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| Morningstar Return Rating: | Below average | | Year to Date Return: | 39.41% | | 5-Year Average Return: | 3.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.96% | |
Worst 1-Yr Total Return (2008): | -25.70% | |
Best 3-Yr Total Return (2004-6): | 7.53% | |
Worst 3-Yr Total Return (2006-8): | -5.99% |
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| 1-Year: | 10.10% | | 3-Year: | 2.30% | | 5-Year: | 3.79% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NYICX | Category | Diff | Index* | Diff | | Year To Date | 39.41 | 42.53 | -3.12 | 7.61 | 31.8 | | 1-Month | 0.87 | 1.09 | -0.22 | 1.29 | -0.42 | | 3-Month | 6.49 | 7.76 | -1.27 | 2.86 | 3.63 | | 1-Year | 41.77 | 48.90 | -7.13 | 11.63 | 30.14 | | 3-Year | 1.82 | 2.47 | -0.65 | 6.40 | -4.58 | | 5-Year | 3.60 | 4.02 | -0.42 | 5.49 | -1.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.69 | 35.54 | -2.85 | 7.06 | 25.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.62 | 0.71 | -0.09 | 7.94 | -7.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NYICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.70 | -26.41 | 0.71 | | 2007 | | | 0.80 | 1.47 | -0.67 | | 2006 | | | 10.94 | 10.14 | 0.80 | | 2005 | | | 1.02 | 2.59 | -1.57 | | 2004 | | | 10.96 | 9.99 | 0.97 | | 2003 | | | 30.09 | 24.36 | 5.73 | | 2002 | | | 1.21 | -1.52 | 2.73 | | 2001 | | | 7.44 | 2.39 | 5.05 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NYICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.53 | 18.16 | 11.03 | N/A | | 2008 | -4.07 | 1.45 | -6.67 | -18.20 | | 2007 | 1.77 | 0.17 | -0.42 | -0.70 | | 2006 | 2.43 | 0.36 | 2.54 | 5.25 | | 2005 | -1.81 | 0.67 | 0.87 | 1.32 | | 2004 | 2.01 | -0.64 | 3.64 | 5.63 | | 2003 | 6.89 | 10.21 | 3.14 | 7.07 | | 2002 | 2.94 | -4.07 | -5.98 | 9.01 | | 2001 | 5.37 | -0.82 | -4.07 | 7.17 | | 2000 | N/A | 1.89 | 1.01 | -4.85 | | 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 | 380 | 543 | 69.98 | | 1-Month | 539 | 574 | 93.90 | | 3-Month | 462 | 571 | 80.91 | | 6-Month | 346 | 559 | 61.90 | | 1-Year | 379 | 543 | 69.80 | | 3-Year | 320 | 467 | 68.52 | | 5-Year | 277 | 403 | 68.73 |
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0.49% Nasdaq 
0.06 (0.79%) 
Performance
