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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.97% | | 5-Year Average Return: | 11.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 37.73% | |
Worst 1-Yr Total Return (2008): | -41.00% | |
Best 3-Yr Total Return (2005-7): | 30.62% | |
Worst 3-Yr Total Return (2006-8): | -1.54% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IGRSX | Category | Diff | Index* | Diff | | Year To Date | 34.97 | 44.04 | -9.07 | 24.07 | 10.9 | | 1-Month | 5.48 | 6.23 | -0.75 | 6.00 | -0.52 | | 3-Month | 14.43 | 11.92 | 2.51 | 7.91 | 6.52 | | 1-Year | 34.15 | 46.07 | -11.92 | 25.39 | 8.76 | | 3-Year | 1.31 | 0.20 | 1.11 | -5.79 | 7.1 | | 5-Year | 11.62 | 10.75 | 0.87 | 0.71 | 10.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.72 | 54.65 | -6.93 | 45.76 | 1.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.60 | -26.32 | -0.28 | -18.25 | -8.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGRSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.00 | -48.79 | 7.79 | | 2007 | | | 33.27 | 37.12 | -3.85 | | 2006 | | | 21.41 | 10.53 | 10.88 | | 2005 | | | 37.73 | 38.20 | -0.47 | | 2004 | | | 6.42 | 27.47 | -21.05 | | 2003 | | | 52.22 | 32.76 | 19.46 | | 2002 | | | 0.80 | -0.80 | 1.60 | | 2001 | | | -12.12 | -10.44 | -1.68 | | 2000 | | | -4.73 | 29.49 | -34.22 | | 1999 | | | 23.36 | 30.64 | -7.28 |
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| PAST QUARTERLY RETURNS (%) FOR
IGRSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.75 | 17.89 | 17.18 | N/A | | 2008 | -3.86 | 17.51 | -29.94 | -25.46 | | 2007 | 3.59 | 13.45 | 7.72 | 5.27 | | 2006 | 12.14 | 2.37 | -7.42 | 14.24 | | 2005 | 9.74 | 0.87 | 23.63 | 0.64 | | 2004 | 3.56 | -12.13 | 11.59 | 4.80 | | 2003 | -6.32 | 17.08 | 13.29 | 22.50 | | 2002 | 15.12 | 0.09 | -15.87 | 3.98 | | 2001 | -6.73 | 1.54 | -12.61 | 6.18 | | 2000 | -7.48 | 1.29 | 1.36 | 0.30 | | 1999 | N/A | N/A | N/A | 0.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 98 | 137 | 71.53 | | 1-Month | 135 | 138 | 97.83 | | 3-Month | 89 | 138 | 64.49 | | 6-Month | 64 | 137 | 46.72 | | 1-Year | 85 | 131 | 64.89 | | 3-Year | 35 | 80 | 43.75 | | 5-Year | 20 | 67 | 29.85 |
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0.20% Nasdaq 0.00%
Performance
