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| Morningstar Return Rating: | Below average | | Year to Date Return: | 43.38% | | 5-Year Average Return: | 7.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.59% | |
Worst 1-Yr Total Return (2008): | -23.70% | |
Best 3-Yr Total Return (2004-6): | 10.53% | |
Worst 3-Yr Total Return (2006-8): | -3.80% |
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| 1-Year: | 17.12% | | 3-Year: | 4.76% | | 5-Year: | 7.84% | | 10-Year: | 9.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHIBX | Category | Diff | Index* | Diff | | Year To Date | 43.38 | 30.28 | 13.1 | 6.24 | 37.14 | | 1-Month | 0.62 | 0.37 | 0.25 | 0.49 | 0.13 | | 3-Month | 10.47 | 7.25 | 3.22 | 2.60 | 7.87 | | 1-Year | 58.60 | 40.66 | 17.94 | 13.79 | 44.81 | | 3-Year | 5.30 | 5.60 | -0.3 | 6.35 | -1.05 | | 5-Year | 7.82 | 7.82 | 0 | 5.05 | 2.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.85 | 33.40 | 7.45 | 7.06 | 33.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.60 | 2.73 | 1.87 | 7.94 | -3.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.70 | -17.64 | -6.06 | | 2007 | | | 3.65 | 5.36 | -1.71 | | 2006 | | | 12.59 | 10.99 | 1.60 | | 2005 | | | 9.80 | 11.50 | -1.70 | | 2004 | | | 9.23 | 12.31 | -3.08 | | 2003 | | | 29.29 | 30.83 | -1.54 | | 2002 | | | 9.38 | 12.69 | -3.31 | | 2001 | | | 12.57 | 12.83 | -0.26 | | 2000 | | | 1.64 | 12.68 | -11.04 | | 1999 | | | 10.00 | 29.58 | -19.58 |
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| PAST QUARTERLY RETURNS (%) FOR
IHIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.15 | 18.31 | 14.54 | N/A | | 2008 | -1.00 | -1.83 | -8.77 | -13.95 | | 2007 | 2.42 | -0.61 | 0.50 | 1.32 | | 2006 | 2.50 | -3.23 | 7.78 | 5.31 | | 2005 | -0.97 | 4.57 | 4.35 | 1.61 | | 2004 | 1.57 | -6.16 | 8.01 | 6.11 | | 2003 | 7.03 | 11.25 | 2.63 | 5.80 | | 2002 | 7.05 | -6.86 | -2.38 | 12.37 | | 2001 | 3.87 | 1.96 | -5.03 | 11.92 | | 2000 | 1.30 | -0.18 | 0.40 | 0.12 | | 1999 | N/A | N/A | N/A | 4.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 7 | 112 | 6.25 | | 1-Month | 113 | 113 | 100.00 | | 3-Month | 46 | 113 | 40.71 | | 6-Month | 6 | 112 | 5.36 | | 1-Year | 4 | 108 | 3.70 | | 3-Year | 40 | 72 | 55.56 | | 5-Year | 29 | 52 | 55.77 |
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0.20% Nasdaq 
0.39%
Performance
