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| Morningstar Return Rating: | Below average | | Year to Date Return: | 45.49% | | 5-Year Average Return: | 8.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.34% | |
Worst 1-Yr Total Return (2008): | -23.05% | |
Best 3-Yr Total Return (2004-6): | 11.42% | |
Worst 3-Yr Total Return (2006-8): | -3.06% |
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| 1-Year: | 17.96% | | 3-Year: | 5.01% | | 5-Year: | 7.96% | | 10-Year: | 10.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHIAX | Category | Diff | Index* | Diff | | Year To Date | 45.49 | 32.12 | 13.37 | 7.61 | 37.88 | | 1-Month | 0.95 | 1.44 | -0.49 | 1.29 | -0.34 | | 3-Month | 8.05 | 6.67 | 1.38 | 2.86 | 5.19 | | 1-Year | 55.42 | 41.79 | 13.63 | 11.63 | 43.79 | | 3-Year | 6.00 | 5.50 | 0.5 | 6.40 | -0.4 | | 5-Year | 8.53 | 7.74 | 0.79 | 5.49 | 3.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.40 | 33.40 | 8 | 7.06 | 34.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.39 | 2.19 | 3.2 | 7.94 | -2.55 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.05 | -17.64 | -5.41 | | 2007 | | | 4.46 | 5.36 | -0.90 | | 2006 | | | 13.34 | 10.99 | 2.35 | | 2005 | | | 10.89 | 11.50 | -0.61 | | 2004 | | | 10.06 | 12.31 | -2.25 | | 2003 | | | 30.29 | 30.83 | -0.54 | | 2002 | | | 10.06 | 12.69 | -2.63 | | 2001 | | | 13.41 | 12.83 | 0.58 | | 2000 | | | 2.41 | 12.68 | -10.27 | | 1999 | | | 10.85 | 29.58 | -18.73 |
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| PAST QUARTERLY RETURNS (%) FOR
IHIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.12 | 18.68 | 14.73 | N/A | | 2008 | -0.81 | -1.65 | -8.60 | -13.70 | | 2007 | 2.61 | -0.41 | 0.70 | 1.52 | | 2006 | 2.70 | -3.15 | 8.11 | 5.40 | | 2005 | -0.67 | 4.67 | 4.66 | 1.91 | | 2004 | 1.76 | -5.87 | 8.20 | 6.20 | | 2003 | 7.22 | 11.61 | 2.83 | 5.88 | | 2002 | 7.24 | -6.67 | -2.19 | 12.43 | | 2001 | 4.06 | 2.15 | -4.86 | 12.13 | | 2000 | 1.49 | 0.00 | 0.60 | 0.30 | | 1999 | N/A | N/A | N/A | 4.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 4 | 112 | 3.57 | | 1-Month | 68 | 113 | 60.18 | | 3-Month | 28 | 113 | 24.78 | | 6-Month | 4 | 112 | 3.57 | | 1-Year | 8 | 108 | 7.41 | | 3-Year | 36 | 73 | 49.32 | | 5-Year | 19 | 53 | 35.85 |
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0.51% Nasdaq 
0.05 (0.58%) 
Performance
