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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.19% | | 5-Year Average Return: | 3.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.04% | |
Worst 1-Yr Total Return (2008): | -48.98% | |
Best 3-Yr Total Return (2005-7): | 19.80% | |
Worst 3-Yr Total Return (2006-8): | -8.79% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IJCSX | Category | Diff | Index* | Diff | | Year To Date | 28.19 | 25.10 | 3.09 | 24.07 | 4.12 | | 1-Month | 5.74 | 5.28 | 0.46 | 6.00 | -0.26 | | 3-Month | 3.43 | 7.01 | -3.58 | 7.91 | -4.48 | | 1-Year | 42.01 | 28.01 | 14 | 25.39 | 16.62 | | 3-Year | -6.63 | -5.87 | -0.76 | -5.79 | -0.84 | | 5-Year | 3.04 | 0.64 | 2.4 | 0.71 | 2.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.89 | 46.08 | 15.81 | 45.76 | 16.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.61 | -17.41 | -7.2 | -18.25 | -6.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IJCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.98 | -37.79 | -11.19 | | 2007 | | | 20.88 | 6.16 | 14.72 | | 2006 | | | 23.04 | 14.17 | 8.87 | | 2005 | | | 15.61 | 5.88 | 9.73 | | 2004 | | | 17.13 | 10.02 | 7.11 | | 2003 | | | 50.40 | 27.05 | 23.35 | | 2002 | | | -25.95 | -22.25 | -3.70 | | 2001 | | | -5.03 | -13.50 | 8.47 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IJCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.65 | 31.18 | 19.24 | N/A | | 2008 | -8.81 | -5.95 | -16.67 | -28.61 | | 2007 | 6.91 | 8.54 | 1.53 | 2.61 | | 2006 | 8.33 | -3.56 | 4.33 | 12.88 | | 2005 | -3.00 | 3.46 | 12.20 | 2.66 | | 2004 | 2.66 | 0.10 | -1.86 | 16.14 | | 2003 | -3.68 | 27.41 | 7.04 | 14.49 | | 2002 | 4.98 | -15.58 | -20.32 | 4.87 | | 2001 | -4.83 | 2.59 | -15.17 | 14.66 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 303 | 2021 | 14.99 | | 1-Month | 63 | 2113 | 2.98 | | 3-Month | 2049 | 2091 | 97.99 | | 6-Month | 1775 | 2064 | 86.00 | | 1-Year | 159 | 2011 | 7.91 | | 3-Year | 846 | 1707 | 49.56 | | 5-Year | 66 | 1360 | 4.85 |
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0.20% Nasdaq 
Performance
