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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.35% | | 5-Year Average Return: | 5.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 26.16% | |
Worst 1-Yr Total Return (2008): | -52.78% | |
Best 3-Yr Total Return (2004-6): | 23.83% | |
Worst 3-Yr Total Return (2006-8): | -11.43% |
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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 | ISCCX | Category | Diff | Index* | Diff | | Year To Date | 42.35 | 45.86 | -3.51 | 29.91 | 12.44 | | 1-Month | 7.47 | 3.32 | 4.15 | 2.00 | 5.47 | | 3-Month | 11.24 | 8.08 | 3.16 | 4.58 | 6.66 | | 1-Year | 53.13 | 56.85 | -3.72 | 37.72 | 15.41 | | 3-Year | -6.06 | -5.58 | -0.48 | -5.52 | -0.54 | | 5-Year | 5.53 | 6.68 | -1.15 | 4.13 | 1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.49 | 65.72 | -7.23 | 59.35 | -0.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.16 | -12.65 | -14.51 | -14.95 | -12.21 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ISCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.78 | -49.02 | -3.76 | | 2007 | | | 17.32 | 12.03 | 5.29 | | 2006 | | | 25.42 | 26.79 | -1.37 | | 2005 | | | 26.16 | 24.86 | 1.30 | | 2004 | | | 20.01 | 24.38 | -4.37 | | 2003 | | | 52.60 | 54.17 | -1.57 | | 2002 | | | -16.32 | -15.43 | -0.89 | | 2001 | | | -32.05 | -24.44 | -7.61 | | 2000 | | | -31.25 | -15.12 | -16.13 | | 1999 | | | 124.58 | 83.28 | 41.30 |
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| PAST QUARTERLY RETURNS (%) FOR
ISCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.38 | 28.32 | 20.23 | N/A | | 2008 | -8.79 | 4.07 | -31.57 | -27.30 | | 2007 | 7.25 | 9.00 | 3.51 | -3.04 | | 2006 | 11.65 | -2.04 | -0.54 | 15.29 | | 2005 | 3.11 | -0.04 | 13.95 | 7.41 | | 2004 | 7.74 | -1.95 | -1.55 | 15.38 | | 2003 | -2.35 | 22.30 | 12.75 | 13.32 | | 2002 | 5.48 | -4.74 | -16.66 | -0.07 | | 2001 | -18.98 | 1.00 | -23.15 | 8.04 | | 2000 | 8.46 | -20.73 | -5.40 | -15.46 | | 1999 | N/A | N/A | N/A | 48.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 130 | 51.54 | | 1-Month | 19 | 133 | 14.29 | | 3-Month | 30 | 133 | 22.56 | | 6-Month | 74 | 133 | 55.64 | | 1-Year | 61 | 129 | 47.29 | | 3-Year | 59 | 103 | 57.28 | | 5-Year | 44 | 78 | 56.41 |
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0.51% Nasdaq 
Performance
