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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.48% | | 5-Year Average Return: | 4.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 29.97% | |
Worst 1-Yr Total Return (2008): | -45.79% | |
Best 3-Yr Total Return (2004-6): | 26.28% | |
Worst 3-Yr Total Return (2006-8): | -11.30% |
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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 | NBITX | Category | Diff | Index* | Diff | | Year To Date | 28.48 | 41.20 | -12.72 | 27.36 | 1.12 | | 1-Month | -2.01 | -1.70 | -0.31 | -1.25 | -0.76 | | 3-Month | 8.48 | 8.51 | -0.03 | 8.10 | 0.38 | | 1-Year | 30.05 | 43.02 | -12.97 | 27.71 | 2.34 | | 3-Year | -8.01 | -5.30 | -2.71 | -5.22 | -2.79 | | 5-Year | 4.50 | 7.38 | -2.88 | 5.10 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.71 | 65.50 | -13.79 | 59.35 | -7.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.48 | -11.49 | -8.99 | -14.95 | -5.53 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.79 | -49.02 | 3.23 | | 2007 | | | 2.93 | 12.03 | -9.10 | | 2006 | | | 25.08 | 26.79 | -1.71 | | 2005 | | | 23.87 | 24.86 | -0.99 | | 2004 | | | 29.97 | 24.38 | 5.59 | | 2003 | | | 43.48 | 54.17 | -10.69 | | 2002 | | | -11.58 | -15.43 | 3.85 | | 2001 | | | -17.87 | -24.44 | 6.57 | | 2000 | | | -23.23 | -15.12 | -8.11 | | 1999 | | | 66.03 | 83.28 | -17.25 |
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| PAST QUARTERLY RETURNS (%) FOR
NBITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.79 | 22.81 | 18.35 | N/A | | 2008 | -7.86 | -0.80 | -23.98 | -21.98 | | 2007 | 2.42 | 6.90 | -0.95 | -5.09 | | 2006 | 11.08 | -1.18 | 1.34 | 12.43 | | 2005 | 3.77 | 1.11 | 14.33 | 3.25 | | 2004 | 8.08 | 2.35 | 2.18 | 14.98 | | 2003 | -6.96 | 20.86 | 8.59 | 17.51 | | 2002 | 1.07 | 0.41 | -17.15 | 5.18 | | 2001 | -14.18 | 1.02 | -9.84 | 5.08 | | 2000 | 3.40 | -13.97 | -6.90 | -7.30 | | 1999 | N/A | N/A | N/A | 42.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 109 | 130 | 83.85 | | 1-Month | 23 | 133 | 17.29 | | 3-Month | 57 | 133 | 42.86 | | 6-Month | 122 | 132 | 92.42 | | 1-Year | 86 | 129 | 66.67 | | 3-Year | 72 | 103 | 69.90 | | 5-Year | 60 | 78 | 76.92 |
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0.22% Nasdaq 
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Performance
