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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.74% | | 5-Year Average Return: | 4.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.54% | |
Worst 1-Yr Total Return (2008): | -32.98% | |
Best 3-Yr Total Return (2004-6): | 13.72% | |
Worst 3-Yr Total Return (2006-8): | -4.07% |
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| 1-Year: | 3.68% | | 3-Year: | -0.38% | | 5-Year: | 5.06% | | 10-Year: | 5.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IVBCX | Category | Diff | Index* | Diff | | Year To Date | 22.74 | 19.81 | 2.93 | N/A | N/A | | 1-Month | -1.45 | -1.18 | -0.27 | N/A | N/A | | 3-Month | 5.64 | 5.08 | 0.56 | N/A | N/A | | 1-Year | 24.83 | 19.31 | 5.52 | N/A | N/A | | 3-Year | -1.93 | -0.31 | -1.62 | N/A | N/A | | 5-Year | 4.09 | 5.57 | -1.48 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.68 | 33.14 | 16.54 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.24 | -3.45 | -4.79 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IVBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.98 | -28.98 | -4.00 | | 2007 | | | 8.37 | 11.39 | -3.02 | | 2006 | | | 21.54 | 16.61 | 4.93 | | 2005 | | | 3.30 | 6.56 | -3.26 | | 2004 | | | 17.13 | 15.24 | 1.89 | | 2003 | | | N/A | 25.32 | N/A | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IVBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.58 | 19.15 | 15.61 | N/A | | 2008 | -4.57 | -4.42 | -12.56 | -15.97 | | 2007 | 1.25 | 4.60 | 1.44 | 0.88 | | 2006 | 5.50 | 2.47 | 2.86 | 9.30 | | 2005 | -0.21 | -1.20 | 4.56 | 0.20 | | 2004 | 2.92 | -0.38 | 1.38 | 12.69 | | 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 | 73 | 272 | 26.84 | | 1-Month | 80 | 322 | 24.84 | | 3-Month | 41 | 322 | 12.73 | | 6-Month | 65 | 283 | 22.97 | | 1-Year | 41 | 244 | 16.80 | | 3-Year | 61 | 136 | 44.85 | | 5-Year | 48 | 93 | 51.61 |
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0.50% Nasdaq 
0.01 (0.08%) 
Performance
