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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.86% | | 5-Year Average Return: | 7.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.35% | |
Worst 1-Yr Total Return (2008): | -35.24% | |
Best 3-Yr Total Return (2004-6): | 19.35% | |
Worst 3-Yr Total Return (2006-8): | -3.54% |
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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 | USIFX | Category | Diff | Index* | Diff | | Year To Date | 26.86 | 29.71 | -2.85 | 27.36 | -0.5 | | 1-Month | 0.79 | -2.08 | 2.87 | -1.25 | 2.04 | | 3-Month | 9.74 | 5.76 | 3.98 | 8.10 | 1.64 | | 1-Year | 27.51 | 29.01 | -1.5 | 27.71 | -0.2 | | 3-Year | -1.84 | -4.76 | 2.92 | -5.22 | 3.38 | | 5-Year | 7.14 | 5.03 | 2.11 | 5.10 | 2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.96 | 55.24 | 0.72 | 59.35 | -3.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.06 | -18.07 | 7.01 | -14.95 | 3.89 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.24 | -46.56 | 11.32 | | 2007 | | | 8.83 | 16.26 | -7.43 | | 2006 | | | 27.35 | 23.95 | 3.40 | | 2005 | | | 12.65 | 15.23 | -2.58 | | 2004 | | | 18.50 | 16.23 | 2.27 | | 2003 | | | 31.90 | 33.83 | -1.93 | | 2002 | | | -9.08 | -19.15 | 10.07 | | 2001 | | | -14.58 | -24.05 | 9.47 | | 2000 | | | -10.82 | -21.04 | 10.22 | | 1999 | | | 28.65 | 49.56 | -20.91 |
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| PAST QUARTERLY RETURNS (%) FOR
USIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.08 | 19.77 | 20.90 | N/A | | 2008 | -5.21 | -2.31 | -15.74 | -17.00 | | 2007 | 3.48 | 5.15 | 1.84 | -1.79 | | 2006 | 9.81 | 1.48 | 5.88 | 7.93 | | 2005 | -0.27 | -2.11 | 10.97 | 3.98 | | 2004 | 3.64 | 1.12 | -0.29 | 13.40 | | 2003 | -7.40 | 16.85 | 4.83 | 16.30 | | 2002 | 3.69 | -1.90 | -16.34 | 6.84 | | 2001 | -12.34 | 0.98 | -11.77 | 9.38 | | 2000 | 2.52 | -2.75 | -6.99 | -3.83 | | 1999 | N/A | N/A | N/A | 15.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 201 | 268 | 75.00 | | 1-Month | 48 | 287 | 16.72 | | 3-Month | 25 | 284 | 8.80 | | 6-Month | 33 | 275 | 12.00 | | 1-Year | 145 | 268 | 54.10 | | 3-Year | 25 | 202 | 12.38 | | 5-Year | 21 | 153 | 13.73 |
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0.01% Nasdaq 
0.22%
Performance
