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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.66% | | 5-Year Average Return: | 0.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.46% | |
Worst 1-Yr Total Return (2008): | -36.17% | |
Best 3-Yr Total Return (2004-6): | 11.99% | |
Worst 3-Yr Total Return (2006-8): | -8.68% |
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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 | MIISX | Category | Diff | Index* | Diff | | Year To Date | 20.66 | 21.73 | -1.07 | 24.07 | -3.41 | | 1-Month | 4.92 | 5.16 | -0.24 | 6.00 | -1.08 | | 3-Month | 6.07 | 6.45 | -0.38 | 7.91 | -1.84 | | 1-Year | 23.36 | 24.67 | -1.31 | 25.39 | -2.03 | | 3-Year | -6.68 | -7.33 | 0.65 | -5.79 | -0.89 | | 5-Year | 0.40 | 0.27 | 0.13 | 0.71 | -0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.12 | 47.53 | 2.59 | 45.76 | 4.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.84 | -16.99 | 1.15 | -18.25 | 2.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.17 | -37.09 | 0.92 | | 2007 | | | 3.33 | 1.42 | 1.91 | | 2006 | | | 15.46 | 18.15 | -2.69 | | 2005 | | | 7.89 | 5.95 | 1.94 | | 2004 | | | 12.76 | 12.97 | -0.21 | | 2003 | | | 24.35 | 28.44 | -4.09 | | 2002 | | | -20.33 | -18.69 | -1.64 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MIISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.35 | 17.94 | 15.88 | N/A | | 2008 | -7.71 | -5.63 | -8.51 | -19.89 | | 2007 | 1.22 | 5.38 | 1.08 | -4.16 | | 2006 | 4.20 | -0.40 | 4.70 | 6.26 | | 2005 | 1.21 | 1.28 | 4.05 | 1.15 | | 2004 | 3.49 | -0.77 | 0.85 | 8.88 | | 2003 | -2.76 | 12.01 | 1.58 | 12.39 | | 2002 | 0.92 | -11.37 | -16.14 | 6.22 | | 2001 | N/A | N/A | N/A | 8.09 | | 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 | 698 | 1293 | 53.98 | | 1-Month | 1083 | 1338 | 80.94 | | 3-Month | 730 | 1329 | 54.93 | | 6-Month | 633 | 1320 | 47.95 | | 1-Year | 567 | 1280 | 44.30 | | 3-Year | 389 | 1088 | 35.75 | | 5-Year | 362 | 917 | 39.48 |
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0.83% Nasdaq 
Performance
