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| Morningstar Return Rating: | Low | | Year to Date Return: | 51.23% | | 5-Year Average Return: | 1.49% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.65% | |
Worst 1-Yr Total Return (2008): | -34.24% | |
Best 3-Yr Total Return (2005-7): | 2.27% | |
Worst 3-Yr Total Return (2006-8): | -13.19% |
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| 1-Year: | 10.39% | | 3-Year: | -4.99% | | 5-Year: | 0.83% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHFAX | Category | Diff | Index* | Diff | | Year To Date | 51.23 | 42.53 | 8.7 | 7.61 | 43.62 | | 1-Month | 1.30 | 1.09 | 0.21 | 1.29 | 0.01 | | 3-Month | 7.95 | 7.76 | 0.19 | 2.86 | 5.09 | | 1-Year | 64.41 | 48.90 | 15.51 | 11.63 | 52.78 | | 3-Year | -3.36 | 2.47 | -5.83 | 6.40 | -9.76 | | 5-Year | 1.49 | 4.02 | -2.53 | 5.49 | -4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.29 | 35.54 | 10.75 | 7.06 | 39.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.06 | 0.71 | 1.35 | 7.94 | -5.88 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.24 | -26.41 | -7.83 | | 2007 | | | -10.07 | 1.47 | -11.54 | | 2006 | | | 10.65 | 10.14 | 0.51 | | 2005 | | | 7.48 | 2.59 | 4.89 | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IHFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.03 | 24.53 | 14.28 | N/A | | 2008 | -6.01 | -1.26 | -9.90 | -21.37 | | 2007 | 2.71 | 0.11 | -5.96 | -6.99 | | 2006 | 3.32 | 1.56 | 2.06 | 3.31 | | 2005 | -0.58 | 3.14 | 3.02 | 1.75 | | 2004 | N/A | N/A | 1.82 | 5.54 | | 2003 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 81 | 543 | 14.92 | | 1-Month | 86 | 574 | 14.98 | | 3-Month | 216 | 571 | 37.83 | | 6-Month | 178 | 559 | 31.84 | | 1-Year | 21 | 543 | 3.87 | | 3-Year | 381 | 467 | 81.58 | | 5-Year | 317 | 403 | 78.66 |
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0.10% Nasdaq 
0.27%
Performance
