|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.57% | | 5-Year Average Return: | 2.23% | | 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 (2005-7): | 10.74% | |
Worst 3-Yr Total Return (2007-9): | -3.66% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGIAX | Category | Diff | Index* | Diff | | Year To Date | -2.57 | -3.22 | 0.65 | -3.60 | 1.03 | | 1-Month | -2.57 | -3.22 | 0.65 | -3.60 | 1.03 | | 3-Month | 3.04 | 6.07 | -3.03 | 4.16 | -1.12 | | 1-Year | 15.21 | 42.02 | -26.81 | 33.14 | -17.93 | | 3-Year | -4.24 | -6.52 | 2.28 | -7.24 | 3 | | 5-Year | 2.23 | 1.32 | 0.91 | 0.18 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.32 | 54.45 | -28.13 | 45.76 | -19.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.03 | -16.14 | -2.89 | -18.25 | -0.78 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGIAX | Category | Diff | | 2009 | | | 13.54 | 37.39 | -23.85 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
IGIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.94 | 9.90 | 9.92 | 3.22 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 486 | 7.82 | | 1-Month | 19 | 486 | 3.91 | | 3-Month | 342 | 482 | 70.95 | | 6-Month | 431 | 479 | 89.98 | | 1-Year | 382 | 451 | 84.70 | | 3-Year | 60 | 370 | 16.22 | | 5-Year | 78 | 304 | 25.66 |
|
|
|
|
|
0.80% Nasdaq 
0.39 (1.26%) 
Performance
