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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.69% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -7.03% | |
Worst 1-Yr Total Return (2008): | -41.06% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IRGIX | Category | Diff | Index* | Diff | | Year To Date | 28.69 | 33.38 | -4.69 | 29.91 | -1.22 | | 1-Month | 2.89 | 2.58 | 0.31 | 2.00 | 0.89 | | 3-Month | 6.20 | 6.33 | -0.13 | 4.58 | 1.62 | | 1-Year | 39.04 | 43.28 | -4.24 | 37.72 | 1.32 | | 3-Year | -10.14 | -12.12 | 1.98 | -5.52 | -4.62 | | 5-Year | N/A | 1.63 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.12 | 77.55 | -0.43 | 59.35 | 17.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.14 | -16.08 | -3.06 | -14.95 | -4.19 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IRGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.06 | -46.63 | 5.57 | | 2007 | | | -7.03 | -7.68 | 0.65 | | 2006 | | | N/A | 39.00 | N/A | | 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
IRGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -21.91 | 31.12 | 25.13 | N/A | | 2008 | -3.15 | -8.03 | -6.78 | -29.01 | | 2007 | 5.66 | -6.91 | 5.70 | -10.58 | | 2006 | N/A | -0.99 | 9.32 | 14.05 | | 2005 | N/A | N/A | N/A | N/A | | 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 | 114 | 151 | 75.50 | | 1-Month | 66 | 159 | 41.51 | | 3-Month | 77 | 159 | 48.43 | | 6-Month | 51 | 155 | 32.90 | | 1-Year | 70 | 149 | 46.98 | | 3-Year | 8 | 83 | 9.64 | | 5-Year | | 26 | N/A |
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