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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.72% | | 5-Year Average Return: | 1.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.87% | |
Worst 1-Yr Total Return (2008): | -40.53% | |
Best 3-Yr Total Return (2005-7): | 10.77% | |
Worst 3-Yr Total Return (2006-8): | -8.85% |
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| 1-Year: | -4.75% | | 3-Year: | -3.01% | | 5-Year: | 2.69% | | 10-Year: | 1.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECCX | Category | Diff | Index* | Diff | | Year To Date | 29.72 | 31.20 | -1.48 | 24.07 | 5.65 | | 1-Month | 5.36 | 5.67 | -0.31 | 6.00 | -0.64 | | 3-Month | 7.68 | 8.18 | -0.5 | 7.91 | -0.23 | | 1-Year | 32.64 | 34.04 | -1.4 | 25.39 | 7.25 | | 3-Year | -4.37 | -3.89 | -0.48 | -5.79 | 1.42 | | 5-Year | 1.75 | 1.25 | 0.5 | 0.71 | 1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.82 | 43.84 | 5.98 | 45.76 | 4.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.30 | -18.03 | -1.27 | -18.25 | -1.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.53 | -40.67 | 0.14 | | 2007 | | | 12.82 | 13.35 | -0.53 | | 2006 | | | 12.87 | 7.05 | 5.82 | | 2005 | | | 6.75 | 6.71 | 0.04 | | 2004 | | | 12.00 | 7.81 | 4.19 | | 2003 | | | 32.63 | 28.66 | 3.97 | | 2002 | | | -22.44 | -27.64 | 5.20 | | 2001 | | | -10.07 | -22.30 | 12.23 | | 2000 | | | -17.53 | -13.05 | -4.48 | | 1999 | | | 45.54 | 38.87 | 6.67 |
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| PAST QUARTERLY RETURNS (%) FOR
NECCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.29 | 15.45 | 17.59 | N/A | | 2008 | -12.27 | 2.43 | -12.49 | -24.37 | | 2007 | 3.49 | 7.08 | 1.77 | 0.04 | | 2006 | 7.43 | -2.89 | 1.22 | 6.88 | | 2005 | -2.84 | 2.19 | 5.07 | 2.33 | | 2004 | 3.25 | 1.86 | -4.10 | 11.05 | | 2003 | -3.17 | 17.17 | 4.73 | 11.62 | | 2002 | 1.77 | -11.86 | -17.49 | 4.79 | | 2001 | -13.98 | 9.10 | -16.14 | 14.26 | | 2000 | 9.54 | -13.80 | 1.76 | -14.18 | | 1999 | N/A | N/A | N/A | 30.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 745 | 1818 | 40.98 | | 1-Month | 247 | 1906 | 12.96 | | 3-Month | 780 | 1904 | 40.97 | | 6-Month | 485 | 1866 | 25.99 | | 1-Year | 472 | 1815 | 26.01 | | 3-Year | 634 | 1537 | 41.25 | | 5-Year | 327 | 1273 | 25.69 |
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0.51% Nasdaq 
Performance
