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| Morningstar Return Rating: | Below average | | Year to Date Return: | 43.06% | | 5-Year Average Return: | 7.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.49% | |
Worst 1-Yr Total Return (2008): | -23.61% | |
Best 3-Yr Total Return (2004-6): | 10.54% | |
Worst 3-Yr Total Return (2006-8): | -3.78% |
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| 1-Year: | 21.66% | | 3-Year: | 5.85% | | 5-Year: | 8.15% | | 10-Year: | 9.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHICX | Category | Diff | Index* | Diff | | Year To Date | 43.06 | 30.28 | 12.78 | 6.24 | 36.82 | | 1-Month | 0.51 | 0.37 | 0.14 | 0.49 | 0.02 | | 3-Month | 10.36 | 7.25 | 3.11 | 2.60 | 7.76 | | 1-Year | 58.25 | 40.66 | 17.59 | 13.79 | 44.46 | | 3-Year | 5.24 | 5.60 | -0.36 | 6.35 | -1.11 | | 5-Year | 7.81 | 7.82 | -0.01 | 5.05 | 2.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.93 | 33.40 | 7.53 | 7.06 | 33.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.62 | 2.73 | 1.89 | 7.94 | -3.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.61 | -17.64 | -5.97 | | 2007 | | | 3.67 | 5.36 | -1.69 | | 2006 | | | 12.49 | 10.99 | 1.50 | | 2005 | | | 9.93 | 11.50 | -1.57 | | 2004 | | | 9.24 | 12.31 | -3.07 | | 2003 | | | 29.36 | 30.83 | -1.47 | | 2002 | | | 9.23 | 12.69 | -3.46 | | 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
IHICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.99 | 18.34 | 14.56 | N/A | | 2008 | -1.00 | -1.83 | -8.78 | -13.83 | | 2007 | 2.42 | -0.60 | 0.51 | 1.32 | | 2006 | 2.51 | -3.34 | 7.91 | 5.20 | | 2005 | -0.97 | 4.58 | 4.35 | 1.72 | | 2004 | 1.57 | -6.05 | 7.88 | 6.11 | | 2003 | 7.18 | 11.28 | 2.63 | 5.69 | | 2002 | 7.05 | -6.86 | -2.38 | 12.22 | | 2001 | 3.87 | 1.96 | -5.03 | 11.92 | | 2000 | 1.30 | -0.19 | 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 | 12 | 112 | 10.71 | | 1-Month | 109 | 113 | 96.46 | | 3-Month | 38 | 113 | 33.63 | | 6-Month | 7 | 112 | 6.25 | | 1-Year | 3 | 108 | 2.78 | | 3-Year | 39 | 72 | 54.17 | | 5-Year | 30 | 52 | 57.69 |
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1.23% Nasdaq 0.00%
Performance
