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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.81% | | 5-Year Average Return: | 3.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.61% | |
Worst 1-Yr Total Return (2008): | -44.46% | |
Best 3-Yr Total Return (2005-7): | 19.30% | |
Worst 3-Yr Total Return (2006-8): | -6.59% |
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| 1-Year: | -6.29% | | 3-Year: | -4.36% | | 5-Year: | 5.19% | | 10-Year: | -1.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IVIBX | Category | Diff | Index* | Diff | | Year To Date | 22.81 | 34.98 | -12.17 | 29.91 | -7.1 | | 1-Month | 3.91 | 4.27 | -0.36 | 2.00 | 1.91 | | 3-Month | 5.65 | 8.00 | -2.35 | 4.58 | 1.07 | | 1-Year | 31.80 | 44.78 | -12.98 | 37.72 | -5.92 | | 3-Year | -5.35 | -4.43 | -0.92 | -5.52 | 0.17 | | 5-Year | 3.79 | 4.67 | -0.88 | 4.13 | -0.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.28 | 57.52 | -13.24 | 59.35 | -15.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.93 | -17.65 | -1.28 | -14.95 | -3.98 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IVIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.46 | -46.56 | 2.10 | | 2007 | | | 20.66 | 16.26 | 4.40 | | 2006 | | | 21.61 | 23.95 | -2.34 | | 2005 | | | 15.71 | 15.23 | 0.48 | | 2004 | | | 11.89 | 16.23 | -4.34 | | 2003 | | | 24.97 | 33.83 | -8.86 | | 2002 | | | -22.00 | -19.15 | -2.85 | | 2001 | | | -21.88 | -24.05 | 2.17 | | 2000 | | | -17.95 | -21.04 | 3.09 | | 1999 | | | 20.15 | 49.56 | -29.41 |
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| PAST QUARTERLY RETURNS (%) FOR
IVIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.16 | 20.04 | 15.27 | N/A | | 2008 | -10.90 | -1.48 | -22.03 | -18.85 | | 2007 | 3.42 | 7.52 | 7.02 | 1.39 | | 2006 | 9.14 | -1.63 | 2.32 | 10.70 | | 2005 | -2.47 | 1.08 | 12.63 | 4.21 | | 2004 | 3.07 | -1.14 | -3.77 | 14.11 | | 2003 | -6.59 | 12.68 | 4.50 | 13.62 | | 2002 | 0.25 | -5.68 | -23.34 | 7.60 | | 2001 | -16.11 | 0.37 | -17.32 | 12.21 | | 2000 | -3.78 | 0.12 | -11.55 | -3.71 | | 1999 | N/A | N/A | N/A | 12.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 237 | 267 | 88.76 | | 1-Month | 151 | 286 | 52.80 | | 3-Month | 245 | 286 | 85.66 | | 6-Month | 216 | 274 | 78.83 | | 1-Year | 201 | 263 | 76.43 | | 3-Year | 117 | 203 | 57.64 | | 5-Year | 90 | 149 | 60.40 |
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0.83% Nasdaq 
Performance
