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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.96% | | 5-Year Average Return: | 5.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.78% | |
Worst 1-Yr Total Return (2008): | -24.58% | |
Best 3-Yr Total Return (2004-6): | 8.91% | |
Worst 3-Yr Total Return (2006-8): | -5.18% |
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| 1-Year: | 11.20% | | 3-Year: | 2.96% | | 5-Year: | 4.78% | | 10-Year: | 4.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INEAX | Category | Diff | Index* | Diff | | Year To Date | 44.96 | 40.95 | 4.01 | 6.24 | 38.72 | | 1-Month | 1.38 | 1.53 | -0.15 | 0.49 | 0.89 | | 3-Month | 6.88 | 8.19 | -1.31 | 2.60 | 4.28 | | 1-Year | 38.36 | 35.58 | 2.78 | 13.79 | 24.57 | | 3-Year | 4.68 | 2.61 | 2.07 | 6.35 | -1.67 | | 5-Year | 5.68 | 4.05 | 1.63 | 5.05 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.86 | 34.85 | 3.01 | 7.06 | 30.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.07 | 0.91 | 4.16 | 7.94 | -2.87 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.58 | -26.41 | 1.83 | | 2007 | | | 2.06 | 1.47 | 0.59 | | 2006 | | | 10.76 | 10.14 | 0.62 | | 2005 | | | 4.34 | 2.59 | 1.75 | | 2004 | | | 11.78 | 9.99 | 1.79 | | 2003 | | | 25.72 | 24.36 | 1.36 | | 2002 | | | -7.04 | -1.52 | -5.52 | | 2001 | | | 4.77 | 2.39 | 2.38 | | 2000 | | | -10.33 | -7.12 | -3.21 | | 1999 | | | 7.00 | 5.05 | 1.95 |
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| PAST QUARTERLY RETURNS (%) FOR
INEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.71 | 24.06 | 11.13 | N/A | | 2008 | -4.15 | 3.29 | -6.70 | -18.35 | | 2007 | 3.22 | 0.11 | 0.16 | -1.39 | | 2006 | 2.79 | 0.28 | 3.21 | 4.11 | | 2005 | -1.00 | 2.40 | 1.31 | 1.59 | | 2004 | 1.77 | 0.01 | 5.38 | 4.22 | | 2003 | 5.57 | 9.40 | 3.38 | 5.29 | | 2002 | -0.21 | -9.40 | -0.81 | 3.67 | | 2001 | 5.46 | -2.00 | -3.82 | 5.39 | | 2000 | -2.38 | -1.17 | -0.25 | -6.83 | | 1999 | N/A | N/A | N/A | 2.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 547 | 36.93 | | 1-Month | 507 | 577 | 87.87 | | 3-Month | 458 | 573 | 79.93 | | 6-Month | 232 | 553 | 41.95 | | 1-Year | 216 | 546 | 39.56 | | 3-Year | 81 | 471 | 17.20 | | 5-Year | 43 | 401 | 10.72 |
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0.22% Nasdaq 
Performance
