|
| Morningstar Return Rating: | | | Year to Date Return: | 30.92% | | 5-Year Average Return: | 3.99% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.41% | |
Worst 1-Yr Total Return (2008): | -45.93% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ITHTX | Category | Diff | Index* | Diff | | Year To Date | 30.92 | 18.65 | 12.27 | 17.05 | 13.87 | | 1-Month | -2.46 | -2.18 | -0.28 | -1.86 | -0.6 | | 3-Month | 3.32 | 5.08 | -1.76 | 5.48 | -2.16 | | 1-Year | 21.94 | 11.86 | 10.08 | 9.80 | 12.14 | | 3-Year | -4.98 | -6.78 | 1.8 | -7.02 | 2.04 | | 5-Year | 3.99 | 0.49 | 3.5 | 0.33 | 3.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.43 | 45.26 | 13.17 | 45.76 | 12.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.84 | -15.99 | -2.85 | -18.25 | -0.59 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ITHTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.93 | -37.79 | -8.14 | | 2007 | | | 16.41 | 6.16 | 10.25 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
ITHTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.64 | 24.28 | 15.68 | N/A | | 2008 | -11.40 | 2.96 | -19.87 | -26.02 | | 2007 | 0.35 | 9.38 | 5.89 | 0.16 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 100 | 2013 | 4.97 | | 1-Month | 1055 | 2110 | 50.00 | | 3-Month | 898 | 2090 | 42.97 | | 6-Month | 348 | 2049 | 16.98 | | 1-Year | 91 | 1999 | 4.55 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
|
|
|
|
|
0.22% Nasdaq 
Performance
