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| Morningstar Return Rating: | Above average | | Year to Date Return: | 39.37% | | 5-Year Average Return: | 9.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.82% | |
Worst 1-Yr Total Return (2008): | -29.68% | |
Best 3-Yr Total Return (2005-7): | 14.95% | |
Worst 3-Yr Total Return (2006-8): | -1.37% |
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| 1-Year: | 18.09% | | 3-Year: | 6.91% | | 5-Year: | 10.35% | | 10-Year: | 2.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NAWBX | Category | Diff | Index* | Diff | | Year To Date | 39.37 | 25.91 | 13.46 | 27.36 | 12.01 | | 1-Month | -1.65 | -2.31 | 0.66 | -1.25 | -0.4 | | 3-Month | 6.59 | 5.52 | 1.07 | 8.10 | -1.51 | | 1-Year | 54.70 | 22.45 | 32.25 | 27.71 | 26.99 | | 3-Year | 5.95 | -5.03 | 10.98 | -5.22 | 11.17 | | 5-Year | 9.99 | 3.41 | 6.58 | 5.10 | 4.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.21 | 50.04 | 10.17 | 59.35 | 0.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.94 | -12.42 | 13.36 | -14.95 | 15.89 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NAWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.68 | -41.91 | 12.23 | | 2007 | | | 13.87 | 11.28 | 2.59 | | 2006 | | | 19.82 | 19.72 | 0.10 | | 2005 | | | 11.32 | 11.61 | -0.29 | | 2004 | | | 8.60 | 15.27 | -6.67 | | 2003 | | | 28.58 | 34.49 | -5.91 | | 2002 | | | -27.46 | -19.36 | -8.10 | | 2001 | | | -28.33 | -17.51 | -10.82 | | 2000 | | | -22.76 | -9.14 | -13.62 | | 1999 | | | 82.26 | 41.13 | 41.13 |
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| PAST QUARTERLY RETURNS (%) FOR
NAWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.44 | 25.87 | 15.40 | N/A | | 2008 | -6.58 | 5.99 | -18.24 | -13.14 | | 2007 | 4.42 | 7.40 | 3.84 | -2.22 | | 2006 | 6.69 | -0.54 | 2.34 | 10.33 | | 2005 | -1.44 | 1.67 | 7.85 | 3.00 | | 2004 | 2.48 | -1.30 | -1.88 | 9.42 | | 2003 | -5.35 | 15.22 | 5.92 | 11.31 | | 2002 | -4.85 | -9.00 | -19.59 | 4.18 | | 2001 | -21.50 | 0.74 | -18.64 | 11.40 | | 2000 | 3.45 | -7.12 | -4.31 | -16.00 | | 1999 | N/A | N/A | N/A | 44.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 69 | 767 | 9.00 | | 1-Month | 270 | 844 | 31.99 | | 3-Month | 49 | 830 | 5.90 | | 6-Month | 133 | 787 | 16.90 | | 1-Year | 11 | 741 | 1.48 | | 3-Year | 13 | 530 | 2.45 | | 5-Year | 5 | 434 | 1.15 |
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1.00% Nasdaq 
Performance
