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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.95% | | 5-Year Average Return: | 3.94% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 39.34% | |
Worst 1-Yr Total Return (2008): | -41.93% | |
Best 3-Yr Total Return (2004-6): | 28.77% | |
Worst 3-Yr Total Return (2006-8): | -9.23% |
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| 1-Year: | -10.69% | | 3-Year: | -8.14% | | 5-Year: | 5.24% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGCAX | Category | Diff | Index* | Diff | | Year To Date | 23.95 | 29.96 | -6.01 | 27.36 | -3.41 | | 1-Month | -2.56 | -1.74 | -0.82 | -1.25 | -1.31 | | 3-Month | 10.58 | 10.81 | -0.23 | 8.10 | 2.48 | | 1-Year | 16.40 | 21.38 | -4.98 | 27.71 | -11.31 | | 3-Year | -10.58 | -11.59 | 1.01 | -5.22 | -5.36 | | 5-Year | 3.94 | 2.36 | 1.58 | 5.10 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 76.53 | 75.03 | 1.5 | 59.35 | 17.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.74 | -15.39 | -4.35 | -14.95 | -4.79 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.93 | -46.63 | 4.70 | | 2007 | | | -7.58 | -7.68 | 0.10 | | 2006 | | | 39.34 | 39.00 | 0.34 | | 2005 | | | 13.27 | 13.40 | -0.13 | | 2004 | | | 35.29 | 35.79 | -0.50 | | 2003 | | | 40.39 | 41.26 | -0.87 | | 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
IGCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.58 | 31.88 | 24.59 | N/A | | 2008 | -3.92 | -8.16 | -7.17 | -29.10 | | 2007 | 5.41 | -6.94 | 5.42 | -10.62 | | 2006 | 14.50 | -1.57 | 8.87 | 13.56 | | 2005 | -6.42 | 9.11 | 5.78 | 4.88 | | 2004 | 11.68 | -3.65 | 4.94 | 19.81 | | 2003 | -0.41 | 14.80 | 9.53 | 12.13 | | 2002 | N/A | 4.25 | -7.83 | 2.50 | | 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 | 130 | 154 | 84.42 | | 1-Month | 69 | 162 | 42.59 | | 3-Month | 95 | 159 | 59.75 | | 6-Month | 107 | 158 | 67.72 | | 1-Year | 92 | 151 | 60.93 | | 3-Year | 22 | 78 | 28.21 | | 5-Year | 6 | 26 | 23.08 |
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