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| Morningstar Return Rating: | | | Year to Date Return: | 30.19% | | 5-Year Average Return: | 3.51% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.76% | |
Worst 1-Yr Total Return (2008): | -46.28% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | ITHRX | Category | Diff | Index* | Diff | | Year To Date | 30.19 | 18.65 | 11.54 | 17.05 | 13.14 | | 1-Month | -2.53 | -2.18 | -0.35 | -1.86 | -0.67 | | 3-Month | 3.16 | 5.08 | -1.92 | 5.48 | -2.32 | | 1-Year | 21.13 | 11.86 | 9.27 | 9.80 | 11.33 | | 3-Year | -5.55 | -6.78 | 1.23 | -7.02 | 1.47 | | 5-Year | 3.51 | 0.49 | 3.02 | 0.33 | 3.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.80 | 45.26 | 12.54 | 45.76 | 12.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.35 | -15.99 | -3.36 | -18.25 | -1.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ITHRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.28 | -37.79 | -8.49 | | 2007 | | | 15.76 | 6.16 | 9.60 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ITHRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.80 | 24.11 | 15.48 | N/A | | 2008 | -11.59 | 2.81 | -19.97 | -26.14 | | 2007 | 0.22 | 9.19 | 5.78 | 0.00 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 120 | 2013 | 5.96 | | 1-Month | 1160 | 2110 | 54.98 | | 3-Month | 1107 | 2090 | 52.97 | | 6-Month | 409 | 2049 | 19.96 | | 1-Year | 99 | 1999 | 4.95 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
