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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.56% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.79% | |
Worst 1-Yr Total Return (2008): | -36.08% | |
Best 3-Yr Total Return (2004-6): | 11.54% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
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| 1-Year: | -9.73% | | 3-Year: | -4.86% | | 5-Year: | 2.48% | | 10-Year: | 3.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NCSCX | Category | Diff | Index* | Diff | | Year To Date | 14.56 | 21.65 | -7.09 | 17.05 | -2.49 | | 1-Month | -2.01 | -5.90 | 3.89 | -1.86 | -0.15 | | 3-Month | 2.40 | 2.07 | 0.33 | 5.48 | -3.08 | | 1-Year | 10.59 | 13.17 | -2.58 | 9.80 | 0.79 | | 3-Year | -6.23 | -7.45 | 1.22 | -7.02 | 0.79 | | 5-Year | 1.16 | 0.22 | 0.94 | 0.33 | 0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.89 | 52.20 | -11.31 | 45.76 | -4.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.72 | -18.89 | -1.83 | -18.25 | -2.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NCSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.08 | -41.55 | 5.47 | | 2007 | | | 8.16 | 7.59 | 0.57 | | 2006 | | | 8.76 | 10.81 | -2.05 | | 2005 | | | 8.32 | 6.02 | 2.30 | | 2004 | | | 17.79 | 12.41 | 5.38 | | 2003 | | | 43.88 | 45.54 | -1.66 | | 2002 | | | -24.72 | -27.88 | 3.16 | | 2001 | | | -15.84 | -8.91 | -6.93 | | 2000 | | | -2.02 | -3.85 | 1.83 | | 1999 | | | 70.44 | 64.77 | 5.67 |
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| PAST QUARTERLY RETURNS (%) FOR
NCSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.09 | 19.90 | 9.66 | N/A | | 2008 | -12.81 | 5.42 | -10.83 | -22.01 | | 2007 | 0.32 | 7.31 | 5.75 | -4.99 | | 2006 | 12.46 | -3.09 | -6.32 | 6.52 | | 2005 | -2.49 | 3.58 | 1.94 | 5.21 | | 2004 | 5.65 | 0.99 | -7.00 | 18.71 | | 2003 | -3.21 | 22.93 | 11.98 | 7.99 | | 2002 | -3.48 | -7.44 | -18.70 | 3.64 | | 2001 | -25.38 | 14.66 | -25.58 | 32.17 | | 2000 | 22.71 | -6.84 | -2.21 | -12.36 | | 1999 | N/A | N/A | N/A | 45.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 647 | 790 | 81.90 | | 1-Month | 8 | 820 | 0.98 | | 3-Month | 466 | 819 | 56.90 | | 6-Month | 752 | 800 | 94.00 | | 1-Year | 400 | 783 | 51.09 | | 3-Year | 217 | 669 | 32.44 | | 5-Year | 197 | 554 | 35.56 |
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