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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.94% | | 5-Year Average Return: | 4.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.15% | |
Worst 1-Yr Total Return (2008): | -42.15% | |
Best 3-Yr Total Return (2004-6): | 17.87% | |
Worst 3-Yr Total Return (2006-8): | -7.83% |
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| 1-Year: | -6.16% | | 3-Year: | -5.30% | | 5-Year: | 4.08% | | 10-Year: | -0.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGLGX | Category | Diff | Index* | Diff | | Year To Date | 20.94 | 25.91 | -4.97 | 27.36 | -6.42 | | 1-Month | -2.54 | -2.31 | -0.23 | -1.25 | -1.29 | | 3-Month | 5.07 | 5.52 | -0.45 | 8.10 | -3.03 | | 1-Year | 19.39 | 22.45 | -3.06 | 27.71 | -8.32 | | 3-Year | -5.74 | -5.03 | -0.71 | -5.22 | -0.52 | | 5-Year | 4.24 | 3.41 | 0.83 | 5.10 | -0.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.18 | 50.04 | -2.86 | 59.35 | -12.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.17 | -12.42 | -3.75 | -14.95 | -1.22 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGLGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.15 | -41.91 | -0.24 | | 2007 | | | 13.60 | 11.28 | 2.32 | | 2006 | | | 19.15 | 19.72 | -0.57 | | 2005 | | | 18.41 | 11.61 | 6.80 | | 2004 | | | 16.08 | 15.27 | 0.81 | | 2003 | | | 25.16 | 34.49 | -9.33 | | 2002 | | | -23.38 | -19.36 | -4.02 | | 2001 | | | -22.29 | -17.51 | -4.78 | | 2000 | | | -23.37 | -9.14 | -14.23 | | 1999 | | | 37.09 | 41.13 | -4.04 |
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| PAST QUARTERLY RETURNS (%) FOR
IGLGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.41 | 17.75 | 16.34 | N/A | | 2008 | -9.67 | -2.12 | -18.45 | -19.76 | | 2007 | 2.04 | 8.85 | 4.01 | -1.67 | | 2006 | 8.27 | -1.25 | 0.84 | 10.51 | | 2005 | 0.18 | 1.60 | 12.22 | 3.68 | | 2004 | 2.87 | -0.60 | 0.80 | 12.61 | | 2003 | -4.62 | 13.98 | 3.54 | 11.19 | | 2002 | -1.57 | -10.58 | -17.19 | 5.12 | | 2001 | -17.25 | 2.21 | -18.41 | 12.61 | | 2000 | 0.87 | -6.69 | -5.63 | -13.73 | | 1999 | N/A | N/A | N/A | 32.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 506 | 767 | 65.97 | | 1-Month | 413 | 844 | 48.93 | | 3-Month | 423 | 830 | 50.96 | | 6-Month | 566 | 787 | 71.92 | | 1-Year | 326 | 741 | 43.99 | | 3-Year | 220 | 530 | 41.51 | | 5-Year | 127 | 434 | 29.26 |
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