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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.92% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.50% | |
Worst 1-Yr Total Return (2008): | -39.02% | |
Best 3-Yr Total Return (2004-6): | 11.30% | |
Worst 3-Yr Total Return (2006-8): | -8.87% |
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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 | NCCPX | Category | Diff | Index* | Diff | | Year To Date | 22.92 | 25.10 | -2.18 | 24.07 | -1.15 | | 1-Month | 4.75 | 5.28 | -0.53 | 6.00 | -1.25 | | 3-Month | 6.19 | 7.01 | -0.82 | 7.91 | -1.72 | | 1-Year | 26.49 | 28.01 | -1.52 | 25.39 | 1.1 | | 3-Year | -6.17 | -5.87 | -0.3 | -5.79 | -0.38 | | 5-Year | 0.74 | 0.64 | 0.1 | 0.71 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.10 | 46.08 | -3.98 | 45.76 | -3.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.24 | -17.41 | -1.83 | -18.25 | -0.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NCCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.02 | -37.79 | -1.23 | | 2007 | | | 9.34 | 6.16 | 3.18 | | 2006 | | | 13.50 | 14.17 | -0.67 | | 2005 | | | 7.71 | 5.88 | 1.83 | | 2004 | | | 12.78 | 10.02 | 2.76 | | 2003 | | | 29.38 | 27.05 | 2.33 | | 2002 | | | -22.95 | -22.25 | -0.70 | | 2001 | | | -13.36 | -13.50 | 0.14 | | 2000 | | | -12.52 | -6.31 | -6.21 | | 1999 | | | 34.72 | 20.16 | 14.56 |
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| PAST QUARTERLY RETURNS (%) FOR
NCCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.94 | 15.74 | 14.78 | N/A | | 2008 | -10.12 | 1.38 | -15.36 | -20.94 | | 2007 | 2.40 | 6.54 | 2.00 | -1.74 | | 2006 | 7.54 | -3.36 | 1.16 | 7.96 | | 2005 | -2.46 | 2.38 | 5.95 | 1.81 | | 2004 | 3.46 | 0.45 | -2.52 | 11.32 | | 2003 | -3.98 | 15.25 | 4.32 | 12.08 | | 2002 | 1.53 | -11.87 | -18.27 | 5.35 | | 2001 | -12.17 | 6.66 | -17.46 | 12.04 | | 2000 | 8.48 | -6.98 | -0.58 | -12.80 | | 1999 | N/A | N/A | N/A | 26.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 2021 | 0.00 | | 1-Month | 0 | 2113 | 0.00 | | 3-Month | 0 | 2091 | 0.00 | | 6-Month | 1816 | 2064 | 87.98 | | 1-Year | | 2011 | N/A | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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