|
| Morningstar Return Rating: | Average | | Year to Date Return: | 20.35% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.59% | |
Worst 1-Yr Total Return (2008): | -33.04% | |
Best 3-Yr Total Return (2004-6): | 15.09% | |
Worst 3-Yr Total Return (2006-8): | -7.23% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IJMSX | Category | Diff | Index* | Diff | | Year To Date | 20.35 | 29.38 | -9.03 | 24.07 | -3.72 | | 1-Month | 4.86 | 4.60 | 0.26 | 6.00 | -1.14 | | 3-Month | 5.26 | 5.74 | -0.48 | 7.91 | -2.65 | | 1-Year | 26.81 | 35.63 | -8.82 | 25.39 | 1.42 | | 3-Year | -6.03 | -6.63 | 0.6 | -5.79 | -0.24 | | 5-Year | 1.37 | 1.13 | 0.24 | 0.71 | 0.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.89 | 57.66 | -11.77 | 45.76 | 0.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.93 | -16.45 | -0.48 | -18.25 | 1.32 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IJMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.04 | -36.77 | 3.73 | | 2007 | | | 2.34 | 0.83 | 1.51 | | 2006 | | | 16.52 | 15.87 | 0.65 | | 2005 | | | 8.49 | 8.82 | -0.33 | | 2004 | | | 20.59 | 17.85 | 2.74 | | 2003 | | | 30.05 | 33.85 | -3.80 | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
IJMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.46 | 16.67 | 17.89 | N/A | | 2008 | -8.23 | -0.83 | -6.21 | -21.54 | | 2007 | 3.28 | 4.07 | -1.32 | -3.51 | | 2006 | 6.37 | -0.20 | 3.45 | 6.10 | | 2005 | 1.44 | 3.19 | 2.77 | 0.84 | | 2004 | 5.63 | 1.75 | 1.97 | 10.03 | | 2003 | -1.84 | 13.91 | 4.55 | 11.25 | | 2002 | N/A | N/A | -9.66 | 7.52 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 373 | 420 | 88.81 | | 1-Month | 115 | 443 | 25.96 | | 3-Month | 166 | 438 | 37.90 | | 6-Month | 254 | 431 | 58.93 | | 1-Year | 290 | 416 | 69.71 | | 3-Year | 131 | 338 | 38.76 | | 5-Year | 95 | 248 | 38.31 |
|
|
|
|
|
0.20% Nasdaq 
Performance
