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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.10% | | 5-Year Average Return: | 0.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 17.55% | |
Worst 1-Yr Total Return (2008): | -30.70% | |
Best 3-Yr Total Return (2005-7): | 9.22% | |
Worst 3-Yr Total Return (2006-8): | -5.37% |
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| 1-Year: | 12.55% | | 3-Year: | -5.59% | | 5-Year: | 0.85% | | 10-Year: | 0.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IMRBX | Category | Diff | Index* | Diff | | Year To Date | -3.10 | -1.95 | -1.15 | N/A | N/A | | 1-Month | -3.10 | -1.95 | -1.15 | N/A | N/A | | 3-Month | 2.44 | 3.10 | -0.66 | N/A | N/A | | 1-Year | 23.19 | 27.80 | -4.61 | N/A | N/A | | 3-Year | -6.12 | -2.95 | -3.17 | N/A | N/A | | 5-Year | 0.97 | 1.92 | -0.95 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.79 | 33.97 | -2.18 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.74 | -9.11 | -3.63 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IMRBX | Category | Diff | | 2009 | | | 17.55 | 24.13 | -6.58 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
IMRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.75 | 10.33 | 12.05 | 4.21 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1171 | 1246 | 93.98 | | 1-Month | 1196 | 1246 | 95.99 | | 3-Month | 1129 | 1228 | 91.94 | | 6-Month | 891 | 1221 | 72.97 | | 1-Year | 814 | 1176 | 69.22 | | 3-Year | 739 | 964 | 76.66 | | 5-Year | 509 | 789 | 64.51 |
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1.52% Nasdaq 0.00%
Performance
