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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.79% | | 5-Year Average Return: | 1.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.48% | |
Worst 1-Yr Total Return (2008): | -39.84% | |
Best 3-Yr Total Return (2004-6): | 14.71% | |
Worst 3-Yr Total Return (2006-8): | -8.70% |
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| 1-Year: | -12.68% | | 3-Year: | -7.42% | | 5-Year: | 1.99% | | 10-Year: | 1.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INEGX | Category | Diff | Index* | Diff | | Year To Date | 18.79 | 15.79 | 3 | 17.05 | 1.74 | | 1-Month | -1.37 | -2.21 | 0.84 | -1.86 | 0.49 | | 3-Month | 6.38 | 5.62 | 0.76 | 5.48 | 0.9 | | 1-Year | 10.78 | 9.52 | 1.26 | 9.80 | 0.98 | | 3-Year | -7.62 | -8.36 | 0.74 | -7.02 | -0.6 | | 5-Year | 1.88 | 0.18 | 1.7 | 0.33 | 1.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.27 | 46.84 | 1.43 | 45.76 | 2.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.82 | -16.40 | -3.42 | -18.25 | -1.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.84 | -37.09 | -2.75 | | 2007 | | | 5.88 | 1.42 | 4.46 | | 2006 | | | 19.48 | 18.15 | 1.33 | | 2005 | | | 10.85 | 5.95 | 4.90 | | 2004 | | | 13.95 | 12.97 | 0.98 | | 2003 | | | 31.28 | 28.44 | 2.84 | | 2002 | | | -26.61 | -18.69 | -7.92 | | 2001 | | | -5.13 | -4.99 | -0.14 | | 2000 | | | -0.36 | 7.87 | -8.23 | | 1999 | | | 9.75 | 6.72 | 3.03 |
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| PAST QUARTERLY RETURNS (%) FOR
INEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.29 | 14.39 | 17.36 | N/A | | 2008 | -10.13 | -1.05 | -10.92 | -24.05 | | 2007 | 0.24 | 8.89 | 0.98 | -3.94 | | 2006 | 8.11 | -0.81 | 4.04 | 7.09 | | 2005 | -0.45 | 1.38 | 6.43 | 3.21 | | 2004 | 2.04 | 0.46 | 0.60 | 10.50 | | 2003 | -6.90 | 20.39 | 1.90 | 14.94 | | 2002 | 0.66 | -13.22 | -23.22 | 9.41 | | 2001 | -3.91 | 6.11 | -14.07 | 8.28 | | 2000 | -0.82 | -6.28 | 6.93 | 0.25 | | 1999 | N/A | N/A | N/A | 8.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 347 | 1335 | 25.99 | | 1-Month | 468 | 1379 | 33.94 | | 3-Month | 123 | 1368 | 8.99 | | 6-Month | 632 | 1346 | 46.95 | | 1-Year | 342 | 1318 | 25.95 | | 3-Year | 375 | 1124 | 33.36 | | 5-Year | 160 | 934 | 17.13 |
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0.01% Nasdaq 
0.22%
Performance
