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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.40% | | 5-Year Average Return: | 1.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.03% | |
Worst 1-Yr Total Return (2008): | -30.77% | |
Best 3-Yr Total Return (2004-6): | 8.71% | |
Worst 3-Yr Total Return (2006-8): | -7.27% |
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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 | NCTWX | Category | Diff | Index* | Diff | | Year To Date | 24.40 | 31.59 | -7.19 | 24.07 | 0.33 | | 1-Month | 3.57 | 4.49 | -0.92 | 6.00 | -2.43 | | 3-Month | 4.32 | 6.16 | -1.84 | 7.91 | -3.59 | | 1-Year | 28.67 | 35.24 | -6.57 | 25.39 | 3.28 | | 3-Year | -2.88 | -5.04 | 2.16 | -5.79 | 2.91 | | 5-Year | 1.81 | 1.47 | 0.34 | 0.71 | 1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.26 | 48.99 | -11.73 | 45.76 | -8.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.76 | -20.53 | 6.77 | -18.25 | 4.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NCTWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.77 | -43.77 | 13.00 | | 2007 | | | 6.40 | 15.09 | -8.69 | | 2006 | | | 8.25 | 9.00 | -0.75 | | 2005 | | | 5.94 | 9.84 | -3.90 | | 2004 | | | 12.03 | 13.23 | -1.20 | | 2003 | | | 33.30 | 35.96 | -2.66 | | 2002 | | | -20.31 | -27.24 | 6.93 | | 2001 | | | -3.11 | -19.98 | 16.87 | | 2000 | | | -2.09 | -4.78 | 2.69 | | 1999 | | | 1.17 | 60.49 | -59.32 |
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| PAST QUARTERLY RETURNS (%) FOR
NCTWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.56 | 14.83 | 11.61 | N/A | | 2008 | -6.72 | -1.33 | -4.30 | -21.41 | | 2007 | 2.31 | 7.76 | -0.40 | -3.11 | | 2006 | 6.67 | -5.45 | 3.22 | 3.99 | | 2005 | -2.96 | 3.36 | 1.95 | 3.60 | | 2004 | 4.45 | 1.84 | -3.61 | 9.26 | | 2003 | -2.56 | 15.32 | 5.45 | 12.50 | | 2002 | -2.29 | -11.61 | -11.59 | 4.37 | | 2001 | -13.31 | 14.70 | -17.34 | 17.88 | | 2000 | -1.11 | 2.45 | 0.41 | -3.75 | | 1999 | N/A | N/A | N/A | 14.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 636 | 827 | 76.90 | | 1-Month | 616 | 881 | 69.92 | | 3-Month | 606 | 879 | 68.94 | | 6-Month | 663 | 862 | 76.91 | | 1-Year | 555 | 825 | 67.27 | | 3-Year | 195 | 734 | 26.57 | | 5-Year | 266 | 632 | 42.09 |
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0.24% Nasdaq 
0.12%
Performance
