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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.93% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 25.79% | |
Worst 1-Yr Total Return (2008): | -30.03% | |
Best 3-Yr Total Return (2004-6): | 14.91% | |
Worst 3-Yr Total Return (2006-8): | -7.19% |
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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 | IJSTX | Category | Diff | Index* | Diff | | Year To Date | 18.93 | 22.72 | -3.79 | 24.07 | -5.14 | | 1-Month | 2.66 | 3.14 | -0.48 | 6.00 | -3.34 | | 3-Month | 1.26 | 3.09 | -1.83 | 7.91 | -6.65 | | 1-Year | 25.72 | 29.36 | -3.64 | 25.39 | 0.33 | | 3-Year | -6.56 | -8.14 | 1.58 | -5.79 | -0.77 | | 5-Year | 0.35 | -0.30 | 0.65 | 0.71 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.50 | 57.49 | -5.99 | 45.76 | 5.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.73 | -19.40 | 2.67 | -18.25 | 1.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IJSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.03 | -36.56 | 6.53 | | 2007 | | | -1.90 | -1.10 | -0.80 | | 2006 | | | 16.48 | 15.03 | 1.45 | | 2005 | | | 3.55 | 6.75 | -3.20 | | 2004 | | | 25.79 | 18.94 | 6.85 | | 2003 | | | 33.84 | 43.41 | -9.57 | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IJSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.76 | 18.91 | 17.70 | N/A | | 2008 | -7.83 | 1.48 | -2.66 | -23.15 | | 2007 | 4.32 | 4.61 | -3.68 | -6.67 | | 2006 | 13.75 | -5.51 | 0.48 | 7.86 | | 2005 | -5.26 | 4.91 | 3.42 | 0.73 | | 2004 | 5.09 | 5.03 | 0.60 | 13.29 | | 2003 | -4.55 | 15.21 | 7.00 | 13.73 | | 2002 | N/A | N/A | N/A | 0.76 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 381 | 657 | 57.99 | | 1-Month | 210 | 679 | 30.93 | | 3-Month | 536 | 671 | 79.88 | | 6-Month | 437 | 663 | 65.91 | | 1-Year | 271 | 646 | 41.95 | | 3-Year | 175 | 573 | 30.54 | | 5-Year | 167 | 475 | 35.16 |
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