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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.99% | | 5-Year Average Return: | 1.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.30% | |
Worst 1-Yr Total Return (2008): | -32.87% | |
Best 3-Yr Total Return (2005-7): | 6.83% | |
Worst 3-Yr Total Return (2006-8): | -8.24% |
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| 1-Year: | -2.39% | | 3-Year: | -3.50% | | 5-Year: | 0.78% | | 10-Year: | 0.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHABX | Category | Diff | Index* | Diff | | Year To Date | 27.99 | 22.21 | 5.78 | N/A | N/A | | 1-Month | 4.78 | 3.58 | 1.2 | N/A | N/A | | 3-Month | 7.31 | 5.74 | 1.57 | N/A | N/A | | 1-Year | 31.92 | 26.14 | 5.78 | N/A | N/A | | 3-Year | -3.10 | -2.18 | -0.92 | N/A | N/A | | 5-Year | 1.42 | 2.20 | -0.78 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.54 | 33.99 | 6.55 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.09 | -9.13 | -1.96 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.87 | -28.00 | -4.87 | | 2007 | | | 5.30 | 5.99 | -0.69 | | 2006 | | | 9.30 | 11.29 | -1.99 | | 2005 | | | 5.92 | 5.13 | 0.79 | | 2004 | | | 2.70 | 8.86 | -6.16 | | 2003 | | | 16.99 | 20.35 | -3.36 | | 2002 | | | -13.84 | -12.02 | -1.82 | | 2001 | | | -5.86 | -5.05 | -0.81 | | 2000 | | | 0.16 | 1.82 | -1.66 | | 1999 | | | 11.29 | 10.71 | 0.58 |
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| PAST QUARTERLY RETURNS (%) FOR
IHABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.74 | 14.48 | 13.52 | N/A | | 2008 | -7.94 | -2.45 | -9.80 | -17.12 | | 2007 | 0.91 | 5.73 | 1.31 | -2.59 | | 2006 | 1.90 | -2.37 | 4.25 | 5.38 | | 2005 | -2.18 | 2.17 | 3.45 | 2.45 | | 2004 | 0.08 | 0.42 | -2.08 | 4.35 | | 2003 | -2.46 | 9.91 | 0.87 | 8.19 | | 2002 | -0.49 | -9.85 | -9.32 | 5.91 | | 2001 | -6.25 | 1.90 | -7.50 | 6.54 | | 2000 | 3.60 | -1.91 | 0.02 | -1.46 | | 1999 | N/A | N/A | N/A | 8.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 201 | 1184 | 16.98 | | 1-Month | 517 | 1233 | 41.93 | | 3-Month | 208 | 1229 | 16.92 | | 6-Month | 217 | 1208 | 17.96 | | 1-Year | 212 | 1183 | 17.92 | | 3-Year | 538 | 932 | 57.73 | | 5-Year | 479 | 784 | 61.10 |
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0.27% Nasdaq 
0.10%
Performance
