Trailing Performance
IVWIXMorningstar Moderate Target Risk
05-21-13
| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.38 | 10,538 |
| 6 Month | 11.52 | 11,152 |
| 1 Year | 18.42 | 11,842 |
| 3 Year* | 10.21 | 13,386 |
| 5 Year* | -- | -- |
| 10 Year* | -- | -- |
| 15 Year* | -- | -- |
| -- | -- | -- | 10.21 | 18.42 | 11.52 | 5.38 | 4.06 | 9.56 | Total Return % | ||
| -- | -- | -- | -0.41 | 2.65 | 2.08 | 0.40 | 0.51 | 3.22 | +/- World Allocation Category Trailing Return | ||
| -- | -- | -- | 58 | 38 | 42 | 54 | 42 | 21 | Percentile Rank in Category | ||
| -- | 22 | 47 | 62 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -- | -- | -1.62 | -0.29 | 0.15 | 0.44 | 0.21 | 1.20 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -- | -- | -4.59 | -12.07 | -8.28 | -4.72 | -3.24 | -5.20 | +/- MSCI World NR Trailing Return | ||
* Annualized | 10 & 15 Year Data through 04-30-13