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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.67% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 44.45% | |
Worst 1-Yr Total Return (2008): | -47.26% | |
Best 3-Yr Total Return (2006-8): | -10.00% | |
Worst 3-Yr Total Return (2006-8): | -10.00% |
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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 | IRFIX | Category | Diff | Index* | Diff | | Year To Date | 32.67 | 29.96 | 2.71 | 27.36 | 5.31 | | 1-Month | -1.34 | -1.74 | 0.4 | -1.25 | -0.09 | | 3-Month | 6.05 | 10.81 | -4.76 | 8.10 | -2.05 | | 1-Year | 25.53 | 21.38 | 4.15 | 27.71 | -2.18 | | 3-Year | -9.41 | -11.59 | 2.18 | -5.22 | -4.19 | | 5-Year | N/A | 2.36 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.09 | 75.03 | 4.06 | 59.35 | 19.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.60 | -15.39 | 0.79 | -14.95 | 0.35 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IRFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.26 | -46.63 | -0.63 | | 2007 | | | -4.32 | -7.68 | 3.36 | | 2006 | | | 44.45 | 39.00 | 5.45 | | 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
IRFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.67 | 36.66 | 19.53 | N/A | | 2008 | -6.67 | -10.11 | -14.77 | -26.25 | | 2007 | 6.92 | -4.74 | 3.75 | -9.45 | | 2006 | 15.36 | -0.65 | 8.68 | 15.98 | | 2005 | N/A | 2.79 | 8.06 | 5.17 | | 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 | 33 | 154 | 21.43 | | 1-Month | 137 | 162 | 84.57 | | 3-Month | 77 | 159 | 48.43 | | 6-Month | 34 | 158 | 21.52 | | 1-Year | 46 | 151 | 30.46 | | 3-Year | 18 | 78 | 23.08 | | 5-Year | | 26 | N/A |
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