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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.98% | | 5-Year Average Return: | 4.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 33.41% | |
Worst 1-Yr Total Return (2008): | -38.90% | |
Best 3-Yr Total Return (2005-7): | 17.36% | |
Worst 3-Yr Total Return (2006-8): | -4.21% |
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| 1-Year: | -17.06% | | 3-Year: | -0.88% | | 5-Year: | 3.81% | | 10-Year: | 1.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEBGX | Category | Diff | Index* | Diff | | Year To Date | 22.98 | 31.20 | -8.22 | 24.07 | -1.09 | | 1-Month | 8.68 | 5.67 | 3.01 | 6.00 | 2.68 | | 3-Month | 13.16 | 8.18 | 4.98 | 7.91 | 5.25 | | 1-Year | 22.98 | 34.04 | -11.06 | 25.39 | -2.41 | | 3-Year | 0.91 | -3.89 | 4.8 | -5.79 | 6.7 | | 5-Year | 4.36 | 1.25 | 3.11 | 0.71 | 3.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.18 | 43.84 | -7.66 | 45.76 | -9.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.19 | -18.03 | -5.16 | -18.25 | -4.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEBGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.90 | -40.67 | 1.77 | | 2007 | | | 33.41 | 13.35 | 20.06 | | 2006 | | | 7.83 | 7.05 | 0.78 | | 2005 | | | 12.35 | 6.71 | 5.64 | | 2004 | | | 13.12 | 7.81 | 5.31 | | 2003 | | | 41.48 | 28.66 | 12.82 | | 2002 | | | -29.32 | -27.64 | -1.68 | | 2001 | | | -16.81 | -22.30 | 5.49 | | 2000 | | | -5.23 | -13.05 | 7.82 | | 1999 | | | 14.37 | 38.87 | -24.50 |
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| PAST QUARTERLY RETURNS (%) FOR
NEBGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.40 | 11.77 | 15.15 | N/A | | 2008 | -12.02 | 7.39 | -14.58 | -24.29 | | 2007 | 0.00 | 11.47 | 12.96 | 5.95 | | 2006 | 3.38 | 0.72 | -2.55 | 6.27 | | 2005 | 0.95 | 2.14 | 9.89 | -0.84 | | 2004 | 8.30 | -5.07 | 2.21 | 7.64 | | 2003 | 1.52 | 16.98 | 1.59 | 17.27 | | 2002 | -0.27 | -4.03 | -16.64 | -11.41 | | 2001 | -14.19 | 2.79 | -19.70 | 17.45 | | 2000 | 1.22 | -7.31 | -2.55 | 3.67 | | 1999 | N/A | N/A | N/A | 19.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1527 | 1818 | 83.99 | | 1-Month | 266 | 1906 | 13.96 | | 3-Month | 114 | 1904 | 5.99 | | 6-Month | 298 | 1866 | 15.97 | | 1-Year | 1334 | 1815 | 73.50 | | 3-Year | 81 | 1537 | 5.27 | | 5-Year | 56 | 1273 | 4.40 |
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0.51% Nasdaq 
Performance
