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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.52% | | 5-Year Average Return: | 3.86% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 40.42% | |
Worst 1-Yr Total Return (2008): | -41.53% | |
Best 3-Yr Total Return (2004-6): | 29.72% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
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| 1-Year: | -14.35% | | 3-Year: | -9.25% | | 5-Year: | 4.79% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGLAX | Category | Diff | Index* | Diff | | Year To Date | 28.52 | 33.38 | -4.86 | 29.91 | -1.39 | | 1-Month | 2.95 | 2.58 | 0.37 | 2.00 | 0.95 | | 3-Month | 6.03 | 6.33 | -0.3 | 4.58 | 1.45 | | 1-Year | 38.97 | 43.28 | -4.31 | 37.72 | 1.25 | | 3-Year | -10.42 | -12.12 | 1.7 | -5.52 | -4.9 | | 5-Year | 3.86 | 1.63 | 2.23 | 4.13 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.24 | 77.55 | -0.31 | 59.35 | 17.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.13 | -16.08 | -3.05 | -14.95 | -4.18 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.53 | -46.63 | 5.10 | | 2007 | | | -6.87 | -7.68 | 0.81 | | 2006 | | | 40.42 | 39.00 | 1.42 | | 2005 | | | 14.11 | 13.40 | 0.71 | | 2004 | | | 36.23 | 35.79 | 0.44 | | 2003 | | | 41.35 | 41.26 | 0.09 | | 2002 | | | 4.06 | 5.60 | -1.54 | | 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
IGLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.39 | 32.13 | 24.84 | N/A | | 2008 | -3.71 | -8.02 | -7.01 | -29.01 | | 2007 | 5.61 | -6.79 | 5.60 | -10.42 | | 2006 | 14.77 | -1.39 | 9.05 | 13.78 | | 2005 | -6.25 | 9.36 | 5.96 | 5.03 | | 2004 | 11.93 | -3.55 | 5.14 | 20.01 | | 2003 | -0.19 | 15.12 | 9.45 | 12.40 | | 2002 | 5.18 | 4.47 | -7.70 | 2.60 | | 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 | 119 | 151 | 78.81 | | 1-Month | 68 | 159 | 42.77 | | 3-Month | 92 | 159 | 57.86 | | 6-Month | 58 | 155 | 37.42 | | 1-Year | 75 | 149 | 50.34 | | 3-Year | 12 | 83 | 14.46 | | 5-Year | 2 | 26 | 7.69 |
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0.21% Nasdaq 
Performance
