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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.73% | | 5-Year Average Return: | 4.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.56% | |
Worst 1-Yr Total Return (2008): | -0.23% | |
Best 3-Yr Total Return (2005-7): | 5.14% | |
Worst 3-Yr Total Return (2006-8): | 4.38% |
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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 | INCMX | Category | Diff | Index* | Diff | | Year To Date | 8.73 | 26.40 | -17.67 | 7.61 | 1.12 | | 1-Month | 1.40 | 1.05 | 0.35 | 1.29 | 0.11 | | 3-Month | 4.53 | 5.48 | -0.95 | 2.86 | 1.67 | | 1-Year | 10.19 | 32.78 | -22.59 | 11.63 | -1.44 | | 3-Year | 4.64 | 3.95 | 0.69 | 6.40 | -1.76 | | 5-Year | 4.97 | 4.79 | 0.18 | 5.49 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.05 | 23.40 | -15.35 | 7.06 | 0.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.60 | 3.93 | -0.33 | 7.94 | -4.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.23 | -15.41 | 15.18 | | 2007 | | | 4.99 | 4.45 | 0.54 | | 2006 | | | 8.56 | 6.90 | 1.66 | | 2005 | | | 1.99 | 2.12 | -0.13 | | 2004 | | | 4.93 | 8.38 | -3.45 | | 2003 | | | 15.78 | 16.18 | -0.40 | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
INCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.33 | 0.97 | 6.06 | N/A | | 2008 | 1.57 | -0.33 | -2.72 | 1.31 | | 2007 | 1.84 | 1.44 | 0.83 | 0.79 | | 2006 | 2.33 | -0.07 | 2.11 | 3.96 | | 2005 | -1.29 | 1.68 | 1.16 | 0.45 | | 2004 | 2.79 | -3.84 | 1.94 | 4.13 | | 2003 | 1.58 | 5.50 | 1.64 | 6.30 | | 2002 | N/A | N/A | N/A | 2.03 | | 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 | 0 | 252 | 0.00 | | 1-Month | 0 | 280 | 0.00 | | 3-Month | 0 | 267 | 0.00 | | 6-Month | 231 | 266 | 86.84 | | 1-Year | | 236 | N/A | | 3-Year | | 170 | N/A | | 5-Year | | 141 | N/A |
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0.20% Nasdaq 
Performance
