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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.71% | | 5-Year Average Return: | 11.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 37.54% | |
Worst 1-Yr Total Return (2008): | -41.09% | |
Best 3-Yr Total Return (2005-7): | 30.42% | |
Worst 3-Yr Total Return (2006-8): | -1.69% |
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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 | IGRTX | Category | Diff | Index* | Diff | | Year To Date | 34.71 | 44.04 | -9.33 | 24.07 | 10.64 | | 1-Month | 5.45 | 6.23 | -0.78 | 6.00 | -0.55 | | 3-Month | 14.31 | 11.92 | 2.39 | 7.91 | 6.4 | | 1-Year | 33.88 | 46.07 | -12.19 | 25.39 | 8.49 | | 3-Year | 1.14 | 0.20 | 0.94 | -5.79 | 6.93 | | 5-Year | 11.44 | 10.75 | 0.69 | 0.71 | 10.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.60 | 54.65 | -7.05 | 45.76 | 1.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.71 | -26.32 | -0.39 | -18.25 | -8.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IGRTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.09 | -48.79 | 7.70 | | 2007 | | | 33.09 | 37.12 | -4.03 | | 2006 | | | 21.19 | 10.53 | 10.66 | | 2005 | | | 37.54 | 38.20 | -0.66 | | 2004 | | | 6.23 | 27.47 | -21.24 | | 2003 | | | 52.11 | 32.76 | 19.35 | | 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
IGRTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.81 | 17.87 | 17.13 | N/A | | 2008 | -3.92 | 17.49 | -29.97 | -25.48 | | 2007 | 3.56 | 13.39 | 7.71 | 5.22 | | 2006 | 12.03 | 2.29 | -7.40 | 14.20 | | 2005 | 9.69 | 0.81 | 23.58 | 0.65 | | 2004 | 3.49 | -12.19 | 11.52 | 4.82 | | 2003 | -6.31 | 17.07 | 13.28 | 22.44 | | 2002 | N/A | N/A | N/A | 3.93 | | 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 | 101 | 137 | 73.72 | | 1-Month | 132 | 138 | 95.65 | | 3-Month | 92 | 138 | 66.67 | | 6-Month | 69 | 137 | 50.36 | | 1-Year | 87 | 131 | 66.41 | | 3-Year | 37 | 80 | 46.25 | | 5-Year | 22 | 67 | 32.84 |
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0.83% Nasdaq 
Performance
