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| Morningstar Return Rating: | Above average | | Year to Date Return: | 52.45% | | 5-Year Average Return: | 2.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.02% | |
Worst 1-Yr Total Return (2008): | -52.06% | |
Best 3-Yr Total Return (2004-6): | 16.59% | |
Worst 3-Yr Total Return (2006-8): | -15.88% |
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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 | NBPTX | Category | Diff | Index* | Diff | | Year To Date | 52.45 | 25.10 | 27.35 | 24.07 | 28.38 | | 1-Month | 5.85 | 5.28 | 0.57 | 6.00 | -0.15 | | 3-Month | 8.46 | 7.01 | 1.45 | 7.91 | 0.55 | | 1-Year | 58.57 | 28.01 | 30.56 | 25.39 | 33.18 | | 3-Year | -6.97 | -5.87 | -1.1 | -5.79 | -1.18 | | 5-Year | 2.01 | 0.64 | 1.37 | 0.71 | 1.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.25 | 46.08 | 27.17 | 45.76 | 27.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.42 | -17.41 | -6.01 | -18.25 | -5.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBPTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.06 | -37.79 | -14.27 | | 2007 | | | 9.84 | 6.16 | 3.68 | | 2006 | | | 13.04 | 14.17 | -1.13 | | 2005 | | | 17.81 | 5.88 | 11.93 | | 2004 | | | 19.02 | 10.02 | 9.00 | | 2003 | | | 35.66 | 27.05 | 8.61 | | 2002 | | | -24.91 | -22.25 | -2.66 | | 2001 | | | -3.25 | -13.50 | 10.25 | | 2000 | | | 0.48 | -6.31 | 6.79 | | 1999 | | | 7.69 | 20.16 | -12.47 |
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| PAST QUARTERLY RETURNS (%) FOR
NBPTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.99 | 28.25 | 22.73 | N/A | | 2008 | -10.71 | 6.95 | -25.25 | -32.84 | | 2007 | 1.21 | 8.03 | -0.72 | 1.19 | | 2006 | 4.90 | -3.70 | 0.50 | 11.34 | | 2005 | 1.97 | 5.28 | 8.05 | 1.56 | | 2004 | 5.82 | -0.41 | 0.52 | 12.34 | | 2003 | -1.83 | 20.32 | 1.13 | 13.57 | | 2002 | 2.68 | -12.52 | -21.40 | 6.37 | | 2001 | -6.57 | 6.14 | -15.99 | 16.13 | | 2000 | 0.33 | -1.05 | 0.67 | 0.54 | | 1999 | N/A | N/A | N/A | 9.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 2021 | 0.99 | | 1-Month | 1373 | 2113 | 64.98 | | 3-Month | 1254 | 2091 | 59.97 | | 6-Month | 103 | 2064 | 4.99 | | 1-Year | 17 | 2011 | 0.85 | | 3-Year | 994 | 1707 | 58.23 | | 5-Year | 250 | 1360 | 18.38 |
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