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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.05% | | 5-Year Average Return: | 3.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.99% | |
Worst 1-Yr Total Return (2008): | -0.44% | |
Best 3-Yr Total Return (2005-7): | 3.06% | |
Worst 3-Yr Total Return (2004-6): | 1.87% |
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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 | NCBDX | Category | Diff | Index* | Diff | | Year To Date | 7.05 | 14.86 | -7.81 | 7.61 | -0.56 | | 1-Month | 1.18 | 1.13 | 0.05 | 1.29 | -0.11 | | 3-Month | 2.43 | 3.76 | -1.33 | 2.86 | -0.43 | | 1-Year | 10.84 | 18.84 | -8 | 11.63 | -0.79 | | 3-Year | 3.69 | 4.58 | -0.89 | 6.40 | -2.71 | | 5-Year | 3.26 | 4.20 | -0.94 | 5.49 | -2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.85 | 13.91 | -7.06 | 7.06 | -0.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.80 | 6.57 | -3.77 | 7.94 | -5.14 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NCBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.44 | -4.70 | 4.26 | | 2007 | | | 4.99 | 4.70 | 0.29 | | 2006 | | | 3.60 | 4.15 | -0.55 | | 2005 | | | 0.63 | 1.80 | -1.17 | | 2004 | | | 1.40 | 3.91 | -2.51 | | 2003 | | | 3.34 | 5.10 | -1.76 | | 2002 | | | 10.93 | 8.04 | 2.89 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NCBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.96 | 4.01 | 3.38 | N/A | | 2008 | 2.13 | -1.25 | -4.63 | 3.52 | | 2007 | 1.14 | -0.48 | 2.13 | 2.13 | | 2006 | -0.13 | 0.29 | 2.54 | 0.88 | | 2005 | -1.11 | 2.07 | -0.38 | 0.09 | | 2004 | 1.91 | -2.50 | 1.85 | 0.20 | | 2003 | 1.42 | 2.35 | -0.19 | -0.25 | | 2002 | -0.53 | 4.40 | 5.19 | 1.55 | | 2001 | N/A | 0.03 | 4.98 | -0.47 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | 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 | 1035 | 1126 | 91.92 | | 1-Month | 840 | 1168 | 71.92 | | 3-Month | 1053 | 1158 | 90.93 | | 6-Month | 957 | 1140 | 83.95 | | 1-Year | 887 | 1120 | 79.20 | | 3-Year | 616 | 970 | 63.51 | | 5-Year | 573 | 854 | 67.10 |
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