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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.16% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.45% | |
Worst 1-Yr Total Return (2005): | 0.34% | |
Best 3-Yr Total Return (2006-8): | 3.81% | |
Worst 3-Yr Total Return (2004-6): | 1.56% |
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| 1-Year: | 7.24% | | 3-Year: | 5.14% | | 5-Year: | 3.59% | | 10-Year: | 4.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECLX | Category | Diff | Index* | Diff | | Year To Date | 7.16 | 3.42 | 3.74 | 6.24 | 0.92 | | 1-Month | 0.96 | 0.37 | 0.59 | 0.49 | 0.47 | | 3-Month | 2.58 | 1.41 | 1.17 | 2.60 | -0.02 | | 1-Year | 10.13 | 6.18 | 3.95 | 13.79 | -3.66 | | 3-Year | 5.34 | 4.97 | 0.37 | 6.35 | -1.01 | | 5-Year | 3.71 | 3.80 | -0.09 | 5.05 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.42 | 2.96 | 3.46 | 7.06 | -0.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.51 | 5.15 | 2.36 | 7.94 | -0.43 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.94 | 4.80 | -0.86 | | 2007 | | | 4.45 | 5.87 | -1.42 | | 2006 | | | 3.06 | 3.67 | -0.61 | | 2005 | | | 0.34 | 1.26 | -0.92 | | 2004 | | | 1.29 | 1.46 | -0.17 | | 2003 | | | 0.84 | 1.45 | -0.61 | | 2002 | | | 7.48 | 6.85 | 0.63 | | 2001 | | | 6.23 | 7.26 | -1.03 | | 2000 | | | 7.63 | 8.30 | -0.67 | | 1999 | | | -1.46 | 1.49 | -2.95 |
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| PAST QUARTERLY RETURNS (%) FOR
NECLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.32 | 1.98 | 2.73 | N/A | | 2008 | 1.67 | -0.72 | 0.97 | 1.98 | | 2007 | 1.15 | -0.10 | 1.67 | 1.66 | | 2006 | -0.21 | -0.01 | 2.41 | 0.85 | | 2005 | -0.73 | 1.33 | -0.43 | 0.18 | | 2004 | 1.52 | -1.92 | 1.61 | 0.11 | | 2003 | 0.59 | 0.44 | -0.29 | 0.10 | | 2002 | -0.09 | 3.38 | 3.19 | 0.84 | | 2001 | 2.56 | 0.30 | 3.88 | -0.59 | | 2000 | 1.56 | 0.99 | 2.18 | 2.71 | | 1999 | N/A | N/A | N/A | -0.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 159 | 11.95 | | 1-Month | 73 | 163 | 44.79 | | 3-Month | 42 | 162 | 25.93 | | 6-Month | 14 | 161 | 8.70 | | 1-Year | 23 | 157 | 14.65 | | 3-Year | 56 | 150 | 37.33 | | 5-Year | 74 | 145 | 51.03 |
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0.01% Nasdaq 
0.22%
Performance
