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| Morningstar Return Rating: | Below average | | Year to Date Return: | 67.80% | | 5-Year Average Return: | 8.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.59% | |
Worst 1-Yr Total Return (2008): | -61.36% | |
Best 3-Yr Total Return (2005-7): | 32.61% | |
Worst 3-Yr Total Return (2006-8): | -11.29% |
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| 1-Year: | -10.01% | | 3-Year: | -2.46% | | 5-Year: | 8.13% | | 10-Year: | 12.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGNAX | Category | Diff | Index* | Diff | | Year To Date | 67.80 | 44.04 | 23.76 | 24.07 | 43.73 | | 1-Month | 5.84 | 6.23 | -0.39 | 6.00 | -0.16 | | 3-Month | 13.76 | 11.92 | 1.84 | 7.91 | 5.85 | | 1-Year | 74.33 | 46.07 | 28.26 | 25.39 | 48.94 | | 3-Year | -2.75 | 0.20 | -2.95 | -5.79 | 3.04 | | 5-Year | 8.58 | 10.75 | -2.17 | 0.71 | 7.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.42 | 54.65 | 12.77 | 45.76 | 21.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.36 | -26.32 | -10.04 | -18.25 | -18.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGNAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -61.36 | -48.79 | -12.57 | | 2007 | | | 43.59 | 37.12 | 6.47 | | 2006 | | | 25.79 | 10.53 | 15.26 | | 2005 | | | 29.11 | 38.20 | -9.09 | | 2004 | | | 27.94 | 27.47 | 0.47 | | 2003 | | | 45.61 | 32.76 | 12.85 | | 2002 | | | 4.67 | -0.80 | 5.47 | | 2001 | | | 15.39 | -10.44 | 25.83 | | 2000 | | | 9.86 | 29.49 | -19.63 | | 1999 | | | 40.98 | 30.64 | 10.34 |
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| PAST QUARTERLY RETURNS (%) FOR
IGNAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.63 | 31.95 | 17.03 | N/A | | 2008 | -6.36 | 12.73 | -38.05 | -40.91 | | 2007 | 6.17 | 14.90 | 10.55 | 6.47 | | 2006 | 15.66 | 3.95 | -4.73 | 9.81 | | 2005 | 6.09 | -0.13 | 18.44 | 2.89 | | 2004 | 5.63 | -0.40 | 12.87 | 7.74 | | 2003 | -6.00 | 14.43 | 13.18 | 19.61 | | 2002 | 23.08 | -4.71 | -19.52 | 10.89 | | 2001 | 4.21 | 13.40 | -21.37 | 24.19 | | 2000 | -2.02 | 8.71 | 0.74 | 2.39 | | 1999 | N/A | N/A | N/A | -5.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 13 | 137 | 9.49 | | 1-Month | 53 | 138 | 38.41 | | 3-Month | 16 | 138 | 11.59 | | 6-Month | 109 | 137 | 79.56 | | 1-Year | 16 | 131 | 12.21 | | 3-Year | 64 | 80 | 80.00 | | 5-Year | 36 | 67 | 53.73 |
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1.07% Nasdaq 
Performance
