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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.69% | | 5-Year Average Return: | -0.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.08% | |
Worst 1-Yr Total Return (2008): | -23.16% | |
Best 3-Yr Total Return (2005-7): | 5.62% | |
Worst 3-Yr Total Return (2006-8): | -3.84% |
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| 1-Year: | -7.61% | | 3-Year: | -2.47% | | 5-Year: | 0.03% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IOCCX | Category | Diff | Index* | Diff | | Year To Date | 6.69 | 25.10 | -18.41 | 24.07 | -17.38 | | 1-Month | 2.74 | 5.28 | -2.54 | 6.00 | -3.26 | | 3-Month | 5.09 | 7.01 | -1.92 | 7.91 | -2.82 | | 1-Year | 12.98 | 28.01 | -15.03 | 25.39 | -12.41 | | 3-Year | -2.63 | -5.87 | 3.24 | -5.79 | 3.16 | | 5-Year | -0.18 | 0.64 | -0.82 | 0.71 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.39 | 46.08 | -24.69 | 45.76 | -24.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.22 | -17.41 | 2.19 | -18.25 | 3.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IOCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.16 | -37.79 | 14.63 | | 2007 | | | 11.08 | 6.16 | 4.92 | | 2006 | | | 4.17 | 14.17 | -10.00 | | 2005 | | | 1.82 | 5.88 | -4.06 | | 2004 | | | 7.73 | 10.02 | -2.29 | | 2003 | | | 27.01 | 27.05 | -0.04 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IOCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.37 | 11.22 | 10.76 | N/A | | 2008 | -8.45 | 2.53 | -8.52 | -10.51 | | 2007 | 0.53 | 4.65 | 1.77 | 3.75 | | 2006 | 2.99 | -2.68 | -0.30 | 4.25 | | 2005 | -1.28 | 0.23 | 3.20 | -0.28 | | 2004 | 2.57 | 0.83 | -1.80 | 6.08 | | 2003 | -4.39 | 16.87 | 5.21 | 8.04 | | 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 | 2000 | 2021 | 98.96 | | 1-Month | 591 | 2113 | 27.97 | | 3-Month | 1819 | 2091 | 86.99 | | 6-Month | 2043 | 2064 | 98.98 | | 1-Year | 1698 | 2011 | 84.44 | | 3-Year | 132 | 1707 | 7.73 | | 5-Year | 791 | 1360 | 58.16 |
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0.20% Nasdaq 
Performance
