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| Morningstar Return Rating: | | | Year to Date Return: | -6.36% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2009): | 23.49% | |
Worst 1-Yr Total Return (2009): | 23.49% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | NBSMX | Category | Diff | Index* | Diff | | Year To Date | -6.36 | -4.40 | -1.96 | -3.60 | -2.76 | | 1-Month | -6.36 | -4.40 | -1.96 | -3.60 | -2.76 | | 3-Month | 6.07 | 6.57 | -0.5 | 4.16 | 1.91 | | 1-Year | 27.90 | 39.62 | -11.72 | 33.14 | -5.24 | | 3-Year | -6.71 | -6.96 | 0.25 | -7.24 | 0.53 | | 5-Year | 1.37 | 0.25 | 1.12 | 0.18 | 1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.58 | 52.98 | -8.4 | 45.76 | -1.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.30 | -19.59 | -6.71 | -18.25 | -8.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBSMX | Category | Diff | | 2009 | | | 23.49 | 35.46 | -11.97 | | 2008 | | | N/A | -41.55 | N/A | | 2007 | | | N/A | 7.59 | N/A | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NBSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.75 | 17.34 | 12.94 | 5.59 | | 2008 | N/A | N/A | -12.42 | -24.48 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 766 | 807 | 94.92 | | 1-Month | 758 | 807 | 93.93 | | 3-Month | 682 | 803 | 84.93 | | 6-Month | 614 | 798 | 76.94 | | 1-Year | 598 | 769 | 77.76 | | 3-Year | | 670 | N/A | | 5-Year | | 554 | N/A |
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