|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.95% | | 5-Year Average Return: | 4.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.37% | |
Worst 1-Yr Total Return (2008): | -6.42% | |
Best 3-Yr Total Return (2005-7): | 4.17% | |
Worst 3-Yr Total Return (2006-8): | 1.19% |
|
| 1-Year: | 4.94% | | 3-Year: | 2.97% | | 5-Year: | 3.04% | | 10-Year: | 4.36% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INBNX | Category | Diff | Index* | Diff | | Year To Date | 14.95 | 13.54 | 1.41 | 6.24 | 8.71 | | 1-Month | 0.89 | 0.89 | 0 | 0.49 | 0.4 | | 3-Month | 3.64 | 4.14 | -0.5 | 2.60 | 1.04 | | 1-Year | 16.61 | 17.86 | -1.25 | 13.79 | 2.82 | | 3-Year | 4.76 | 4.54 | 0.22 | 6.35 | -1.59 | | 5-Year | 4.05 | 3.85 | 0.2 | 5.05 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.71 | 13.81 | -1.1 | 7.06 | 5.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.05 | 6.49 | 0.56 | 7.94 | -0.89 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INBNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.42 | -4.70 | -1.72 | | 2007 | | | 5.07 | 4.70 | 0.37 | | 2006 | | | 5.37 | 4.15 | 1.22 | | 2005 | | | 2.09 | 1.80 | 0.29 | | 2004 | | | 4.40 | 3.91 | 0.49 | | 2003 | | | 4.59 | 5.10 | -0.51 | | 2002 | | | 5.64 | 8.04 | -2.40 | | 2001 | | | 7.32 | 7.64 | -0.32 | | 2000 | | | 7.03 | 9.44 | -2.41 | | 1999 | | | -0.24 | -1.35 | 1.11 |
|
| PAST QUARTERLY RETURNS (%) FOR
INBNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.15 | 4.85 | 5.34 | N/A | | 2008 | -0.67 | 0.19 | -2.77 | -3.30 | | 2007 | 1.47 | -0.36 | 2.24 | 1.65 | | 2006 | -0.45 | -0.04 | 3.48 | 2.33 | | 2005 | -0.33 | 2.49 | -0.48 | 0.42 | | 2004 | 2.51 | -2.53 | 3.25 | 1.20 | | 2003 | 1.86 | 2.70 | -0.46 | 0.44 | | 2002 | -0.07 | 0.71 | 2.65 | 2.25 | | 2001 | 3.00 | 0.33 | 2.76 | 1.06 | | 2000 | 0.94 | 0.13 | 2.51 | 3.31 | | 1999 | N/A | N/A | N/A | 0.79 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 403 | 1122 | 35.92 | | 1-Month | 686 | 1164 | 58.93 | | 3-Month | 611 | 1154 | 52.95 | | 6-Month | 679 | 1133 | 59.93 | | 1-Year | 497 | 1113 | 44.65 | | 3-Year | 476 | 957 | 49.74 | | 5-Year | 392 | 845 | 46.39 |
|
|
|
|
|