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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.00% | | 5-Year Average Return: | -0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.81% | |
Worst 1-Yr Total Return (2008): | -39.24% | |
Best 3-Yr Total Return (2004-6): | 9.12% | |
Worst 3-Yr Total Return (2006-8): | -11.64% |
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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 | IMLGX | Category | Diff | Index* | Diff | | Year To Date | 25.00 | 31.20 | -6.2 | 24.07 | 0.93 | | 1-Month | 5.71 | 5.67 | 0.04 | 6.00 | -0.29 | | 3-Month | 7.10 | 8.18 | -1.08 | 7.91 | -0.81 | | 1-Year | 31.03 | 34.04 | -3.01 | 25.39 | 5.64 | | 3-Year | -6.77 | -3.89 | -2.88 | -5.79 | -0.98 | | 5-Year | -0.50 | 1.25 | -1.75 | 0.71 | -1.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.46 | 43.84 | -3.38 | 45.76 | -5.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.35 | -18.03 | -0.32 | -18.25 | -0.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IMLGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.24 | -40.67 | 1.43 | | 2007 | | | 6.39 | 13.35 | -6.96 | | 2006 | | | 6.73 | 7.05 | -0.32 | | 2005 | | | 9.86 | 6.71 | 3.15 | | 2004 | | | 10.81 | 7.81 | 3.00 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IMLGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.52 | 14.12 | 13.09 | N/A | | 2008 | -14.32 | 0.86 | -11.36 | -20.68 | | 2007 | 3.15 | 5.94 | -0.16 | -2.49 | | 2006 | 4.70 | -6.41 | 1.82 | 6.96 | | 2005 | -1.82 | 3.22 | 3.02 | 5.22 | | 2004 | 1.57 | 0.58 | -2.78 | 11.57 | | 2003 | N/A | N/A | N/A | 11.21 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1345 | 1818 | 73.98 | | 1-Month | 1029 | 1906 | 53.99 | | 3-Month | 1161 | 1904 | 60.98 | | 6-Month | 1623 | 1866 | 86.98 | | 1-Year | 975 | 1815 | 53.72 | | 3-Year | 1084 | 1537 | 70.53 | | 5-Year | 810 | 1273 | 63.63 |
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0.63% Nasdaq 
0.03%
Performance
