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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.27% | | 5-Year Average Return: | 4.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.78% | |
Worst 1-Yr Total Return (2008): | -10.35% | |
Best 3-Yr Total Return (2004-6): | 4.81% | |
Worst 3-Yr Total Return (2006-8): | -0.11% |
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| 1-Year: | 16.33% | | 3-Year: | 5.33% | | 5-Year: | 4.82% | | 10-Year: | 6.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ISHIX | Category | Diff | Index* | Diff | | Year To Date | 24.27 | 13.54 | 10.73 | 6.24 | 18.03 | | 1-Month | 0.95 | 0.89 | 0.06 | 0.49 | 0.46 | | 3-Month | 5.68 | 4.14 | 1.54 | 2.60 | 3.08 | | 1-Year | 30.55 | 17.86 | 12.69 | 13.79 | 16.76 | | 3-Year | 5.70 | 4.54 | 1.16 | 6.35 | -0.65 | | 5-Year | 4.99 | 3.85 | 1.14 | 5.05 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.40 | 13.81 | 9.59 | 7.06 | 16.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.16 | 6.49 | 0.67 | 7.94 | -0.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ISHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.35 | -4.70 | -5.65 | | 2007 | | | 5.05 | 4.70 | 0.35 | | 2006 | | | 5.82 | 4.15 | 1.67 | | 2005 | | | 1.88 | 1.80 | 0.08 | | 2004 | | | 6.78 | 3.91 | 2.87 | | 2003 | | | 12.87 | 5.10 | 7.77 | | 2002 | | | 6.93 | 8.04 | -1.11 | | 2001 | | | 7.32 | 7.64 | -0.32 | | 2000 | | | 4.80 | 9.44 | -4.64 | | 1999 | | | -2.34 | -1.35 | -0.99 |
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| PAST QUARTERLY RETURNS (%) FOR
ISHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.72 | 11.76 | 9.36 | N/A | | 2008 | 0.48 | -0.42 | -6.13 | -4.55 | | 2007 | 1.80 | -0.62 | 1.90 | 1.91 | | 2006 | 0.17 | -0.32 | 4.09 | 1.82 | | 2005 | -0.88 | 2.30 | -0.05 | 0.52 | | 2004 | 2.85 | -2.17 | 3.80 | 2.24 | | 2003 | 3.23 | 5.98 | 0.81 | 2.34 | | 2002 | 0.60 | 1.01 | 1.98 | 3.18 | | 2001 | 3.66 | 0.04 | 2.13 | 1.34 | | 2000 | 1.18 | 0.11 | 2.16 | 1.28 | | 1999 | N/A | N/A | N/A | 0.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 1122 | 6.95 | | 1-Month | 174 | 1164 | 14.95 | | 3-Month | 150 | 1154 | 13.00 | | 6-Month | 101 | 1133 | 8.91 | | 1-Year | 53 | 1113 | 4.76 | | 3-Year | 318 | 957 | 33.23 | | 5-Year | 169 | 845 | 20.00 |
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0.12% Nasdaq 
0.01 (0.11%) 
Performance
