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| Morningstar Return Rating: | Low | | Year to Date Return: | 54.51% | | 5-Year Average Return: | 6.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.47% | |
Worst 1-Yr Total Return (2008): | -56.81% | |
Best 3-Yr Total Return (2004-6): | 21.76% | |
Worst 3-Yr Total Return (2006-8): | -13.64% |
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| 1-Year: | 6.91% | | 3-Year: | -4.63% | | 5-Year: | 5.67% | | 10-Year: | 4.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECAX | Category | Diff | Index* | Diff | | Year To Date | 54.51 | 59.14 | -4.63 | 27.36 | 27.15 | | 1-Month | -2.07 | -1.32 | -0.75 | -1.25 | -0.82 | | 3-Month | 6.92 | 7.70 | -0.78 | 8.10 | -1.18 | | 1-Year | 52.02 | 56.66 | -4.64 | 27.71 | 24.31 | | 3-Year | -4.50 | 2.92 | -7.42 | -5.22 | 0.72 | | 5-Year | 6.00 | 14.22 | -8.22 | 5.10 | 0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.48 | 84.39 | -4.91 | 59.35 | 20.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.50 | -6.80 | -10.7 | -14.95 | -2.55 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -56.81 | -54.44 | -2.37 | | 2007 | | | 17.01 | 36.68 | -19.67 | | 2006 | | | 27.47 | 32.06 | -4.59 | | 2005 | | | 17.93 | 31.54 | -13.61 | | 2004 | | | 20.08 | 23.54 | -3.46 | | 2003 | | | 47.28 | 55.19 | -7.91 | | 2002 | | | -9.11 | -6.05 | -3.06 | | 2001 | | | -7.67 | -3.83 | -3.84 | | 2000 | | | -31.94 | -30.33 | -1.61 | | 1999 | | | 75.80 | 70.56 | 5.24 |
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| PAST QUARTERLY RETURNS (%) FOR
NECAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.46 | 31.78 | 20.28 | N/A | | 2008 | -2.35 | -9.50 | -32.03 | -28.10 | | 2007 | 3.25 | 17.68 | 2.85 | -6.37 | | 2006 | 7.14 | -3.31 | 6.59 | 15.44 | | 2005 | -0.63 | 2.46 | 9.02 | 6.24 | | 2004 | 8.85 | -12.07 | 7.54 | 16.66 | | 2003 | -7.80 | 23.12 | 13.10 | 14.70 | | 2002 | 12.29 | -9.92 | -15.94 | 6.89 | | 2001 | -12.28 | 9.89 | -22.02 | 22.83 | | 2000 | 5.00 | -12.72 | -13.63 | -14.01 | | 1999 | N/A | N/A | N/A | 36.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 222 | 365 | 60.82 | | 1-Month | 148 | 381 | 38.85 | | 3-Month | 89 | 374 | 23.80 | | 6-Month | 289 | 371 | 77.90 | | 1-Year | 182 | 346 | 52.60 | | 3-Year | 214 | 260 | 82.31 | | 5-Year | 166 | 193 | 86.01 |
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0.04% Nasdaq 
0.45%
Performance
