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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.83% | | 5-Year Average Return: | 7.13% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.66% | |
Worst 1-Yr Total Return (2004): | 0.62% | |
Best 3-Yr Total Return (2006-8): | 5.33% | |
Worst 3-Yr Total Return (2004-6): | 2.38% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INTLX | Category | Diff | Index* | Diff | | Year To Date | 17.83 | 23.53 | -5.7 | N/A | N/A | | 1-Month | 1.37 | 3.25 | -1.88 | N/A | N/A | | 3-Month | 2.10 | 6.12 | -4.02 | N/A | N/A | | 1-Year | 23.52 | 29.33 | -5.81 | N/A | N/A | | 3-Year | 9.88 | -0.02 | 9.9 | N/A | N/A | | 5-Year | 7.13 | 5.42 | 1.71 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.86 | 31.76 | 0.1 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 22.89 | -4.11 | 27 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INTLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.66 | -28.98 | 36.64 | | 2007 | | | 4.19 | 11.39 | -7.20 | | 2006 | | | 4.20 | 16.61 | -12.41 | | 2005 | | | 2.34 | 6.56 | -4.22 | | 2004 | | | 0.62 | 15.24 | -14.62 | | 2003 | | | 0.52 | 25.32 | -24.80 | | 2002 | | | 1.64 | -2.16 | 3.80 | | 2001 | | | 3.27 | -3.23 | 6.50 | | 2000 | | | 5.69 | 0.23 | 5.46 | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
INTLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.60 | 14.24 | 8.57 | N/A | | 2008 | 0.60 | 0.30 | 0.30 | 6.38 | | 2007 | 1.10 | 1.09 | 0.98 | 0.95 | | 2006 | 0.90 | 0.99 | 1.08 | 1.16 | | 2005 | 0.40 | 0.50 | 0.69 | 0.73 | | 2004 | 0.10 | 0.10 | 0.10 | 0.32 | | 2003 | 0.20 | 0.10 | 0.10 | 0.12 | | 2002 | 0.20 | 0.30 | 0.90 | 0.23 | | 2001 | 1.20 | 0.89 | 0.69 | 0.46 | | 2000 | 1.40 | 1.48 | 1.36 | 1.33 | | 1999 | N/A | N/A | N/A | 1.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 208 | 260 | 80.00 | | 1-Month | 282 | 307 | 91.86 | | 3-Month | 295 | 305 | 96.72 | | 6-Month | 266 | 296 | 89.86 | | 1-Year | 175 | 234 | 74.79 | | 3-Year | 3 | 130 | 2.31 | | 5-Year | 18 | 86 | 20.93 |
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0.02% Nasdaq 0.00%
Performance
