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| Morningstar Return Rating: | | | Year to Date Return: | 43.41% | | 5-Year Average Return: | 5.94% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -19.73% | |
Worst 1-Yr Total Return (2008): | -19.73% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | IVHIX | Category | Diff | Index* | Diff | | Year To Date | 43.41 | 42.53 | 0.88 | 7.61 | 35.8 | | 1-Month | 1.10 | 1.09 | 0.01 | 1.29 | -0.19 | | 3-Month | 7.01 | 7.76 | -0.75 | 2.86 | 4.15 | | 1-Year | 49.75 | 48.90 | 0.85 | 11.63 | 38.12 | | 3-Year | 6.70 | 2.47 | 4.23 | 6.40 | 0.3 | | 5-Year | 5.94 | 4.02 | 1.92 | 5.49 | 0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.66 | 35.54 | -4.88 | 7.06 | 23.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.01 | 0.71 | 7.3 | 7.94 | 0.07 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IVHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.73 | -26.41 | 6.68 | | 2007 | | | N/A | 1.47 | N/A | | 2006 | | | N/A | 10.14 | N/A | | 2005 | | | N/A | 2.59 | N/A | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IVHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.00 | 16.46 | 11.03 | N/A | | 2008 | -3.79 | 3.84 | -5.54 | -14.94 | | 2007 | N/A | N/A | 0.83 | -0.61 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 287 | 543 | 52.85 | | 1-Month | 241 | 574 | 41.99 | | 3-Month | 382 | 571 | 66.90 | | 6-Month | 402 | 559 | 71.91 | | 1-Year | 268 | 543 | 49.36 | | 3-Year | | 467 | N/A | | 5-Year | | 403 | N/A |
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0.25% Nasdaq 
Performance
