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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.98% | | 5-Year Average Return: | 1.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 26.27% | |
Worst 1-Yr Total Return (2008): | -42.30% | |
Best 3-Yr Total Return (2005-7): | 16.21% | |
Worst 3-Yr Total Return (2006-8): | -7.73% |
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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 | NBMOX | Category | Diff | Index* | Diff | | Year To Date | 13.98 | 25.65 | -11.67 | 24.07 | -10.09 | | 1-Month | 5.01 | 3.38 | 1.63 | 6.00 | -0.99 | | 3-Month | 4.50 | 3.71 | 0.79 | 7.91 | -3.41 | | 1-Year | 13.47 | 31.83 | -18.36 | 25.39 | -11.92 | | 3-Year | -6.14 | -7.28 | 1.14 | -5.79 | -0.35 | | 5-Year | 1.53 | -0.38 | 1.91 | 0.71 | 0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.25 | 53.06 | -8.81 | 45.76 | -1.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.68 | -19.68 | -7 | -18.25 | -8.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBMOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.30 | -41.55 | -0.75 | | 2007 | | | 26.27 | 7.59 | 18.68 | | 2006 | | | 7.84 | 10.81 | -2.97 | | 2005 | | | 15.26 | 6.02 | 9.24 | | 2004 | | | 16.14 | 12.41 | 3.73 | | 2003 | | | 33.26 | 45.54 | -12.28 | | 2002 | | | -44.50 | -27.88 | -16.62 | | 2001 | | | -14.61 | -8.91 | -5.70 | | 2000 | | | -28.81 | -3.85 | -24.96 | | 1999 | | | 130.82 | 64.77 | 66.05 |
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| PAST QUARTERLY RETURNS (%) FOR
NBMOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.87 | 17.15 | 12.88 | N/A | | 2008 | -15.48 | 3.46 | -12.52 | -24.57 | | 2007 | 6.00 | 9.56 | 6.31 | 2.27 | | 2006 | 8.73 | -4.59 | -4.06 | 8.35 | | 2005 | -3.97 | 4.49 | 9.89 | 4.53 | | 2004 | 4.61 | 1.37 | -5.55 | 15.95 | | 2003 | -3.39 | 17.43 | 4.11 | 12.83 | | 2002 | -6.06 | -19.40 | -26.48 | -0.32 | | 2001 | -25.10 | 22.79 | -27.95 | 28.86 | | 2000 | 21.30 | -12.40 | -8.47 | -26.81 | | 1999 | N/A | N/A | N/A | 72.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 699 | 786 | 88.93 | | 1-Month | 171 | 816 | 20.96 | | 3-Month | 114 | 815 | 13.99 | | 6-Month | 489 | 802 | 60.97 | | 1-Year | 605 | 781 | 77.46 | | 3-Year | 220 | 667 | 32.98 | | 5-Year | 121 | 563 | 21.49 |
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0.31% Nasdaq 
0.05%
Performance
