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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.82% | | 5-Year Average Return: | 2.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.67% | |
Worst 1-Yr Total Return (2008): | -52.13% | |
Best 3-Yr Total Return (2004-6): | 16.34% | |
Worst 3-Yr Total Return (2006-8): | -16.00% |
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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 | NBPBX | Category | Diff | Index* | Diff | | Year To Date | 43.82 | 18.65 | 25.17 | 17.05 | 26.77 | | 1-Month | -2.70 | -2.18 | -0.52 | -1.86 | -0.84 | | 3-Month | 6.87 | 5.08 | 1.79 | 5.48 | 1.39 | | 1-Year | 30.33 | 11.86 | 18.47 | 9.80 | 20.53 | | 3-Year | -7.09 | -6.78 | -0.31 | -7.02 | -0.07 | | 5-Year | 2.18 | 0.49 | 1.69 | 0.33 | 1.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.29 | 45.26 | 28.03 | 45.76 | 27.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.51 | -15.99 | -7.52 | -18.25 | -5.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.13 | -37.79 | -14.34 | | 2007 | | | 9.71 | 6.16 | 3.55 | | 2006 | | | 12.84 | 14.17 | -1.33 | | 2005 | | | 17.60 | 5.88 | 11.72 | | 2004 | | | 18.67 | 10.02 | 8.65 | | 2003 | | | 35.38 | 27.05 | 8.33 | | 2002 | | | -25.07 | -22.25 | -2.82 | | 2001 | | | -3.48 | -13.50 | 10.02 | | 2000 | | | 0.04 | -6.31 | 6.35 | | 1999 | | | 7.28 | 20.16 | -12.88 |
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| PAST QUARTERLY RETURNS (%) FOR
NBPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.04 | 28.19 | 22.72 | N/A | | 2008 | -10.76 | 6.89 | -25.27 | -32.84 | | 2007 | 1.20 | 7.98 | -0.79 | 1.19 | | 2006 | 4.85 | -3.71 | 0.42 | 11.30 | | 2005 | 1.92 | 5.17 | 8.04 | 1.54 | | 2004 | 5.74 | -0.47 | 0.47 | 12.24 | | 2003 | -1.92 | 20.33 | 1.06 | 13.50 | | 2002 | 2.66 | -12.60 | -21.46 | 6.32 | | 2001 | -6.60 | 5.98 | -15.96 | 16.03 | | 2000 | 0.26 | -1.16 | 0.59 | 0.36 | | 1999 | N/A | N/A | N/A | 9.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 2013 | 0.99 | | 1-Month | 1624 | 2110 | 76.97 | | 3-Month | 250 | 2090 | 11.96 | | 6-Month | 81 | 2049 | 3.95 | | 1-Year | 13 | 1999 | 0.65 | | 3-Year | 616 | 1694 | 36.36 | | 5-Year | 157 | 1352 | 11.61 |
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