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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.98% | | 5-Year Average Return: | 4.85% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 6.09% | |
Worst 1-Yr Total Return (2008): | -2.89% | |
Best 3-Yr Total Return (2005-7): | 3.42% | |
Worst 3-Yr Total Return (2006-8): | 2.44% |
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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 | IOBZX | Category | Diff | Index* | Diff | | Year To Date | 15.98 | 16.74 | -0.76 | 7.61 | 8.37 | | 1-Month | 1.47 | 1.15 | 0.32 | 1.29 | 0.18 | | 3-Month | 4.00 | 4.22 | -0.22 | 2.86 | 1.14 | | 1-Year | 19.20 | 26.34 | -7.14 | 11.63 | 7.57 | | 3-Year | 5.99 | 5.43 | 0.56 | 6.40 | -0.41 | | 5-Year | 4.85 | 4.63 | 0.22 | 5.49 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.65 | 23.40 | -11.75 | 7.06 | 4.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.95 | 9.52 | -1.57 | 7.94 | 0.01 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IOBZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.89 | -3.72 | 0.83 | | 2007 | | | 6.09 | 3.10 | 2.99 | | 2006 | | | 4.33 | 4.43 | -0.10 | | 2005 | | | -0.06 | 2.23 | -2.29 | | 2004 | | | N/A | 6.47 | N/A | | 2003 | | | N/A | 8.79 | N/A | | 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
IOBZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.05 | 6.62 | 4.92 | N/A | | 2008 | 1.34 | -0.88 | -3.94 | 0.65 | | 2007 | 1.48 | 0.05 | 2.18 | 2.26 | | 2006 | 0.27 | 0.52 | 2.26 | 1.22 | | 2005 | -1.02 | 3.01 | -1.88 | -0.11 | | 2004 | N/A | N/A | 3.97 | 1.25 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 50 | 46.00 | | 1-Month | 10 | 53 | 18.87 | | 3-Month | 19 | 53 | 35.85 | | 6-Month | 43 | 52 | 82.69 | | 1-Year | 19 | 50 | 38.00 | | 3-Year | 14 | 40 | 35.00 | | 5-Year | 13 | 30 | 43.33 |
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