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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.18% | | 5-Year Average Return: | 1.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.27% | |
Worst 1-Yr Total Return (2008): | -30.70% | |
Best 3-Yr Total Return (2004-6): | 11.22% | |
Worst 3-Yr Total Return (2006-8): | -5.37% |
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| 1-Year: | -7.64% | | 3-Year: | -4.62% | | 5-Year: | 1.89% | | 10-Year: | 1.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IMRBX | Category | Diff | Index* | Diff | | Year To Date | 16.18 | 22.21 | -6.03 | N/A | N/A | | 1-Month | 4.49 | 3.58 | 0.91 | N/A | N/A | | 3-Month | 5.64 | 5.74 | -0.1 | N/A | N/A | | 1-Year | 19.69 | 26.14 | -6.45 | N/A | N/A | | 3-Year | -4.60 | -2.18 | -2.42 | N/A | N/A | | 5-Year | 1.59 | 2.20 | -0.61 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.79 | 33.99 | -2.2 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.74 | -9.13 | -3.61 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IMRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.70 | -28.00 | -2.70 | | 2007 | | | 6.10 | 5.99 | 0.11 | | 2006 | | | 15.27 | 11.29 | 3.98 | | 2005 | | | 6.54 | 5.13 | 1.41 | | 2004 | | | 12.02 | 8.86 | 3.16 | | 2003 | | | 19.03 | 20.35 | -1.32 | | 2002 | | | -13.38 | -12.02 | -1.36 | | 2001 | | | -5.81 | -5.05 | -0.76 | | 2000 | | | -4.60 | 1.82 | -6.42 | | 1999 | | | 11.07 | 10.71 | 0.36 |
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| PAST QUARTERLY RETURNS (%) FOR
IMRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.75 | 10.33 | 12.05 | N/A | | 2008 | -9.28 | -1.66 | -9.66 | -14.02 | | 2007 | 1.85 | 5.61 | 1.27 | -2.59 | | 2006 | 5.81 | -2.32 | 3.80 | 7.43 | | 2005 | -1.44 | 1.60 | 4.64 | 1.68 | | 2004 | 2.88 | -0.17 | -0.57 | 9.68 | | 2003 | -2.39 | 10.42 | 1.38 | 8.94 | | 2002 | 0.07 | -7.50 | -11.80 | 6.10 | | 2001 | -7.37 | 4.23 | -9.28 | 7.55 | | 2000 | 1.80 | -1.40 | 0.30 | -5.24 | | 1999 | N/A | N/A | N/A | 8.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1065 | 1184 | 89.95 | | 1-Month | 998 | 1233 | 80.94 | | 3-Month | 467 | 1229 | 38.00 | | 6-Month | 555 | 1208 | 45.94 | | 1-Year | 883 | 1183 | 74.64 | | 3-Year | 678 | 932 | 72.75 | | 5-Year | 460 | 784 | 58.67 |
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0.51% Nasdaq 
Performance
