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| Morningstar Return Rating: | Above average | | Year to Date Return: | -1.22% | | 5-Year Average Return: | 5.39% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 13.87% | |
Worst 1-Yr Total Return (2005): | 2.49% | |
Best 3-Yr Total Return (2006-8): | 8.37% | |
Worst 3-Yr Total Return (2004-6): | 2.78% |
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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 | IUTIX | Category | Diff | Index* | Diff | | Year To Date | -1.22 | 6.47 | -7.69 | 7.61 | -8.83 | | 1-Month | 1.40 | 1.23 | 0.17 | 1.29 | 0.11 | | 3-Month | 2.12 | 2.69 | -0.57 | 2.86 | -0.74 | | 1-Year | 2.16 | 9.04 | -6.88 | 11.63 | -9.47 | | 3-Year | 6.66 | 5.62 | 1.04 | 6.40 | 0.26 | | 5-Year | 5.39 | 4.68 | 0.71 | 5.49 | -0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.07 | 4.86 | -3.79 | 7.06 | -5.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.99 | 7.38 | -1.39 | 7.94 | -1.95 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IUTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 13.87 | 4.76 | 9.11 | | 2007 | | | 8.78 | 6.09 | 2.69 | | 2006 | | | 2.75 | 3.47 | -0.72 | | 2005 | | | 2.49 | 1.91 | 0.58 | | 2004 | | | 3.11 | 3.01 | 0.10 | | 2003 | | | 1.87 | 1.90 | -0.03 | | 2002 | | | 11.13 | 9.23 | 1.90 | | 2001 | | | 6.28 | 6.81 | -0.53 | | 2000 | | | 13.11 | 10.86 | 2.25 | | 1999 | | | -2.85 | -1.35 | -1.50 |
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| PAST QUARTERLY RETURNS (%) FOR
IUTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.48 | -3.05 | 2.07 | N/A | | 2008 | 4.45 | -2.17 | 2.41 | 8.82 | | 2007 | 1.41 | -0.48 | 3.71 | 3.93 | | 2006 | -1.26 | -0.12 | 3.49 | 0.67 | | 2005 | -0.42 | 3.53 | -1.19 | 0.60 | | 2004 | 2.93 | -3.21 | 3.25 | 0.24 | | 2003 | 0.96 | 2.60 | -1.07 | -0.59 | | 2002 | -0.96 | 4.32 | 7.25 | 0.29 | | 2001 | 2.17 | -0.46 | 5.45 | -0.89 | | 2000 | 3.57 | 1.43 | 2.60 | 4.95 | | 1999 | N/A | N/A | N/A | -0.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 348 | 367 | 94.82 | | 1-Month | 344 | 374 | 91.98 | | 3-Month | 347 | 374 | 92.78 | | 6-Month | 344 | 374 | 91.98 | | 1-Year | 295 | 358 | 82.40 | | 3-Year | 97 | 345 | 28.12 | | 5-Year | 94 | 318 | 29.56 |
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0.01% Nasdaq 
0.01 (0.09%) 
Performance
