|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 68.29% | | 5-Year Average Return: | 8.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.72% | |
Worst 1-Yr Total Return (2008): | -61.27% | |
Best 3-Yr Total Return (2005-7): | 32.83% | |
Worst 3-Yr Total Return (2006-8): | -11.16% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGNYX | Category | Diff | Index* | Diff | | Year To Date | 68.29 | 44.04 | 24.25 | 24.07 | 44.22 | | 1-Month | 5.78 | 6.23 | -0.45 | 6.00 | -0.22 | | 3-Month | 13.76 | 11.92 | 1.84 | 7.91 | 5.85 | | 1-Year | 74.91 | 46.07 | 28.84 | 25.39 | 49.52 | | 3-Year | -2.56 | 0.20 | -2.76 | -5.79 | 3.23 | | 5-Year | 8.79 | 10.75 | -1.96 | 0.71 | 8.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.67 | 54.65 | 13.02 | 45.76 | 21.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.05 | -26.32 | -9.73 | -18.25 | -17.8 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGNYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -61.27 | -48.79 | -12.48 | | 2007 | | | 43.72 | 37.12 | 6.60 | | 2006 | | | 25.98 | 10.53 | 15.45 | | 2005 | | | 29.44 | 38.20 | -8.76 | | 2004 | | | 28.46 | 27.47 | 0.99 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
IGNYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.78 | 32.05 | 17.08 | N/A | | 2008 | -6.34 | 12.73 | -38.01 | -40.83 | | 2007 | 6.20 | 14.92 | 10.58 | 6.50 | | 2006 | 15.71 | 4.00 | -4.70 | 9.85 | | 2005 | 6.17 | -0.09 | 18.52 | 2.96 | | 2004 | 5.75 | -0.28 | 12.95 | 7.86 | | 2003 | N/A | N/A | N/A | 19.73 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 137 | 8.76 | | 1-Month | 56 | 138 | 40.58 | | 3-Month | 15 | 138 | 10.87 | | 6-Month | 108 | 137 | 78.83 | | 1-Year | 13 | 131 | 9.92 | | 3-Year | 61 | 80 | 76.25 | | 5-Year | 34 | 67 | 50.75 |
|
|
|
|
|
0.10% Nasdaq 0.00%
0.24 (1.31%) 
Performance
