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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.29% | | 5-Year Average Return: | 2.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.57% | |
Worst 1-Yr Total Return (2008): | -32.55% | |
Best 3-Yr Total Return (2004-6): | 11.21% | |
Worst 3-Yr Total Return (2006-8): | -5.10% |
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| 1-Year: | -10.57% | | 3-Year: | -4.35% | | 5-Year: | 2.07% | | 10-Year: | 3.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ITDGX | Category | Diff | Index* | Diff | | Year To Date | 21.29 | 21.73 | -0.44 | 24.07 | -2.78 | | 1-Month | 5.84 | 5.16 | 0.68 | 6.00 | -0.16 | | 3-Month | 7.72 | 6.45 | 1.27 | 7.91 | -0.19 | | 1-Year | 24.13 | 24.67 | -0.54 | 25.39 | -1.26 | | 3-Year | -3.78 | -7.33 | 3.55 | -5.79 | 2.01 | | 5-Year | 2.30 | 0.27 | 2.03 | 0.71 | 1.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.63 | 47.53 | -5.9 | 45.76 | -4.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.87 | -16.99 | 1.12 | -18.25 | 2.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ITDGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.55 | -37.09 | 4.54 | | 2007 | | | 6.86 | 1.42 | 5.44 | | 2006 | | | 18.57 | 18.15 | 0.42 | | 2005 | | | 4.50 | 5.95 | -1.45 | | 2004 | | | 11.01 | 12.97 | -1.96 | | 2003 | | | 24.72 | 28.44 | -3.72 | | 2002 | | | -14.78 | -18.69 | 3.91 | | 2001 | | | -5.26 | -4.99 | -0.27 | | 2000 | | | 9.49 | 7.87 | 1.62 | | 1999 | | | 3.82 | 6.72 | -2.90 |
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| PAST QUARTERLY RETURNS (%) FOR
ITDGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.53 | 15.45 | 13.42 | N/A | | 2008 | -7.32 | -2.23 | -8.36 | -18.77 | | 2007 | 0.91 | 7.29 | 1.96 | -3.20 | | 2006 | 4.38 | 0.31 | 5.25 | 7.60 | | 2005 | -1.24 | -0.17 | 5.10 | 0.85 | | 2004 | 0.59 | 1.36 | 0.02 | 8.85 | | 2003 | -5.86 | 14.96 | 1.65 | 13.37 | | 2002 | 4.24 | -8.45 | -18.44 | 9.49 | | 2001 | -5.76 | 3.89 | -9.07 | 6.41 | | 2000 | 0.42 | -2.35 | 6.41 | 4.92 | | 1999 | N/A | N/A | N/A | 6.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 646 | 1293 | 49.96 | | 1-Month | 214 | 1338 | 15.99 | | 3-Month | 239 | 1329 | 17.98 | | 6-Month | 990 | 1320 | 75.00 | | 1-Year | 495 | 1280 | 38.67 | | 3-Year | 111 | 1088 | 10.20 | | 5-Year | 119 | 917 | 12.98 |
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0.51% Nasdaq 
Performance
