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| Morningstar Return Rating: | | | Year to Date Return: | 34.97% | | 5-Year Average Return: | 10.22% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -41.28% | |
Worst 1-Yr Total Return (2008): | -41.28% | |
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 | IRGNX | Category | Diff | Index* | Diff | | Year To Date | 34.97 | 44.04 | -9.07 | 24.07 | 10.9 | | 1-Month | 5.49 | 6.23 | -0.74 | 6.00 | -0.51 | | 3-Month | 14.40 | 11.92 | 2.48 | 7.91 | 6.49 | | 1-Year | 34.35 | 46.07 | -11.72 | 25.39 | 8.96 | | 3-Year | 1.02 | 0.20 | 0.82 | -5.79 | 6.81 | | 5-Year | 10.22 | 10.75 | -0.53 | 0.71 | 9.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.01 | 54.65 | -6.64 | 45.76 | 2.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.75 | -26.32 | -0.43 | -18.25 | -8.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IRGNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.28 | -48.79 | 7.51 | | 2007 | | | N/A | 37.12 | N/A | | 2006 | | | N/A | 10.53 | N/A | | 2005 | | | N/A | 38.20 | N/A | | 2004 | | | N/A | 27.47 | N/A | | 2003 | | | N/A | 32.76 | N/A | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IRGNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.17 | 18.51 | 17.12 | N/A | | 2008 | -3.83 | 17.58 | -30.37 | -25.43 | | 2007 | N/A | N/A | N/A | 5.62 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 97 | 137 | 70.80 | | 1-Month | 125 | 138 | 90.58 | | 3-Month | 91 | 138 | 65.94 | | 6-Month | 75 | 137 | 54.74 | | 1-Year | 83 | 131 | 63.36 | | 3-Year | | 80 | N/A | | 5-Year | | 67 | N/A |
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