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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.58% | | 5-Year Average Return: | 3.09% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 39.37% | |
Worst 1-Yr Total Return (2008): | -41.95% | |
Best 3-Yr Total Return (2004-6): | 28.76% | |
Worst 3-Yr Total Return (2006-8): | -9.24% |
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| 1-Year: | -14.14% | | 3-Year: | -8.93% | | 5-Year: | 4.94% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGBAX | Category | Diff | Index* | Diff | | Year To Date | 27.58 | 33.38 | -5.8 | 29.91 | -2.33 | | 1-Month | 2.91 | 2.58 | 0.33 | 2.00 | 0.91 | | 3-Month | 5.79 | 6.33 | -0.54 | 4.58 | 1.21 | | 1-Year | 38.04 | 43.28 | -5.24 | 37.72 | 0.32 | | 3-Year | -11.09 | -12.12 | 1.03 | -5.52 | -5.57 | | 5-Year | 3.09 | 1.63 | 1.46 | 4.13 | -1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 76.60 | 77.55 | -0.95 | 59.35 | 17.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.72 | -16.08 | -3.64 | -14.95 | -4.77 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.95 | -46.63 | 4.68 | | 2007 | | | -7.58 | -7.68 | 0.10 | | 2006 | | | 39.37 | 39.00 | 0.37 | | 2005 | | | 13.29 | 13.40 | -0.11 | | 2004 | | | 35.21 | 35.79 | -0.58 | | 2003 | | | 40.16 | 41.26 | -1.10 | | 2002 | | | N/A | 5.60 | N/A | | 2001 | | | N/A | 7.01 | N/A | | 2000 | | | N/A | 19.66 | N/A | | 1999 | | | N/A | -0.11 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IGBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.58 | 31.91 | 24.64 | N/A | | 2008 | -3.89 | -8.16 | -7.21 | -29.12 | | 2007 | 5.43 | -6.96 | 5.38 | -10.60 | | 2006 | 14.51 | -1.53 | 8.81 | 13.60 | | 2005 | -6.42 | 9.18 | 5.76 | 4.84 | | 2004 | 11.70 | -3.64 | 4.89 | 19.76 | | 2003 | -0.43 | 14.88 | 9.30 | 12.11 | | 2002 | N/A | 4.16 | -7.86 | 2.55 | | 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 | 125 | 151 | 82.78 | | 1-Month | 76 | 159 | 47.80 | | 3-Month | 104 | 159 | 65.41 | | 6-Month | 68 | 155 | 43.87 | | 1-Year | 91 | 149 | 61.07 | | 3-Year | 18 | 83 | 21.69 | | 5-Year | 3 | 26 | 11.54 |
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