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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.19% | | 5-Year Average Return: | 3.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.56% | |
Worst 1-Yr Total Return (2008): | -31.94% | |
Best 3-Yr Total Return (2004-6): | 12.18% | |
Worst 3-Yr Total Return (2006-8): | -4.28% |
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| 1-Year: | -10.31% | | 3-Year: | -4.48% | | 5-Year: | 2.12% | | 10-Year: | 3.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHGIX | Category | Diff | Index* | Diff | | Year To Date | 22.19 | 21.73 | 0.46 | 24.07 | -1.88 | | 1-Month | 5.86 | 5.16 | 0.7 | 6.00 | -0.14 | | 3-Month | 7.94 | 6.45 | 1.49 | 7.91 | 0.03 | | 1-Year | 25.11 | 24.67 | 0.44 | 25.39 | -0.28 | | 3-Year | -2.95 | -7.33 | 4.38 | -5.79 | 2.84 | | 5-Year | 3.17 | 0.27 | 2.9 | 0.71 | 2.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.40 | 47.53 | -5.13 | 45.76 | -3.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.18 | -16.99 | 1.81 | -18.25 | 3.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.94 | -37.09 | 5.15 | | 2007 | | | 7.77 | 1.42 | 6.35 | | 2006 | | | 19.56 | 18.15 | 1.41 | | 2005 | | | 5.42 | 5.95 | -0.53 | | 2004 | | | 12.01 | 12.97 | -0.96 | | 2003 | | | 25.66 | 28.44 | -2.78 | | 2002 | | | -14.19 | -18.69 | 4.50 | | 2001 | | | -4.57 | -4.99 | 0.42 | | 2000 | | | 10.04 | 7.87 | 2.17 | | 1999 | | | 4.57 | 6.72 | -2.15 |
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| PAST QUARTERLY RETURNS (%) FOR
IHGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.39 | 15.76 | 13.64 | N/A | | 2008 | -7.14 | -1.97 | -8.17 | -18.58 | | 2007 | 1.11 | 7.55 | 2.15 | -2.98 | | 2006 | 4.58 | 0.52 | 5.44 | 7.86 | | 2005 | -1.02 | 0.03 | 5.31 | 1.10 | | 2004 | 0.81 | 1.59 | 0.27 | 9.07 | | 2003 | -5.62 | 15.08 | 1.90 | 13.54 | | 2002 | 4.49 | -8.32 | -18.33 | 9.68 | | 2001 | -5.60 | 4.12 | -8.91 | 6.59 | | 2000 | 0.53 | -2.28 | 6.61 | 5.06 | | 1999 | N/A | N/A | N/A | 6.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 555 | 1293 | 42.92 | | 1-Month | 187 | 1338 | 13.98 | | 3-Month | 212 | 1329 | 15.95 | | 6-Month | 910 | 1320 | 68.94 | | 1-Year | 407 | 1280 | 31.80 | | 3-Year | 67 | 1088 | 6.16 | | 5-Year | 59 | 917 | 6.43 |
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0.26% Nasdaq 
Performance
