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| Morningstar Return Rating: | Below average | | Year to Date Return: | 43.35% | | 5-Year Average Return: | 6.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 27.11% | |
Worst 1-Yr Total Return (2008): | -52.42% | |
Best 3-Yr Total Return (2004-6): | 24.75% | |
Worst 3-Yr Total Return (2006-8): | -10.77% |
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| 1-Year: | -5.34% | | 3-Year: | -5.49% | | 5-Year: | 6.30% | | 10-Year: | 2.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ISCAX | Category | Diff | Index* | Diff | | Year To Date | 43.35 | 45.86 | -2.51 | 29.91 | 13.44 | | 1-Month | 7.49 | 3.32 | 4.17 | 2.00 | 5.49 | | 3-Month | 11.44 | 8.08 | 3.36 | 4.58 | 6.86 | | 1-Year | 54.32 | 56.85 | -2.53 | 37.72 | 16.6 | | 3-Year | -5.34 | -5.58 | 0.24 | -5.52 | 0.18 | | 5-Year | 6.33 | 6.68 | -0.35 | 4.13 | 2.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.29 | 65.72 | -6.43 | 59.35 | -0.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.58 | -12.65 | -13.93 | -14.95 | -11.63 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ISCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.42 | -49.02 | -3.40 | | 2007 | | | 18.19 | 12.03 | 6.16 | | 2006 | | | 26.33 | 26.79 | -0.46 | | 2005 | | | 27.11 | 24.86 | 2.25 | | 2004 | | | 20.90 | 24.38 | -3.48 | | 2003 | | | 53.88 | 54.17 | -0.29 | | 2002 | | | -15.74 | -15.43 | -0.31 | | 2001 | | | -31.57 | -24.44 | -7.13 | | 2000 | | | -30.73 | -15.12 | -15.61 | | 1999 | | | 126.20 | 83.28 | 42.92 |
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| PAST QUARTERLY RETURNS (%) FOR
ISCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 28.60 | 20.47 | N/A | | 2008 | -8.63 | 4.27 | -31.43 | -27.17 | | 2007 | 7.46 | 9.18 | 3.71 | -2.87 | | 2006 | 11.86 | -1.90 | -0.34 | 15.51 | | 2005 | 3.30 | 0.14 | 14.19 | 7.61 | | 2004 | 7.93 | -1.75 | -1.40 | 15.63 | | 2003 | -2.16 | 22.61 | 12.98 | 13.53 | | 2002 | 5.68 | -4.57 | -16.51 | 0.07 | | 2001 | -18.86 | 1.20 | -23.01 | 8.24 | | 2000 | 8.70 | -20.61 | -5.21 | -15.31 | | 1999 | N/A | N/A | N/A | 48.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 63 | 130 | 48.46 | | 1-Month | 15 | 133 | 11.28 | | 3-Month | 30 | 133 | 22.56 | | 6-Month | 65 | 133 | 48.87 | | 1-Year | 47 | 129 | 36.43 | | 3-Year | 57 | 103 | 55.34 | | 5-Year | 33 | 78 | 42.31 |
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0.51% Nasdaq 
Performance
