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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.19% | | 5-Year Average Return: | 4.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.76% | |
Worst 1-Yr Total Return (2008): | -4.96% | |
Best 3-Yr Total Return (2005-7): | 4.27% | |
Worst 3-Yr Total Return (2006-8): | 1.56% |
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| 1-Year: | 6.14% | | 3-Year: | 3.52% | | 5-Year: | 3.53% | | 10-Year: | 5.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NBDAX | Category | Diff | Index* | Diff | | Year To Date | 15.19 | 13.54 | 1.65 | 6.24 | 8.95 | | 1-Month | 1.06 | 0.89 | 0.17 | 0.49 | 0.57 | | 3-Month | 4.28 | 4.14 | 0.14 | 2.60 | 1.68 | | 1-Year | 16.71 | 17.86 | -1.15 | 13.79 | 2.92 | | 3-Year | 5.14 | 4.54 | 0.6 | 6.35 | -1.21 | | 5-Year | 4.50 | 3.85 | 0.65 | 5.05 | -0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.05 | 13.81 | 1.24 | 7.06 | 7.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.38 | 6.49 | 0.89 | 7.94 | -0.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.96 | -4.70 | -0.26 | | 2007 | | | 5.76 | 4.70 | 1.06 | | 2006 | | | 4.23 | 4.15 | 0.08 | | 2005 | | | 2.84 | 1.80 | 1.04 | | 2004 | | | 4.56 | 3.91 | 0.65 | | 2003 | | | 6.02 | 5.10 | 0.92 | | 2002 | | | 9.03 | 8.04 | 0.99 | | 2001 | | | 9.64 | 7.64 | 2.00 | | 2000 | | | 7.35 | 9.44 | -2.09 | | 1999 | | | -2.56 | -1.35 | -1.21 |
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| PAST QUARTERLY RETURNS (%) FOR
NBDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.88 | 6.20 | 6.39 | N/A | | 2008 | 0.57 | -1.00 | -1.85 | -2.75 | | 2007 | 1.44 | -0.48 | 2.24 | 2.47 | | 2006 | -0.60 | -0.21 | 3.91 | 1.12 | | 2005 | -0.11 | 2.91 | -0.62 | 0.67 | | 2004 | 3.12 | -2.76 | 3.09 | 1.15 | | 2003 | 1.52 | 4.54 | -0.51 | 0.41 | | 2002 | -0.70 | 3.39 | 5.11 | 1.04 | | 2001 | 4.04 | 0.37 | 4.82 | 0.17 | | 2000 | 1.01 | 1.51 | 2.45 | 2.19 | | 1999 | N/A | N/A | N/A | -0.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 370 | 1122 | 32.98 | | 1-Month | 360 | 1164 | 30.93 | | 3-Month | 530 | 1154 | 45.93 | | 6-Month | 441 | 1133 | 38.92 | | 1-Year | 460 | 1113 | 41.33 | | 3-Year | 410 | 957 | 42.84 | | 5-Year | 270 | 845 | 31.95 |
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