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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.50% | | 5-Year Average Return: | 4.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.76% | |
Worst 1-Yr Total Return (2008): | -40.67% | |
Best 3-Yr Total Return (2004-6): | 17.81% | |
Worst 3-Yr Total Return (2006-8): | -6.22% |
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| 1-Year: | -6.14% | | 3-Year: | -5.53% | | 5-Year: | 4.23% | | 10-Year: | -1.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INIFX | Category | Diff | Index* | Diff | | Year To Date | 20.50 | 24.47 | -3.97 | 27.36 | -6.86 | | 1-Month | -2.04 | -2.54 | 0.5 | -1.25 | -0.79 | | 3-Month | 4.90 | 5.67 | -0.77 | 8.10 | -3.2 | | 1-Year | 21.49 | 25.04 | -3.55 | 27.71 | -6.22 | | 3-Year | -5.39 | -5.94 | 0.55 | -5.22 | -0.17 | | 5-Year | 4.52 | 4.57 | -0.05 | 5.10 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.30 | 57.09 | -8.79 | 59.35 | -11.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.08 | -14.01 | -2.07 | -14.95 | -1.13 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.67 | -43.99 | 3.32 | | 2007 | | | 12.33 | 12.71 | -0.38 | | 2006 | | | 23.76 | 24.77 | -1.01 | | 2005 | | | 13.43 | 14.72 | -1.29 | | 2004 | | | 16.49 | 17.39 | -0.90 | | 2003 | | | 27.26 | 33.58 | -6.32 | | 2002 | | | -19.61 | -16.69 | -2.92 | | 2001 | | | -29.32 | -21.67 | -7.65 | | 2000 | | | -25.04 | -16.34 | -8.70 | | 1999 | | | 43.76 | 40.28 | 3.48 |
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| PAST QUARTERLY RETURNS (%) FOR
INIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.89 | 19.18 | 17.14 | N/A | | 2008 | -8.94 | -0.50 | -19.12 | -19.04 | | 2007 | 3.42 | 6.03 | 3.03 | -0.57 | | 2006 | 10.95 | -0.55 | 2.79 | 9.13 | | 2005 | -1.52 | -1.68 | 12.25 | 4.36 | | 2004 | 4.64 | -1.99 | 0.16 | 13.40 | | 2003 | -9.31 | 16.07 | 6.73 | 13.27 | | 2002 | 0.16 | -2.10 | -21.49 | 4.42 | | 2001 | -20.70 | -2.14 | -13.99 | 5.91 | | 2000 | -3.24 | -8.07 | -7.12 | -9.27 | | 1999 | N/A | N/A | N/A | 31.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 603 | 827 | 72.91 | | 1-Month | 263 | 850 | 30.94 | | 3-Month | 415 | 847 | 49.00 | | 6-Month | 720 | 838 | 85.92 | | 1-Year | 407 | 803 | 50.68 | | 3-Year | 205 | 600 | 34.17 | | 5-Year | 180 | 466 | 38.63 |
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0.23% Nasdaq 
0.29%
Performance
