 2005 | | | 4.50 | 6.74 | -2.24 | | 2004 | | | 7.65 | 14.02 | -6.37 | | 2003 | | | 28.05 | 33.56 | -5.51 | | 2002 | | | -16.36 | -10.28 | -6.08 | | 2001 | | | -10.78 | -2.05 | -8.73 | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IFSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -26.59 | 37.62 | 24.28 | N/A | | 2008 | -14.39 | -20.95 | -4.24 | -39.06 | | 2007 | -3.29 | 3.25 | -6.54 | -18.05 | | 2006 | 2.96 | -2.00 | 6.80 | 7.13 | | 2005 | -6.85 | 3.58 | -0.69 | 9.06 | | 2004 | 4.64 | -3.34 | -0.58 | 7.05 | | 2003 | -5.15 | 16.37 | 3.94 | 11.61 | | 2002 | 3.33 | -7.74 | -15.97 | 4.42 | | 2001 | -10.48 | 6.65 | -12.83 | 7.20 | | 2000 | N/A | -1.85 | 22.70 | 2.83 | | 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 | 56 | 129 | 43.41 | | 1-Month | 36 | 129 | 27.91 | | 3-Month | 28 | 129 | 21.71 | | 6-Month | 20 | 129 | 15.50 | | 1-Year | 42 | 122 | 34.43 | | 3-Year | 82 | 107 | 76.64 | | 5-Year | 73 | 101 | 72.28 |
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0.51% Nasdaq 
Performance
