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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.20% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.17% | |
Worst 1-Yr Total Return (2008): | -45.42% | |
Best 3-Yr Total Return (2005-7): | 17.18% | |
Worst 3-Yr Total Return (2006-8): | -7.73% |
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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 | IWIRX | Category | Diff | Index* | Diff | | Year To Date | 32.20 | 24.15 | 8.05 | 17.05 | 15.15 | | 1-Month | -2.95 | -2.25 | -0.7 | -1.86 | -1.09 | | 3-Month | 3.93 | 4.52 | -0.59 | 5.48 | -1.55 | | 1-Year | 25.16 | 15.35 | 9.81 | 9.80 | 15.36 | | 3-Year | -3.60 | -4.95 | 1.35 | -7.02 | 3.42 | | 5-Year | 5.34 | 0.99 | 4.35 | 0.33 | 5.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.74 | 42.81 | 17.93 | 45.76 | 14.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.44 | -17.14 | 4.7 | -18.25 | 5.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IWIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.42 | -40.67 | -4.75 | | 2007 | | | 21.17 | 13.35 | 7.82 | | 2006 | | | 18.76 | 7.05 | 11.71 | | 2005 | | | 11.82 | 6.71 | 5.11 | | 2004 | | | 10.89 | 7.81 | 3.08 | | 2003 | | | 35.97 | 28.66 | 7.31 | | 2002 | | | -31.13 | -27.64 | -3.49 | | 2001 | | | -29.05 | -22.30 | -6.75 | | 2000 | | | -16.78 | -13.05 | -3.73 | | 1999 | | | 68.68 | 38.87 | 29.81 |
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| PAST QUARTERLY RETURNS (%) FOR
IWIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.10 | 21.12 | 17.28 | N/A | | 2008 | -12.64 | -4.65 | -15.06 | -22.86 | | 2007 | 0.89 | 15.44 | 5.44 | -1.33 | | 2006 | 8.39 | -2.68 | 4.95 | 7.28 | | 2005 | -5.17 | 3.50 | 7.37 | 6.10 | | 2004 | 2.21 | 0.80 | -5.96 | 14.45 | | 2003 | -2.90 | 20.64 | 4.75 | 10.80 | | 2002 | -5.52 | -20.54 | -20.84 | 15.87 | | 2001 | -19.86 | 4.07 | -29.68 | 20.96 | | 2000 | 13.51 | -5.98 | -3.07 | -19.55 | | 1999 | N/A | N/A | N/A | 40.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 306 | 1802 | 16.98 | | 1-Month | 888 | 1890 | 46.98 | | 3-Month | 1865 | 1884 | 98.99 | | 6-Month | 420 | 1827 | 22.99 | | 1-Year | 62 | 1797 | 3.45 | | 3-Year | 438 | 1518 | 28.85 | | 5-Year | 47 | 1251 | 3.76 |
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0.67% Nasdaq 
Performance
