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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.87% | | 5-Year Average Return: | 3.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.67% | |
Worst 1-Yr Total Return (2008): | -44.41% | |
Best 3-Yr Total Return (2005-7): | 19.43% | |
Worst 3-Yr Total Return (2006-8): | -6.54% |
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| 1-Year: | -2.24% | | 3-Year: | -3.33% | | 5-Year: | 5.62% | | 10-Year: | -1.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IVNCX | Category | Diff | Index* | Diff | | Year To Date | 22.87 | 34.98 | -12.11 | 29.91 | -7.04 | | 1-Month | 3.87 | 4.27 | -0.4 | 2.00 | 1.87 | | 3-Month | 5.66 | 8.00 | -2.34 | 4.58 | 1.08 | | 1-Year | 31.91 | 44.78 | -12.87 | 37.72 | -5.81 | | 3-Year | -5.31 | -4.43 | -0.88 | -5.52 | 0.21 | | 5-Year | 3.88 | 4.67 | -0.79 | 4.13 | -0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.39 | 57.52 | -13.13 | 59.35 | -14.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.84 | -17.65 | -1.19 | -14.95 | -3.89 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IVNCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.41 | -46.56 | 2.15 | | 2007 | | | 20.68 | 16.26 | 4.42 | | 2006 | | | 21.67 | 23.95 | -2.28 | | 2005 | | | 16.02 | 15.23 | 0.79 | | 2004 | | | 12.02 | 16.23 | -4.21 | | 2003 | | | 24.94 | 33.83 | -8.89 | | 2002 | | | -22.00 | -19.15 | -2.85 | | 2001 | | | -21.84 | -24.05 | 2.21 | | 2000 | | | -17.97 | -21.04 | 3.07 | | 1999 | | | 20.16 | 49.56 | -29.40 |
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| PAST QUARTERLY RETURNS (%) FOR
IVNCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.14 | 20.09 | 15.30 | N/A | | 2008 | -10.89 | -1.49 | -21.98 | -18.83 | | 2007 | 3.42 | 7.47 | 7.07 | 1.40 | | 2006 | 9.21 | -1.64 | 2.33 | 10.69 | | 2005 | -2.39 | 1.18 | 12.68 | 4.26 | | 2004 | 3.15 | -1.10 | -3.74 | 14.08 | | 2003 | -6.57 | 12.69 | 4.53 | 13.52 | | 2002 | 0.20 | -5.62 | -23.33 | 7.57 | | 2001 | -16.10 | 0.37 | -17.30 | 12.24 | | 2000 | -3.78 | 0.12 | -11.55 | -3.73 | | 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 | 160 | 286 | 55.94 | | 3-Month | 245 | 286 | 85.66 | | 6-Month | 213 | 274 | 77.74 | | 1-Year | 200 | 263 | 76.05 | | 3-Year | 116 | 203 | 57.14 | | 5-Year | 89 | 149 | 59.73 |
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0.20% Nasdaq 
0.03 (0.12%) 
Performance
