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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.81% | | 5-Year Average Return: | 1.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.48% | |
Worst 1-Yr Total Return (2008): | -36.47% | |
Best 3-Yr Total Return (2004-6): | 13.78% | |
Worst 3-Yr Total Return (2006-8): | -6.64% |
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| 1-Year: | -9.47% | | 3-Year: | -6.00% | | 5-Year: | 2.07% | | 10-Year: | 0.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IUTBX | Category | Diff | Index* | Diff | | Year To Date | 16.81 | 15.79 | 1.02 | 17.05 | -0.24 | | 1-Month | -1.55 | -2.21 | 0.66 | -1.86 | 0.31 | | 3-Month | 5.92 | 5.62 | 0.3 | 5.48 | 0.44 | | 1-Year | 9.71 | 9.52 | 0.19 | 9.80 | -0.09 | | 3-Year | -6.70 | -8.36 | 1.66 | -7.02 | 0.32 | | 5-Year | 1.80 | 0.18 | 1.62 | 0.33 | 1.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.26 | 46.84 | 0.42 | 45.76 | 1.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.64 | -16.40 | 1.76 | -18.25 | 3.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IUTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.47 | -37.09 | 0.62 | | 2007 | | | 4.58 | 1.42 | 3.16 | | 2006 | | | 22.48 | 18.15 | 4.33 | | 2005 | | | 6.49 | 5.95 | 0.54 | | 2004 | | | 12.94 | 12.97 | -0.03 | | 2003 | | | 15.64 | 28.44 | -12.80 | | 2002 | | | -22.14 | -18.69 | -3.45 | | 2001 | | | -23.52 | -4.99 | -18.53 | | 2000 | | | 16.05 | 7.87 | 8.18 | | 1999 | | | 7.90 | 6.72 | 1.18 |
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| PAST QUARTERLY RETURNS (%) FOR
IUTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.82 | 16.02 | 17.30 | N/A | | 2008 | -10.55 | -4.72 | -6.98 | -19.87 | | 2007 | 2.74 | 5.99 | 0.22 | -4.18 | | 2006 | 4.70 | 1.31 | 6.60 | 8.33 | | 2005 | 0.70 | 2.39 | 3.09 | 0.20 | | 2004 | -0.44 | 0.10 | 3.32 | 9.67 | | 2003 | -4.03 | 14.29 | -2.00 | 7.58 | | 2002 | -1.51 | -10.57 | -17.79 | 7.54 | | 2001 | -6.46 | -4.45 | -10.88 | -3.98 | | 2000 | 3.29 | -4.63 | 17.28 | 0.45 | | 1999 | N/A | N/A | N/A | 8.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 480 | 1335 | 35.96 | | 1-Month | 206 | 1379 | 14.94 | | 3-Month | 136 | 1368 | 9.94 | | 6-Month | 255 | 1346 | 18.95 | | 1-Year | 456 | 1318 | 34.60 | | 3-Year | 240 | 1124 | 21.35 | | 5-Year | 142 | 934 | 15.20 |
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0.22% Nasdaq 
Performance
