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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.47% | | 5-Year Average Return: | 2.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.68% | |
Worst 1-Yr Total Return (2008): | -10.54% | |
Best 3-Yr Total Return (2004-6): | 2.87% | |
Worst 3-Yr Total Return (2006-8): | -2.36% |
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| 1-Year: | 10.98% | | 3-Year: | 1.88% | | 5-Year: | 2.50% | | 10-Year: | 3.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IHYBX | Category | Diff | Index* | Diff | | Year To Date | 17.47 | 16.31 | 1.16 | 12.53 | 4.94 | | 1-Month | 0.32 | 0.26 | 0.06 | 0.83 | -0.51 | | 3-Month | 2.37 | 2.55 | -0.18 | 2.25 | 0.12 | | 1-Year | 17.28 | 15.77 | 1.51 | 14.17 | 3.11 | | 3-Year | 1.65 | 1.94 | -0.29 | 4.17 | -2.52 | | 5-Year | 2.52 | 3.07 | -0.55 | 4.50 | -1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.27 | 12.70 | 0.57 | 9.40 | 3.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.16 | 2.46 | 0.7 | 5.67 | -2.51 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IHYBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.54 | -9.45 | -1.09 | | 2007 | | | 0.37 | 1.27 | -0.90 | | 2006 | | | 3.68 | 4.57 | -0.89 | | 2005 | | | 2.36 | 3.10 | -0.74 | | 2004 | | | 2.57 | 3.77 | -1.20 | | 2003 | | | 3.87 | 4.90 | -1.03 | | 2002 | | | 7.46 | 8.45 | -0.99 | | 2001 | | | 3.39 | 3.92 | -0.53 | | 2000 | | | 8.43 | 11.24 | -2.81 | | 1999 | | | -3.07 | -4.70 | 1.63 |
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| PAST QUARTERLY RETURNS (%) FOR
IHYBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.11 | 4.07 | 8.75 | N/A | | 2008 | -1.45 | 0.39 | -6.37 | -3.43 | | 2007 | 0.35 | -0.76 | 0.83 | -0.04 | | 2006 | -0.13 | -0.35 | 3.36 | 0.80 | | 2005 | -0.33 | 2.60 | -0.37 | 0.46 | | 2004 | 1.25 | -2.50 | 3.34 | 0.55 | | 2003 | 0.52 | 2.45 | -0.22 | 1.07 | | 2002 | 0.67 | 3.24 | 4.39 | -0.94 | | 2001 | 1.70 | 0.33 | 2.32 | -0.97 | | 2000 | 1.99 | 1.31 | 1.72 | 3.17 | | 1999 | N/A | N/A | N/A | -0.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 89 | 271 | 32.84 | | 1-Month | 202 | 273 | 73.99 | | 3-Month | 133 | 273 | 48.72 | | 6-Month | 119 | 272 | 43.75 | | 1-Year | 66 | 269 | 24.54 | | 3-Year | 139 | 255 | 54.51 | | 5-Year | 141 | 232 | 60.78 |
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0.02% Nasdaq 0.00%
Performance
