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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.21% | | 5-Year Average Return: | 4.92% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.61% | |
Worst 1-Yr Total Return (2005): | 1.49% | |
Best 3-Yr Total Return (2006-8): | 5.14% | |
Worst 3-Yr Total Return (2004-6): | 2.52% |
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| 1-Year: | 5.47% | | 3-Year: | 5.46% | | 5-Year: | 4.07% | | 10-Year: | 4.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IPFIX | Category | Diff | Index* | Diff | | Year To Date | 7.21 | 4.17 | 3.04 | 7.61 | -0.4 | | 1-Month | 1.09 | 0.70 | 0.39 | 1.29 | -0.2 | | 3-Month | 2.17 | 1.51 | 0.66 | 2.86 | -0.69 | | 1-Year | 8.70 | 5.67 | 3.03 | 11.63 | -2.93 | | 3-Year | 6.40 | 5.00 | 1.4 | 6.40 | 0 | | 5-Year | 4.92 | 4.03 | 0.89 | 5.49 | -0.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.80 | 3.01 | 1.79 | 7.06 | -2.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.32 | 5.22 | 2.1 | 7.94 | -0.62 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IPFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.42 | 4.80 | 0.62 | | 2007 | | | 6.61 | 5.87 | 0.74 | | 2006 | | | 3.41 | 3.67 | -0.26 | | 2005 | | | 1.49 | 1.26 | 0.23 | | 2004 | | | 2.69 | 1.46 | 1.23 | | 2003 | | | 0.92 | 1.45 | -0.53 | | 2002 | | | 8.16 | 6.85 | 1.31 | | 2001 | | | 7.26 | 7.26 | 0.00 | | 2000 | | | 9.87 | 8.30 | 1.57 | | 1999 | | | N/A | 1.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IPFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.36 | 1.53 | 2.37 | N/A | | 2008 | 2.83 | -0.52 | 0.89 | 2.15 | | 2007 | 1.34 | 0.84 | 1.85 | 2.43 | | 2006 | -0.09 | 0.26 | 2.15 | 1.07 | | 2005 | -0.53 | 1.67 | -0.32 | 0.67 | | 2004 | 1.76 | -1.14 | 1.86 | 0.21 | | 2003 | 0.94 | 1.04 | -0.77 | -0.29 | | 2002 | 0.46 | 3.51 | 3.50 | 0.49 | | 2001 | 2.83 | 0.68 | 3.65 | -0.04 | | 2000 | 1.90 | 1.60 | 2.68 | 3.36 | | 1999 | N/A | N/A | N/A | 0.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 158 | 12.66 | | 1-Month | 9 | 162 | 5.56 | | 3-Month | 16 | 162 | 9.88 | | 6-Month | 14 | 161 | 8.70 | | 1-Year | 21 | 156 | 13.46 | | 3-Year | 9 | 149 | 6.04 | | 5-Year | 15 | 144 | 10.42 |
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0.34% Nasdaq 
Performance
