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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.47% | | 5-Year Average Return: | 5.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 26.12% | |
Worst 1-Yr Total Return (2008): | -52.78% | |
Best 3-Yr Total Return (2004-6): | 23.81% | |
Worst 3-Yr Total Return (2006-8): | -11.44% |
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| 1-Year: | -6.10% | | 3-Year: | -5.55% | | 5-Year: | 6.38% | | 10-Year: | 2.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ISCBX | Category | Diff | Index* | Diff | | Year To Date | 32.47 | 41.20 | -8.73 | 27.36 | 5.11 | | 1-Month | -3.09 | -1.70 | -1.39 | -1.25 | -1.84 | | 3-Month | 5.44 | 8.51 | -3.07 | 8.10 | -2.66 | | 1-Year | 33.62 | 43.02 | -9.4 | 27.71 | 5.91 | | 3-Year | -6.97 | -5.30 | -1.67 | -5.22 | -1.75 | | 5-Year | 5.38 | 7.38 | -2 | 5.10 | 0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.51 | 65.50 | -6.99 | 59.35 | -0.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.13 | -11.49 | -15.64 | -14.95 | -12.18 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ISCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.78 | -49.02 | -3.76 | | 2007 | | | 17.30 | 12.03 | 5.27 | | 2006 | | | 25.38 | 26.79 | -1.41 | | 2005 | | | 26.12 | 24.86 | 1.26 | | 2004 | | | 20.03 | 24.38 | -4.35 | | 2003 | | | 52.70 | 54.17 | -1.47 | | 2002 | | | -16.36 | -15.43 | -0.93 | | 2001 | | | -32.05 | -24.44 | -7.61 | | 2000 | | | -31.22 | -15.12 | -16.10 | | 1999 | | | 124.62 | 83.28 | 41.34 |
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| PAST QUARTERLY RETURNS (%) FOR
ISCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.37 | 28.29 | 20.22 | N/A | | 2008 | -8.81 | 4.09 | -31.57 | -27.31 | | 2007 | 7.26 | 8.99 | 3.51 | -3.06 | | 2006 | 11.66 | -2.07 | -0.53 | 15.28 | | 2005 | 3.07 | -0.04 | 13.97 | 7.40 | | 2004 | 7.73 | -1.95 | -1.59 | 15.46 | | 2003 | -2.35 | 22.36 | 12.74 | 13.36 | | 2002 | 5.47 | -4.74 | -16.64 | -0.14 | | 2001 | -19.00 | 1.05 | -23.16 | 8.03 | | 2000 | 8.48 | -20.73 | -5.40 | -15.45 | | 1999 | N/A | N/A | N/A | 48.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 84 | 130 | 64.62 | | 1-Month | 83 | 133 | 62.41 | | 3-Month | 97 | 133 | 72.93 | | 6-Month | 100 | 132 | 75.76 | | 1-Year | 76 | 129 | 58.91 | | 3-Year | 61 | 103 | 59.22 | | 5-Year | 47 | 78 | 60.26 |
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