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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.14% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.15% | |
Worst 1-Yr Total Return (2008): | -30.21% | |
Best 3-Yr Total Return (2004-6): | 12.10% | |
Worst 3-Yr Total Return (2006-8): | -4.66% |
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| 1-Year: | -7.94% | | 3-Year: | -4.94% | | 5-Year: | 1.79% | | 10-Year: | 1.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IMRFX | Category | Diff | Index* | Diff | | Year To Date | 17.14 | 22.21 | -5.07 | N/A | N/A | | 1-Month | 4.69 | 3.58 | 1.11 | N/A | N/A | | 3-Month | 5.92 | 5.74 | 0.18 | N/A | N/A | | 1-Year | 20.69 | 26.14 | -5.45 | N/A | N/A | | 3-Year | -3.83 | -2.18 | -1.65 | N/A | N/A | | 5-Year | 2.38 | 2.20 | 0.18 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.19 | 33.99 | -1.8 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.03 | -9.13 | -2.9 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IMRFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.21 | -28.00 | -2.21 | | 2007 | | | 6.89 | 5.99 | 0.90 | | 2006 | | | 16.15 | 11.29 | 4.86 | | 2005 | | | 7.39 | 5.13 | 2.26 | | 2004 | | | 12.93 | 8.86 | 4.07 | | 2003 | | | 19.76 | 20.35 | -0.59 | | 2002 | | | -12.59 | -12.02 | -0.57 | | 2001 | | | -5.12 | -5.05 | -0.07 | | 2000 | | | -3.83 | 1.82 | -5.65 | | 1999 | | | 11.96 | 10.71 | 1.25 |
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| PAST QUARTERLY RETURNS (%) FOR
IMRFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.51 | 10.48 | 12.30 | N/A | | 2008 | -9.09 | -1.54 | -9.39 | -13.95 | | 2007 | 2.01 | 5.83 | 1.53 | -2.48 | | 2006 | 6.05 | -2.21 | 4.06 | 7.63 | | 2005 | -1.24 | 1.77 | 4.93 | 1.82 | | 2004 | 3.07 | 0.14 | -0.35 | 9.80 | | 2003 | -2.32 | 10.68 | 1.55 | 9.07 | | 2002 | 0.26 | -7.37 | -11.54 | 6.40 | | 2001 | -7.23 | 4.52 | -9.24 | 7.81 | | 2000 | 1.98 | -1.21 | 0.49 | -5.01 | | 1999 | N/A | N/A | N/A | 9.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1018 | 1184 | 85.98 | | 1-Month | 998 | 1233 | 80.94 | | 3-Month | 380 | 1229 | 30.92 | | 6-Month | 446 | 1208 | 36.92 | | 1-Year | 849 | 1183 | 71.77 | | 3-Year | 626 | 932 | 67.17 | | 5-Year | 335 | 784 | 42.73 |
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0.51% Nasdaq 
Performance
