|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.00% | | 5-Year Average Return: | 4.21% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 10.44% | |
Worst 1-Yr Total Return (2006): | 2.05% | |
Best 3-Yr Total Return (2006-8): | 6.74% | |
Worst 3-Yr Total Return (2004-6): | 2.34% |
|
| 1-Year: | 0.01% | | 3-Year: | 3.70% | | 5-Year: | 3.09% | | 10-Year: | 4.76% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ITGAX | Category | Diff | Index* | Diff | | Year To Date | -2.00 | 6.47 | -8.47 | 7.61 | -9.61 | | 1-Month | 0.69 | 1.23 | -0.54 | 1.29 | -0.6 | | 3-Month | 1.15 | 2.69 | -1.54 | 2.86 | -1.71 | | 1-Year | 0.83 | 9.04 | -8.21 | 11.63 | -10.8 | | 3-Year | 4.98 | 5.62 | -0.64 | 6.40 | -1.42 | | 5-Year | 4.21 | 4.68 | -0.47 | 5.49 | -1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 0.86 | 4.86 | -4 | 7.06 | -6.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.33 | 7.38 | -3.05 | 7.94 | -3.61 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ITGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 10.44 | 4.76 | 5.68 | | 2007 | | | 7.90 | 6.09 | 1.81 | | 2006 | | | 2.05 | 3.47 | -1.42 | | 2005 | | | 2.14 | 1.91 | 0.23 | | 2004 | | | 2.83 | 3.01 | -0.18 | | 2003 | | | 1.44 | 1.90 | -0.46 | | 2002 | | | 10.80 | 9.23 | 1.57 | | 2001 | | | 6.41 | 6.81 | -0.40 | | 2000 | | | 12.09 | 10.86 | 1.23 | | 1999 | | | -2.38 | -1.35 | -1.03 |
|
| PAST QUARTERLY RETURNS (%) FOR
ITGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.72 | -2.78 | 1.92 | N/A | | 2008 | 3.61 | -2.04 | 1.45 | 7.26 | | 2007 | 1.43 | -0.48 | 3.22 | 3.56 | | 2006 | -1.19 | -0.19 | 3.10 | 0.36 | | 2005 | -0.49 | 3.07 | -0.99 | 0.58 | | 2004 | 2.73 | -2.95 | 2.61 | 0.52 | | 2003 | 1.01 | 2.43 | -1.28 | -0.68 | | 2002 | -0.56 | 4.31 | 6.03 | 0.75 | | 2001 | 2.10 | -0.43 | 5.26 | -0.56 | | 2000 | 3.10 | 0.84 | 2.83 | 4.85 | | 1999 | N/A | N/A | N/A | -0.29 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 352 | 367 | 95.91 | | 1-Month | 299 | 374 | 79.95 | | 3-Month | 355 | 374 | 94.92 | | 6-Month | 362 | 374 | 96.79 | | 1-Year | 292 | 358 | 81.56 | | 3-Year | 212 | 345 | 61.45 | | 5-Year | 189 | 318 | 59.43 |
|
|
|
|
|
0.01% Nasdaq 
0.01 (0.11%) 
Performance
