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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.23% | | 5-Year Average Return: | 3.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.36% | |
Worst 1-Yr Total Return (2008): | -7.13% | |
Best 3-Yr Total Return (2005-7): | 3.40% | |
Worst 3-Yr Total Return (2006-8): | 0.35% |
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| 1-Year: | 4.34% | | 3-Year: | 2.93% | | 5-Year: | 2.93% | | 10-Year: | 4.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ININX | Category | Diff | Index* | Diff | | Year To Date | 14.23 | 13.54 | 0.69 | 6.24 | 7.99 | | 1-Month | 0.83 | 0.89 | -0.06 | 0.49 | 0.34 | | 3-Month | 3.45 | 4.14 | -0.69 | 2.60 | 0.85 | | 1-Year | 15.73 | 17.86 | -2.13 | 13.79 | 1.94 | | 3-Year | 3.97 | 4.54 | -0.57 | 6.35 | -2.38 | | 5-Year | 3.27 | 3.85 | -0.58 | 5.05 | -1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.22 | 13.81 | -1.59 | 7.06 | 5.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.24 | 6.49 | -0.25 | 7.94 | -1.7 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ININX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.13 | -4.70 | -2.43 | | 2007 | | | 4.28 | 4.70 | -0.42 | | 2006 | | | 4.36 | 4.15 | 0.21 | | 2005 | | | 1.60 | 1.80 | -0.20 | | 2004 | | | 3.62 | 3.91 | -0.29 | | 2003 | | | 3.80 | 5.10 | -1.30 | | 2002 | | | 4.84 | 8.04 | -3.20 | | 2001 | | | 6.51 | 7.64 | -1.13 | | 2000 | | | 6.22 | 9.44 | -3.22 | | 1999 | | | -0.99 | -1.35 | 0.36 |
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| PAST QUARTERLY RETURNS (%) FOR
ININX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.73 | 4.89 | 5.14 | N/A | | 2008 | -0.85 | 0.00 | -2.96 | -3.48 | | 2007 | 1.28 | -0.55 | 2.04 | 1.46 | | 2006 | -0.85 | -0.23 | 3.29 | 2.13 | | 2005 | -0.46 | 2.30 | -0.67 | 0.44 | | 2004 | 2.32 | -2.51 | 2.84 | 1.01 | | 2003 | 1.67 | 2.50 | -0.65 | 0.25 | | 2002 | -0.25 | 0.52 | 2.45 | 2.06 | | 2001 | 2.81 | 0.14 | 2.57 | 0.86 | | 2000 | 0.74 | -0.06 | 2.31 | 3.11 | | 1999 | N/A | N/A | N/A | 0.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 482 | 1122 | 42.96 | | 1-Month | 768 | 1164 | 65.98 | | 3-Month | 680 | 1154 | 58.93 | | 6-Month | 713 | 1133 | 62.93 | | 1-Year | 560 | 1113 | 50.31 | | 3-Year | 570 | 957 | 59.56 | | 5-Year | 517 | 845 | 61.18 |
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1.23% Nasdaq 
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Performance
