|
| Morningstar Return Rating: | | | Year to Date Return: | 46.19% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.16% | |
Worst 1-Yr Total Return (2008): | -26.78% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MYIFX | Category | Diff | Index* | Diff | | Year To Date | 46.19 | 31.20 | 14.99 | 24.07 | 22.12 | | 1-Month | 7.33 | 5.67 | 1.66 | 6.00 | 1.33 | | 3-Month | 11.01 | 8.18 | 2.83 | 7.91 | 3.1 | | 1-Year | 50.24 | 34.04 | 16.2 | 25.39 | 24.85 | | 3-Year | N/A | -3.89 | N/A | -5.79 | N/A | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.25 | 43.84 | 16.41 | 45.76 | 14.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.12 | -18.03 | 23.15 | -18.25 | 23.37 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MYIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.78 | -40.67 | 13.89 | | 2007 | | | 5.16 | 13.35 | -8.19 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MYIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.03 | 22.97 | 19.72 | N/A | | 2008 | -9.23 | -2.12 | -5.52 | -12.77 | | 2007 | 1.51 | 3.87 | 2.58 | -2.76 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 109 | 1818 | 6.00 | | 1-Month | 266 | 1906 | 13.96 | | 3-Month | 57 | 1904 | 2.99 | | 6-Month | 18 | 1866 | 0.96 | | 1-Year | 133 | 1815 | 7.33 | | 3-Year | 4 | 1537 | 0.26 | | 5-Year | | 1273 | N/A |
|
|
|
|
|