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| Morningstar Return Rating: | Above average | | Year to Date Return: | 38.18% | | 5-Year Average Return: | 2.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.11% | |
Worst 1-Yr Total Return (2008): | -46.54% | |
Best 3-Yr Total Return (2004-6): | 15.35% | |
Worst 3-Yr Total Return (2006-8): | -10.92% |
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| 1-Year: | -6.81% | | 3-Year: | -4.69% | | 5-Year: | 3.66% | | 10-Year: | 6.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHCAX | Category | Diff | Index* | Diff | | Year To Date | 38.18 | 25.10 | 13.08 | 24.07 | 14.11 | | 1-Month | 6.61 | 5.28 | 1.33 | 6.00 | 0.61 | | 3-Month | 8.00 | 7.01 | 0.99 | 7.91 | 0.09 | | 1-Year | 41.56 | 28.01 | 13.55 | 25.39 | 16.17 | | 3-Year | -4.85 | -5.87 | 1.02 | -5.79 | 0.94 | | 5-Year | 2.96 | 0.64 | 2.32 | 0.71 | 2.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.25 | 46.08 | 11.17 | 45.76 | 11.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.82 | -17.41 | -2.41 | -18.25 | -1.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.54 | -37.79 | -8.75 | | 2007 | | | 15.25 | 6.16 | 9.09 | | 2006 | | | 14.72 | 14.17 | 0.55 | | 2005 | | | 14.24 | 5.88 | 8.36 | | 2004 | | | 17.11 | 10.02 | 7.09 | | 2003 | | | 39.34 | 27.05 | 12.29 | | 2002 | | | -23.45 | -22.25 | -1.20 | | 2001 | | | -7.40 | -13.50 | 6.10 | | 2000 | | | 7.59 | -6.31 | 13.90 | | 1999 | | | 65.58 | 20.16 | 45.42 |
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| PAST QUARTERLY RETURNS (%) FOR
IHCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.91 | 23.88 | 15.32 | N/A | | 2008 | -11.63 | 2.66 | -20.09 | -26.25 | | 2007 | 0.12 | 9.10 | 5.64 | -0.13 | | 2006 | 5.45 | -2.25 | 2.72 | 8.36 | | 2005 | -2.70 | 1.64 | 9.41 | 5.57 | | 2004 | 4.81 | 2.17 | -3.36 | 13.16 | | 2003 | -5.32 | 19.29 | 5.21 | 17.26 | | 2002 | -2.66 | -15.12 | -14.17 | 7.95 | | 2001 | -5.36 | 7.88 | -20.35 | 13.87 | | 2000 | 14.39 | -6.43 | 6.12 | -5.27 | | 1999 | N/A | N/A | N/A | 36.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 141 | 2021 | 6.98 | | 1-Month | 739 | 2113 | 34.97 | | 3-Month | 920 | 2091 | 44.00 | | 6-Month | 1609 | 2064 | 77.96 | | 1-Year | 149 | 2011 | 7.41 | | 3-Year | 455 | 1707 | 26.65 | | 5-Year | 101 | 1360 | 7.43 |
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0.51% Nasdaq 
Performance
