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| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.61% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 42.99% | |
Worst 1-Yr Total Return (2008): | -47.83% | |
Best 3-Yr Total Return (2006-8): | -10.91% | |
Worst 3-Yr Total Return (2006-8): | -10.91% |
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| 1-Year: | -2.71% | | 3-Year: | -8.60% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IRFCX | Category | Diff | Index* | Diff | | Year To Date | 31.61 | 29.96 | 1.65 | 27.36 | 4.25 | | 1-Month | -1.44 | -1.74 | 0.3 | -1.25 | -0.19 | | 3-Month | 5.81 | 10.81 | -5 | 8.10 | -2.29 | | 1-Year | 24.32 | 21.38 | 2.94 | 27.71 | -3.39 | | 3-Year | -10.30 | -11.59 | 1.29 | -5.22 | -5.08 | | 5-Year | N/A | 2.36 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.05 | 75.03 | 3.02 | 59.35 | 18.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.47 | -15.39 | -0.08 | -14.95 | -0.52 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IRFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.83 | -46.63 | -1.20 | | 2007 | | | -5.23 | -7.68 | 2.45 | | 2006 | | | 42.99 | 39.00 | 3.99 | | 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
IRFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.82 | 36.24 | 19.27 | N/A | | 2008 | -7.01 | -10.27 | -15.03 | -26.41 | | 2007 | 6.67 | -4.96 | 3.40 | -9.59 | | 2006 | 15.08 | -0.90 | 8.42 | 15.64 | | 2005 | N/A | 2.71 | 7.82 | 4.96 | | 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 | 44 | 154 | 28.57 | | 1-Month | 144 | 162 | 88.89 | | 3-Month | 95 | 159 | 59.75 | | 6-Month | 44 | 158 | 27.85 | | 1-Year | 67 | 151 | 44.37 | | 3-Year | 24 | 78 | 30.77 | | 5-Year | | 26 | N/A |
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0.18% Nasdaq 
Performance
