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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.93% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.35% | |
Worst 1-Yr Total Return (2008): | -23.91% | |
Best 3-Yr Total Return (2006-8): | -5.22% | |
Worst 3-Yr Total Return (2006-8): | -5.22% |
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| 1-Year: | 6.76% | | 3-Year: | 0.57% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ISFBX | Category | Diff | Index* | Diff | | Year To Date | 31.93 | 19.41 | 12.52 | N/A | N/A | | 1-Month | 2.03 | 2.38 | -0.35 | N/A | N/A | | 3-Month | 6.66 | 4.88 | 1.78 | N/A | N/A | | 1-Year | 38.39 | 23.37 | 15.02 | N/A | N/A | | 3-Year | 1.18 | 0.45 | 0.73 | N/A | N/A | | 5-Year | N/A | 2.90 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.34 | 25.19 | 6.15 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.23 | -3.19 | 2.96 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ISFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.91 | -18.61 | -5.30 | | 2007 | | | 2.34 | 4.53 | -2.19 | | 2006 | | | 9.35 | 8.16 | 1.19 | | 2005 | | | N/A | 2.97 | N/A | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ISFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.66 | 13.74 | 12.56 | N/A | | 2008 | -4.93 | 0.43 | -8.10 | -13.29 | | 2007 | 2.19 | 1.06 | 0.64 | -1.53 | | 2006 | 1.90 | -0.09 | 3.29 | 3.98 | | 2005 | N/A | N/A | 0.79 | 0.34 | | 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 | 19 | 639 | 2.97 | | 1-Month | 65 | 655 | 9.92 | | 3-Month | 52 | 653 | 7.96 | | 6-Month | 71 | 647 | 10.97 | | 1-Year | 21 | 635 | 3.31 | | 3-Year | 129 | 514 | 25.10 | | 5-Year | | 349 | N/A |
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