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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.85% | | 5-Year Average Return: | 4.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.43% | |
Worst 1-Yr Total Return (2008): | -32.49% | |
Best 3-Yr Total Return (2004-6): | 14.75% | |
Worst 3-Yr Total Return (2006-8): | -3.36% |
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| 1-Year: | -0.79% | | 3-Year: | -1.66% | | 5-Year: | 4.61% | | 10-Year: | 5.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IVBAX | Category | Diff | Index* | Diff | | Year To Date | 26.85 | 23.53 | 3.32 | N/A | N/A | | 1-Month | 2.85 | 3.25 | -0.4 | N/A | N/A | | 3-Month | 5.61 | 6.12 | -0.51 | N/A | N/A | | 1-Year | 34.73 | 29.33 | 5.4 | N/A | N/A | | 3-Year | -1.51 | -0.02 | -1.49 | N/A | N/A | | 5-Year | 4.19 | 5.42 | -1.23 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.20 | 31.76 | 18.44 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.65 | -4.11 | -3.54 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IVBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.49 | -28.98 | -3.51 | | 2007 | | | 9.19 | 11.39 | -2.20 | | 2006 | | | 22.43 | 16.61 | 5.82 | | 2005 | | | 4.24 | 6.56 | -2.32 | | 2004 | | | 18.40 | 15.24 | 3.16 | | 2003 | | | 37.94 | 25.32 | 12.62 | | 2002 | | | -3.92 | -2.16 | -1.76 | | 2001 | | | -8.74 | -3.23 | -5.51 | | 2000 | | | 1.27 | 0.23 | 1.04 | | 1999 | | | 15.66 | 21.83 | -6.17 |
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| PAST QUARTERLY RETURNS (%) FOR
IVBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.45 | 19.24 | 15.82 | N/A | | 2008 | -4.47 | -4.18 | -12.39 | -15.82 | | 2007 | 1.42 | 4.77 | 1.68 | 1.06 | | 2006 | 5.70 | 2.67 | 3.06 | 9.48 | | 2005 | 0.03 | -0.96 | 4.78 | 0.42 | | 2004 | 3.16 | -0.14 | 1.71 | 13.01 | | 2003 | -3.97 | 17.99 | 7.29 | 13.46 | | 2002 | 0.72 | 2.15 | -12.63 | 6.88 | | 2001 | -7.60 | 1.51 | -8.12 | 5.90 | | 2000 | 0.24 | 2.17 | -4.70 | 3.78 | | 1999 | N/A | N/A | N/A | 8.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 260 | 22.69 | | 1-Month | 276 | 307 | 89.90 | | 3-Month | 253 | 305 | 82.95 | | 6-Month | 109 | 296 | 36.82 | | 1-Year | 58 | 234 | 24.79 | | 3-Year | 58 | 130 | 44.62 | | 5-Year | 38 | 86 | 44.19 |
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0.10% Nasdaq 
0.27%
Performance
