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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.49% | | 5-Year Average Return: | 1.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.81% | |
Worst 1-Yr Total Return (2008): | -36.07% | |
Best 3-Yr Total Return (2004-6): | 11.55% | |
Worst 3-Yr Total Return (2006-8): | -9.08% |
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| 1-Year: | -12.44% | | 3-Year: | -5.58% | | 5-Year: | 2.20% | | 10-Year: | 3.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NBSCX | Category | Diff | Index* | Diff | | Year To Date | 14.49 | 21.65 | -7.16 | 17.05 | -2.56 | | 1-Month | -2.00 | -5.90 | 3.9 | -1.86 | -0.14 | | 3-Month | 2.50 | 2.07 | 0.43 | 5.48 | -2.98 | | 1-Year | 10.55 | 13.17 | -2.62 | 9.80 | 0.75 | | 3-Year | -6.24 | -7.45 | 1.21 | -7.02 | 0.78 | | 5-Year | 1.15 | 0.22 | 0.93 | 0.33 | 0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.86 | 52.20 | -11.34 | 45.76 | -4.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.72 | -18.89 | -1.83 | -18.25 | -2.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.07 | -41.55 | 5.48 | | 2007 | | | 8.13 | 7.59 | 0.54 | | 2006 | | | 8.73 | 10.81 | -2.08 | | 2005 | | | 8.36 | 6.02 | 2.34 | | 2004 | | | 17.81 | 12.41 | 5.40 | | 2003 | | | 43.99 | 45.54 | -1.55 | | 2002 | | | -24.57 | -27.88 | 3.31 | | 2001 | | | -15.89 | -8.91 | -6.98 | | 2000 | | | -1.85 | -3.85 | 2.00 | | 1999 | | | 70.41 | 64.77 | 5.64 |
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| PAST QUARTERLY RETURNS (%) FOR
NBSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.15 | 19.95 | 9.62 | N/A | | 2008 | -12.83 | 5.48 | -10.93 | -21.93 | | 2007 | 0.25 | 7.35 | 5.73 | -4.97 | | 2006 | 12.42 | -3.08 | -6.30 | 6.50 | | 2005 | -2.54 | 3.64 | 1.99 | 5.19 | | 2004 | 5.64 | 0.99 | -6.98 | 18.72 | | 2003 | -3.11 | 22.85 | 11.95 | 8.05 | | 2002 | -3.25 | -7.50 | -18.75 | 3.74 | | 2001 | -25.43 | 14.66 | -25.58 | 32.17 | | 2000 | 22.80 | -6.79 | -2.21 | -12.31 | | 1999 | N/A | N/A | N/A | 45.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 655 | 790 | 82.91 | | 1-Month | 8 | 820 | 0.98 | | 3-Month | 466 | 819 | 56.90 | | 6-Month | 752 | 800 | 94.00 | | 1-Year | 399 | 783 | 50.96 | | 3-Year | 227 | 669 | 33.93 | | 5-Year | 198 | 554 | 35.74 |
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