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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.25% | | 5-Year Average Return: | 1.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.19% | |
Worst 1-Yr Total Return (2008): | -37.11% | |
Best 3-Yr Total Return (2004-6): | 12.16% | |
Worst 3-Yr Total Return (2006-8): | -8.38% |
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| 1-Year: | -5.00% | | 3-Year: | -4.68% | | 5-Year: | 2.21% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NDACX | Category | Diff | Index* | Diff | | Year To Date | 23.25 | 25.10 | -1.85 | 24.07 | -0.82 | | 1-Month | 4.32 | 5.28 | -0.96 | 6.00 | -1.68 | | 3-Month | 5.39 | 7.01 | -1.62 | 7.91 | -2.52 | | 1-Year | 28.18 | 28.01 | 0.17 | 25.39 | 2.79 | | 3-Year | -6.15 | -5.87 | -0.28 | -5.79 | -0.36 | | 5-Year | 1.02 | 0.64 | 0.38 | 0.71 | 0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.70 | 46.08 | 3.62 | 45.76 | 3.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.89 | -17.41 | 0.52 | -18.25 | 1.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NDACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.11 | -37.79 | 0.68 | | 2007 | | | 5.25 | 6.16 | -0.91 | | 2006 | | | 16.19 | 14.17 | 2.02 | | 2005 | | | 7.23 | 5.88 | 1.35 | | 2004 | | | 13.25 | 10.02 | 3.23 | | 2003 | | | 30.84 | 27.05 | 3.79 | | 2002 | | | -18.96 | -22.25 | 3.29 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NDACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.01 | 18.50 | 16.79 | N/A | | 2008 | -8.80 | -1.42 | -11.15 | -21.27 | | 2007 | 2.39 | 5.21 | 0.89 | -3.16 | | 2006 | 6.57 | -1.67 | 3.19 | 7.44 | | 2005 | -1.90 | 1.18 | 5.49 | 2.40 | | 2004 | 3.17 | 0.43 | -1.58 | 11.06 | | 2003 | -5.29 | 16.64 | 4.82 | 13.00 | | 2002 | 1.27 | -8.63 | -17.82 | 6.58 | | 2001 | N/A | 5.04 | -14.65 | 10.55 | | 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 | 1131 | 2021 | 55.96 | | 1-Month | 1648 | 2113 | 77.99 | | 3-Month | 1881 | 2091 | 89.96 | | 6-Month | 1341 | 2064 | 64.97 | | 1-Year | 852 | 2011 | 42.37 | | 3-Year | 770 | 1707 | 45.11 | | 5-Year | 425 | 1360 | 31.25 |
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