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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.67% | | 5-Year Average Return: | 0.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.21% | |
Worst 1-Yr Total Return (2008): | -38.90% | |
Best 3-Yr Total Return (2004-6): | 11.63% | |
Worst 3-Yr Total Return (2006-8): | -9.19% |
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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 | NBSTX | Category | Diff | Index* | Diff | | Year To Date | 19.67 | 18.65 | 1.02 | 17.05 | 2.62 | | 1-Month | -3.38 | -2.18 | -1.2 | -1.86 | -1.52 | | 3-Month | 3.30 | 5.08 | -1.78 | 5.48 | -2.18 | | 1-Year | 8.50 | 11.86 | -3.36 | 9.80 | -1.3 | | 3-Year | -6.65 | -6.78 | 0.13 | -7.02 | 0.37 | | 5-Year | 0.73 | 0.49 | 0.24 | 0.33 | 0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.11 | 45.26 | -3.15 | 45.76 | -3.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.01 | -15.99 | -6.02 | -18.25 | -3.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NBSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.90 | -37.79 | -1.11 | | 2007 | | | 7.31 | 6.16 | 1.15 | | 2006 | | | 14.21 | 14.17 | 0.04 | | 2005 | | | 7.45 | 5.88 | 1.57 | | 2004 | | | 13.35 | 10.02 | 3.33 | | 2003 | | | 34.15 | 27.05 | 7.10 | | 2002 | | | -14.66 | -22.25 | 7.59 | | 2001 | | | -2.91 | -13.50 | 10.59 | | 2000 | | | -0.63 | -6.31 | 5.68 | | 1999 | | | 6.88 | 20.16 | -13.28 |
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| PAST QUARTERLY RETURNS (%) FOR
NBSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.92 | 15.30 | 14.19 | N/A | | 2008 | -8.70 | -0.60 | -8.20 | -26.66 | | 2007 | 1.01 | 9.07 | -0.56 | -2.04 | | 2006 | 3.11 | -1.91 | 5.34 | 7.20 | | 2005 | -1.78 | -0.13 | 7.13 | 2.25 | | 2004 | 1.24 | 0.72 | 0.29 | 10.83 | | 2003 | 1.69 | 14.05 | 1.78 | 13.65 | | 2002 | 1.28 | -8.08 | -17.23 | 10.73 | | 2001 | -7.45 | 4.37 | -11.39 | 13.43 | | 2000 | -1.34 | -3.29 | 2.73 | 1.37 | | 1999 | N/A | N/A | N/A | 6.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 865 | 2013 | 42.97 | | 1-Month | 1920 | 2110 | 91.00 | | 3-Month | 1985 | 2090 | 94.98 | | 6-Month | 1946 | 2049 | 94.97 | | 1-Year | 1099 | 1999 | 54.98 | | 3-Year | 659 | 1694 | 38.90 | | 5-Year | 465 | 1352 | 34.39 |
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