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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.87% | | 5-Year Average Return: | 0.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.44% | |
Worst 1-Yr Total Return (2008): | -38.77% | |
Best 3-Yr Total Return (2004-6): | 11.82% | |
Worst 3-Yr Total Return (2006-8): | -9.01% |
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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 | NBSRX | Category | Diff | Index* | Diff | | Year To Date | 19.87 | 18.65 | 1.22 | 17.05 | 2.82 | | 1-Month | -3.34 | -2.18 | -1.16 | -1.86 | -1.48 | | 3-Month | 3.35 | 5.08 | -1.73 | 5.48 | -2.13 | | 1-Year | 8.72 | 11.86 | -3.14 | 9.80 | -1.08 | | 3-Year | -6.45 | -6.78 | 0.33 | -7.02 | 0.57 | | 5-Year | 0.90 | 0.49 | 0.41 | 0.33 | 0.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.20 | 45.26 | -3.06 | 45.76 | -3.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.83 | -15.99 | -5.84 | -18.25 | -3.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.77 | -37.79 | -0.98 | | 2007 | | | 7.48 | 6.16 | 1.32 | | 2006 | | | 14.44 | 14.17 | 0.27 | | 2005 | | | 7.58 | 5.88 | 1.70 | | 2004 | | | 13.57 | 10.02 | 3.55 | | 2003 | | | 34.48 | 27.05 | 7.43 | | 2002 | | | -14.45 | -22.25 | 7.80 | | 2001 | | | -2.57 | -13.50 | 10.93 | | 2000 | | | -0.44 | -6.31 | 5.87 | | 1999 | | | 7.04 | 20.16 | -13.12 |
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| PAST QUARTERLY RETURNS (%) FOR
NBSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.89 | 15.32 | 14.27 | N/A | | 2008 | -8.64 | -0.58 | -8.14 | -26.61 | | 2007 | 1.05 | 9.08 | -0.49 | -2.01 | | 2006 | 3.17 | -1.88 | 5.35 | 7.31 | | 2005 | -1.78 | -0.05 | 7.17 | 2.25 | | 2004 | 1.27 | 0.75 | 0.35 | 10.93 | | 2003 | 1.82 | 14.03 | 1.85 | 13.73 | | 2002 | 1.33 | -8.10 | -17.08 | 10.79 | | 2001 | -7.36 | 4.45 | -11.25 | 13.45 | | 2000 | -1.27 | -3.21 | 2.76 | 1.39 | | 1999 | N/A | N/A | N/A | 6.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 845 | 2013 | 41.98 | | 1-Month | 1899 | 2110 | 90.00 | | 3-Month | 1964 | 2090 | 93.97 | | 6-Month | 1946 | 2049 | 94.97 | | 1-Year | 1066 | 1999 | 53.33 | | 3-Year | 617 | 1694 | 36.42 | | 5-Year | 409 | 1352 | 30.25 |
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0.34% Nasdaq 
Performance
