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| Morningstar Return Rating: | | | Year to Date Return: | 30.45% | | 5-Year Average Return: | -0.60% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -49.29% | |
Worst 1-Yr Total Return (2008): | -49.29% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 3.75% | | 3-Year: | -8.07% | | 5-Year: | -0.04% | | 10-Year: | 1.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INDBX | Category | Diff | Index* | Diff | | Year To Date | 30.45 | 24.15 | 6.3 | 17.05 | 13.4 | | 1-Month | -4.30 | -2.25 | -2.05 | -1.86 | -2.44 | | 3-Month | 3.97 | 4.52 | -0.55 | 5.48 | -1.51 | | 1-Year | 20.90 | 15.35 | 5.55 | 9.80 | 11.1 | | 3-Year | -9.15 | -4.95 | -4.2 | -7.02 | -2.13 | | 5-Year | -0.60 | 0.99 | -1.59 | 0.33 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.07 | 42.81 | 18.26 | 45.76 | 15.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.08 | -17.14 | 1.06 | -18.25 | 2.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.29 | -40.67 | -8.62 | | 2007 | | | N/A | 13.35 | N/A | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
INDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.15 | 24.80 | 16.38 | N/A | | 2008 | -18.49 | 2.37 | -23.13 | -20.95 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 342 | 1802 | 18.98 | | 1-Month | 1757 | 1890 | 92.96 | | 3-Month | 1488 | 1884 | 78.98 | | 6-Month | 365 | 1827 | 19.98 | | 1-Year | 108 | 1797 | 6.01 | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
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1.23% Nasdaq 
Performance
