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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.30% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 43.88% | |
Worst 1-Yr Total Return (2008): | -47.43% | |
Best 3-Yr Total Return (2006-8): | -10.32% | |
Worst 3-Yr Total Return (2006-8): | -10.32% |
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| 1-Year: | -5.60% | | 3-Year: | -9.39% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IRFAX | Category | Diff | Index* | Diff | | Year To Date | 32.30 | 29.96 | 2.34 | 27.36 | 4.94 | | 1-Month | -1.34 | -1.74 | 0.4 | -1.25 | -0.09 | | 3-Month | 5.97 | 10.81 | -4.84 | 8.10 | -2.13 | | 1-Year | 25.16 | 21.38 | 3.78 | 27.71 | -2.55 | | 3-Year | -9.71 | -11.59 | 1.88 | -5.22 | -4.49 | | 5-Year | N/A | 2.36 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.74 | 75.03 | 3.71 | 59.35 | 19.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.92 | -15.39 | 0.47 | -14.95 | 0.03 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IRFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.43 | -46.63 | -0.80 | | 2007 | | | -4.64 | -7.68 | 3.04 | | 2006 | | | 43.88 | 39.00 | 4.88 | | 2005 | | | N/A | 13.40 | N/A | | 2004 | | | N/A | 35.79 | N/A | | 2003 | | | N/A | 41.26 | N/A | | 2002 | | | N/A | 5.60 | N/A | | 2001 | | | N/A | 7.01 | N/A | | 2000 | | | N/A | 19.66 | N/A | | 1999 | | | N/A | -0.11 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IRFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.72 | 36.40 | 19.49 | N/A | | 2008 | -6.80 | -10.13 | -14.85 | -26.29 | | 2007 | 6.87 | -4.84 | 3.61 | -9.50 | | 2006 | 15.21 | -0.77 | 8.61 | 15.87 | | 2005 | N/A | 2.79 | 7.98 | 5.11 | | 2004 | N/A | N/A | N/A | N/A | | 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 | 38 | 154 | 24.68 | | 1-Month | 139 | 162 | 85.80 | | 3-Month | 84 | 159 | 52.83 | | 6-Month | 36 | 158 | 22.78 | | 1-Year | 54 | 151 | 35.76 | | 3-Year | 20 | 78 | 25.64 | | 5-Year | | 26 | N/A |
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0.22% Nasdaq 
0.08 (0.70%) 
Performance
