|
| Morningstar Return Rating: | High | | Year to Date Return: | 14.27% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 10.60% | |
Worst 1-Yr Total Return (2008): | 10.37% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | 15.30% | | 3-Year: | 10.28% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGBBX | Category | Diff | Index* | Diff | | Year To Date | 14.27 | 16.41 | -2.14 | 7.61 | 6.66 | | 1-Month | 2.52 | 2.04 | 0.48 | 1.29 | 1.23 | | 3-Month | 6.25 | 5.59 | 0.66 | 2.86 | 3.39 | | 1-Year | 23.31 | 24.00 | -0.69 | 11.63 | 11.68 | | 3-Year | 11.22 | 6.78 | 4.44 | 6.40 | 4.82 | | 5-Year | N/A | 4.92 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.66 | 18.89 | -3.23 | 7.06 | 8.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 15.84 | 7.91 | 7.93 | 7.94 | 7.9 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 10.37 | -1.57 | 11.94 | | 2007 | | | 10.60 | 7.28 | 3.32 | | 2006 | | | N/A | 5.42 | N/A | | 2005 | | | N/A | -3.33 | N/A | | 2004 | | | N/A | 8.98 | N/A | | 2003 | | | N/A | 13.79 | N/A | | 2002 | | | N/A | 14.10 | N/A | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IGBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.36 | 4.93 | 7.76 | N/A | | 2008 | 7.93 | -3.71 | -2.54 | 8.96 | | 2007 | 0.91 | -0.41 | 5.98 | 3.85 | | 2006 | N/A | N/A | 1.89 | 1.76 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 148 | 275 | 53.82 | | 1-Month | 144 | 300 | 48.00 | | 3-Month | 147 | 290 | 50.69 | | 6-Month | 120 | 286 | 41.96 | | 1-Year | 119 | 263 | 45.25 | | 3-Year | 10 | 189 | 5.29 | | 5-Year | | 163 | N/A |
|
|
|
|
|
0.02% Nasdaq 
Performance
