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| Morningstar Return Rating: | | | Year to Date Return: | 68.26% | | 5-Year Average Return: | 8.44% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -61.53% | |
Worst 1-Yr Total Return (2008): | -61.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -9.70% | | 3-Year: | -2.68% | | 5-Year: | 7.99% | | 10-Year: | 12.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGNEX | Category | Diff | Index* | Diff | | Year To Date | 68.26 | 44.04 | 24.22 | 24.07 | 44.19 | | 1-Month | 5.85 | 6.23 | -0.38 | 6.00 | -0.15 | | 3-Month | 13.78 | 11.92 | 1.86 | 7.91 | 5.87 | | 1-Year | 74.92 | 46.07 | 28.85 | 25.39 | 49.53 | | 3-Year | -2.95 | 0.20 | -3.15 | -5.79 | 2.84 | | 5-Year | 8.44 | 10.75 | -2.31 | 0.71 | 7.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.64 | 54.65 | 12.99 | 45.76 | 21.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.09 | -26.32 | -9.77 | -18.25 | -17.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGNEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -61.53 | -48.79 | -12.74 | | 2007 | | | N/A | 37.12 | N/A | | 2006 | | | N/A | 10.53 | N/A | | 2005 | | | N/A | 38.20 | N/A | | 2004 | | | N/A | 27.47 | N/A | | 2003 | | | N/A | 32.76 | N/A | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IGNEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.79 | 31.99 | 17.11 | N/A | | 2008 | -6.62 | 12.47 | -38.07 | -40.85 | | 2007 | N/A | N/A | 10.27 | 6.22 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 13 | 137 | 9.49 | | 1-Month | 55 | 138 | 39.86 | | 3-Month | 19 | 138 | 13.77 | | 6-Month | 106 | 137 | 77.37 | | 1-Year | 14 | 131 | 10.69 | | 3-Year | | 80 | N/A | | 5-Year | | 67 | N/A |
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