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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.48% | | 5-Year Average Return: | 2.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.04% | |
Worst 1-Yr Total Return (2008): | -27.06% | |
Best 3-Yr Total Return (2004-6): | 12.06% | |
Worst 3-Yr Total Return (2006-8): | -3.24% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGIAX | Category | Diff | Index* | Diff | | Year To Date | 11.48 | 30.74 | -19.26 | 24.07 | -12.59 | | 1-Month | 3.84 | 4.28 | -0.44 | 6.00 | -2.16 | | 3-Month | 6.78 | 5.45 | 1.33 | 7.91 | -1.13 | | 1-Year | 16.22 | 36.41 | -20.19 | 25.39 | -9.17 | | 3-Year | -4.11 | -6.04 | 1.93 | -5.79 | 1.68 | | 5-Year | 2.59 | 0.99 | 1.6 | 0.71 | 1.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.32 | 54.55 | -28.23 | 45.76 | -19.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.03 | -16.09 | -2.94 | -18.25 | -0.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.06 | -39.18 | 12.12 | | 2007 | | | 7.97 | 4.85 | 3.12 | | 2006 | | | 15.04 | 14.03 | 1.01 | | 2005 | | | 9.32 | 9.25 | 0.07 | | 2004 | | | 11.89 | 16.30 | -4.41 | | 2003 | | | 23.97 | 36.28 | -12.31 | | 2002 | | | -27.59 | -16.55 | -11.04 | | 2001 | | | -42.30 | -3.12 | -39.18 | | 2000 | | | -23.29 | 6.36 | -29.65 | | 1999 | | | 118.80 | 20.92 | 97.88 |
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| PAST QUARTERLY RETURNS (%) FOR
IGIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.94 | 9.90 | 9.92 | N/A | | 2008 | -8.45 | 7.80 | -15.98 | -12.04 | | 2007 | -0.74 | 9.25 | 3.01 | -3.34 | | 2006 | 6.88 | -3.34 | 5.66 | 5.39 | | 2005 | -1.19 | 3.50 | 3.75 | 3.03 | | 2004 | 3.51 | 1.05 | 0.25 | 6.71 | | 2003 | -6.69 | 13.54 | 3.05 | 13.55 | | 2002 | -2.81 | -11.65 | -13.42 | -2.61 | | 2001 | -28.97 | 2.88 | -32.30 | 16.63 | | 2000 | 14.99 | -11.10 | 10.65 | -32.19 | | 1999 | N/A | N/A | N/A | 53.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 432 | 450 | 96.00 | | 1-Month | 134 | 479 | 27.97 | | 3-Month | 166 | 476 | 34.87 | | 6-Month | 462 | 472 | 97.88 | | 1-Year | 372 | 450 | 82.67 | | 3-Year | 110 | 367 | 29.97 | | 5-Year | 73 | 293 | 24.91 |
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