Trailing Performance
IMOLXMorningstar Moderate Target Risk
05-21-13
| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 6.10 | 10,610 |
| 6 Month | 10.75 | 11,075 |
| 1 Year | 15.23 | 11,523 |
| 3 Year* | 9.50 | 13,129 |
| 5 Year* | 3.60 | 11,934 |
| 10 Year* | 6.57 | 18,895 |
| 15 Year* | -- | -- |
| -- | 6.57 | 3.60 | 9.50 | 15.23 | 10.75 | 6.10 | 4.09 | 8.45 | Total Return % | ||
| -- | -0.22 | -1.16 | -2.08 | -3.66 | -1.94 | -0.69 | -0.49 | -1.44 | +/- Moderate Allocation Category Trailing Return | ||
| -- | 59 | 81 | 89 | 88 | 83 | 70 | 74 | 78 | Percentile Rank in Category | ||
| -- | 143 | 197 | 217 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -1.75 | -1.56 | -2.33 | -3.48 | -0.62 | 1.16 | 0.24 | 0.09 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -2.67 | -1.25 | -4.55 | -9.63 | -4.83 | -0.35 | -1.38 | -2.89 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||
* Annualized | 10 & 15 Year Data through 04-30-13