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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.22% | | 5-Year Average Return: | 2.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.69% | |
Worst 1-Yr Total Return (2008): | -36.94% | |
Best 3-Yr Total Return (2005-7): | 14.14% | |
Worst 3-Yr Total Return (2006-8): | -5.76% |
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| 1-Year: | -12.41% | | 3-Year: | -4.14% | | 5-Year: | 2.97% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IVDCX | Category | Diff | Index* | Diff | | Year To Date | 17.22 | 25.10 | -7.88 | 24.07 | -6.85 | | 1-Month | 5.24 | 5.28 | -0.04 | 6.00 | -0.76 | | 3-Month | 6.37 | 7.01 | -0.64 | 7.91 | -1.54 | | 1-Year | 16.67 | 28.01 | -11.34 | 25.39 | -8.72 | | 3-Year | -5.05 | -5.87 | 0.82 | -5.79 | 0.74 | | 5-Year | 2.45 | 0.64 | 1.81 | 0.71 | 1.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.16 | 46.08 | -11.92 | 45.76 | -11.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.26 | -17.41 | -3.85 | -18.25 | -3.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IVDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.94 | -37.79 | 0.85 | | 2007 | | | 15.69 | 6.16 | 9.53 | | 2006 | | | 14.72 | 14.17 | 0.55 | | 2005 | | | 12.04 | 5.88 | 6.16 | | 2004 | | | 10.23 | 10.02 | 0.21 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
IVDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.71 | 14.65 | 10.68 | N/A | | 2008 | -8.70 | 0.44 | -11.92 | -21.92 | | 2007 | 2.23 | 6.61 | 5.78 | 0.35 | | 2006 | 5.91 | 1.89 | -0.23 | 6.55 | | 2005 | -0.25 | 2.81 | 6.36 | 2.72 | | 2004 | 0.18 | 1.45 | -0.45 | 8.95 | | 2003 | N/A | N/A | N/A | 10.82 | | 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 | 1859 | 2021 | 91.98 | | 1-Month | 1838 | 2113 | 86.99 | | 3-Month | 1421 | 2091 | 67.96 | | 6-Month | 1981 | 2064 | 95.98 | | 1-Year | 1623 | 2011 | 80.71 | | 3-Year | 454 | 1707 | 26.60 | | 5-Year | 171 | 1360 | 12.57 |
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0.20% Nasdaq 
Performance
