|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.43% | | 5-Year Average Return: | 3.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.65% | |
Worst 1-Yr Total Return (2008): | -23.26% | |
Best 3-Yr Total Return (2004-6): | 6.69% | |
Worst 3-Yr Total Return (2006-8): | -5.04% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NCINX | Category | Diff | Index* | Diff | | Year To Date | 32.43 | 40.95 | -8.52 | 6.24 | 26.19 | | 1-Month | 1.02 | 1.53 | -0.51 | 0.49 | 0.53 | | 3-Month | 5.79 | 8.19 | -2.4 | 2.60 | 3.19 | | 1-Year | 29.54 | 35.58 | -6.04 | 13.79 | 15.75 | | 3-Year | 2.00 | 2.61 | -0.61 | 6.35 | -4.35 | | 5-Year | 3.30 | 4.05 | -0.75 | 5.05 | -1.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.20 | 34.85 | -11.65 | 7.06 | 16.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.38 | 0.91 | -2.29 | 7.94 | -9.32 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NCINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.26 | -26.41 | 3.15 | | 2007 | | | 2.13 | 1.47 | 0.66 | | 2006 | | | 9.26 | 10.14 | -0.88 | | 2005 | | | 1.38 | 2.59 | -1.21 | | 2004 | | | 9.65 | 9.99 | -0.34 | | 2003 | | | 22.75 | 24.36 | -1.61 | | 2002 | | | -10.13 | -1.52 | -8.61 | | 2001 | | | 8.76 | 2.39 | 6.37 | | 2000 | | | -12.13 | -7.12 | -5.01 | | 1999 | | | -0.07 | 5.05 | -5.12 |
|
| PAST QUARTERLY RETURNS (%) FOR
NCINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.10 | 10.95 | 10.32 | N/A | | 2008 | -2.55 | 1.09 | -6.84 | -16.37 | | 2007 | 2.43 | 0.16 | 0.74 | -1.19 | | 2006 | 2.86 | -0.16 | 2.76 | 3.53 | | 2005 | -2.24 | 1.38 | 1.35 | 0.93 | | 2004 | 1.37 | 0.12 | 3.70 | 4.18 | | 2003 | 4.15 | 8.64 | 2.85 | 5.48 | | 2002 | 3.81 | -6.08 | -10.61 | 3.12 | | 2001 | 5.83 | -0.35 | -2.91 | 6.23 | | 2000 | -5.88 | 2.39 | -1.09 | -7.82 | | 1999 | N/A | N/A | N/A | 0.74 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 470 | 547 | 85.92 | | 1-Month | 444 | 577 | 76.95 | | 3-Month | 521 | 573 | 90.92 | | 6-Month | 503 | 553 | 90.96 | | 1-Year | 381 | 546 | 69.78 | | 3-Year | 296 | 471 | 62.85 | | 5-Year | 282 | 401 | 70.32 |
|
|
|
|
|