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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.04% | | 5-Year Average Return: | 3.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.70% | |
Worst 1-Yr Total Return (2008): | -15.50% | |
Best 3-Yr Total Return (2004-6): | 3.77% | |
Worst 3-Yr Total Return (2006-8): | -2.79% |
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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 | USIBX | Category | Diff | Index* | Diff | | Year To Date | 28.04 | 13.54 | 14.5 | 6.24 | 21.8 | | 1-Month | 1.39 | 0.89 | 0.5 | 0.49 | 0.9 | | 3-Month | 8.05 | 4.14 | 3.91 | 2.60 | 5.45 | | 1-Year | 24.17 | 17.86 | 6.31 | 13.79 | 10.38 | | 3-Year | 4.20 | 4.54 | -0.34 | 6.35 | -2.15 | | 5-Year | 3.90 | 3.85 | 0.05 | 5.05 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.67 | 13.81 | 12.86 | 7.06 | 19.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.04 | 6.49 | -0.45 | 7.94 | -1.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.50 | -4.70 | -10.80 | | 2007 | | | 3.84 | 4.70 | -0.86 | | 2006 | | | 4.70 | 4.15 | 0.55 | | 2005 | | | 2.70 | 1.80 | 0.90 | | 2004 | | | 3.94 | 3.91 | 0.03 | | 2003 | | | 7.59 | 5.10 | 2.49 | | 2002 | | | 5.76 | 8.04 | -2.28 | | 2001 | | | 8.37 | 7.64 | 0.73 | | 2000 | | | 9.01 | 9.44 | -0.43 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
USIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.73 | 12.42 | 10.42 | N/A | | 2008 | -0.91 | -0.67 | -4.91 | -9.72 | | 2007 | 1.64 | -0.50 | 1.62 | 1.03 | | 2006 | -0.50 | -0.16 | 3.92 | 1.41 | | 2005 | -0.45 | 2.87 | -0.50 | 0.77 | | 2004 | 2.38 | -2.25 | 2.85 | 0.99 | | 2003 | 2.21 | 4.53 | 0.22 | 0.48 | | 2002 | -0.25 | 1.60 | 3.20 | 1.13 | | 2001 | 4.49 | 0.85 | 5.12 | -2.16 | | 2000 | 2.07 | 0.68 | 2.72 | 3.28 | | 1999 | N/A | N/A | N/A | 0.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 33 | 1122 | 2.94 | | 1-Month | 34 | 1164 | 2.92 | | 3-Month | 11 | 1154 | 0.95 | | 6-Month | 33 | 1133 | 2.91 | | 1-Year | 87 | 1113 | 7.82 | | 3-Year | 521 | 957 | 54.44 | | 5-Year | 387 | 845 | 45.80 |
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