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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.57% | | 5-Year Average Return: | 3.41% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 5.34% | |
Worst 1-Yr Total Return (2008): | -3.80% | |
Best 3-Yr Total Return (2005-7): | 2.64% | |
Worst 3-Yr Total Return (2006-8): | 1.58% |
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| 1-Year: | 11.94% | | 3-Year: | 4.79% | | 5-Year: | 3.37% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IOBCX | Category | Diff | Index* | Diff | | Year To Date | 13.57 | 15.40 | -1.83 | 6.24 | 7.33 | | 1-Month | 1.03 | 0.24 | 0.79 | 0.49 | 0.54 | | 3-Month | 3.77 | 5.26 | -1.49 | 2.60 | 1.17 | | 1-Year | 17.03 | 30.47 | -13.44 | 13.79 | 3.24 | | 3-Year | 4.97 | 5.79 | -0.82 | 6.35 | -1.38 | | 5-Year | 3.41 | 4.29 | -0.88 | 5.05 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.06 | 23.33 | -12.27 | 7.06 | 4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.04 | 8.82 | -1.78 | 7.94 | -0.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IOBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.80 | -3.72 | -0.08 | | 2007 | | | 5.34 | 3.10 | 2.24 | | 2006 | | | 3.45 | 4.43 | -0.98 | | 2005 | | | -0.76 | 2.23 | -2.99 | | 2004 | | | 4.40 | 6.47 | -2.07 | | 2003 | | | 8.78 | 8.79 | -0.01 | | 2002 | | | N/A | 8.36 | N/A | | 2001 | | | N/A | 7.85 | N/A | | 2000 | | | N/A | 9.36 | N/A | | 1999 | | | N/A | -2.73 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IOBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.83 | 6.49 | 4.68 | N/A | | 2008 | 1.16 | -1.12 | -4.16 | 0.34 | | 2007 | 1.26 | -0.15 | 2.08 | 2.06 | | 2006 | 0.03 | 0.31 | 2.06 | 1.01 | | 2005 | -1.21 | 2.80 | -1.98 | -0.31 | | 2004 | 2.10 | -2.27 | 3.66 | 0.93 | | 2003 | 1.81 | 5.79 | -0.37 | 1.38 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 23 | 49 | 46.94 | | 1-Month | 7 | 52 | 13.46 | | 3-Month | 34 | 52 | 65.38 | | 6-Month | 43 | 51 | 84.31 | | 1-Year | 33 | 49 | 67.35 | | 3-Year | 23 | 38 | 60.53 | | 5-Year | 20 | 29 | 68.97 |
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0.73% Nasdaq 
Performance
