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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.60% | | 5-Year Average Return: | 2.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.25% | |
Worst 1-Yr Total Return (2008): | -35.92% | |
Best 3-Yr Total Return (2004-6): | 14.61% | |
Worst 3-Yr Total Return (2006-8): | -5.94% |
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| 1-Year: | -9.64% | | 3-Year: | -6.24% | | 5-Year: | 2.04% | | 10-Year: | 0.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INUTX | Category | Diff | Index* | Diff | | Year To Date | 17.60 | 15.79 | 1.81 | 17.05 | 0.55 | | 1-Month | -1.54 | -2.21 | 0.67 | -1.86 | 0.32 | | 3-Month | 6.11 | 5.62 | 0.49 | 5.48 | 0.63 | | 1-Year | 10.70 | 9.52 | 1.18 | 9.80 | 0.9 | | 3-Year | -5.95 | -8.36 | 2.41 | -7.02 | 1.07 | | 5-Year | 2.60 | 0.18 | 2.42 | 0.33 | 2.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.99 | 46.84 | 1.15 | 45.76 | 2.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.98 | -16.40 | 2.42 | -18.25 | 4.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INUTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.92 | -37.09 | 1.17 | | 2007 | | | 5.36 | 1.42 | 3.94 | | 2006 | | | 23.25 | 18.15 | 5.10 | | 2005 | | | 7.41 | 5.95 | 1.46 | | 2004 | | | 13.72 | 12.97 | 0.75 | | 2003 | | | 16.59 | 28.44 | -11.85 | | 2002 | | | -21.47 | -18.69 | -2.78 | | 2001 | | | -22.98 | -4.99 | -17.99 | | 2000 | | | 17.02 | 7.87 | 9.15 | | 1999 | | | 8.72 | 6.72 | 2.00 |
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| PAST QUARTERLY RETURNS (%) FOR
INUTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.55 | 16.11 | 17.63 | N/A | | 2008 | -10.27 | -4.61 | -6.73 | -19.73 | | 2007 | 3.04 | 6.03 | 0.46 | -4.01 | | 2006 | 4.74 | 1.50 | 6.90 | 8.45 | | 2005 | 0.90 | 2.56 | 3.28 | 0.50 | | 2004 | -0.38 | 0.29 | 3.51 | 9.97 | | 2003 | -3.82 | 14.39 | -1.80 | 7.90 | | 2002 | -1.28 | -10.32 | -17.62 | 7.68 | | 2001 | -6.30 | -4.29 | -10.75 | -3.77 | | 2000 | 3.45 | -4.46 | 17.59 | 0.68 | | 1999 | N/A | N/A | N/A | 8.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 427 | 1335 | 31.99 | | 1-Month | 206 | 1379 | 14.94 | | 3-Month | 109 | 1368 | 7.97 | | 6-Month | 215 | 1346 | 15.97 | | 1-Year | 393 | 1318 | 29.82 | | 3-Year | 184 | 1124 | 16.37 | | 5-Year | 75 | 934 | 8.03 |
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1.27% Nasdaq 
Performance
