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| Morningstar Return Rating: | Below average | | Year to Date Return: | 39.96% | | 5-Year Average Return: | -1.03% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 15.64% | |
Worst 1-Yr Total Return (2008): | -40.90% | |
Best 3-Yr Total Return (2004-6): | 7.45% | |
Worst 3-Yr Total Return (2006-8): | -13.01% |
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| 1-Year: | -2.39% | | 3-Year: | -6.04% | | 5-Year: | -0.74% | | 10-Year: | -1.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECOX | Category | Diff | Index* | Diff | | Year To Date | 39.96 | 25.10 | 14.86 | 24.07 | 15.89 | | 1-Month | 5.47 | 5.28 | 0.19 | 6.00 | -0.53 | | 3-Month | 8.39 | 7.01 | 1.38 | 7.91 | 0.48 | | 1-Year | 40.57 | 28.01 | 12.56 | 25.39 | 15.18 | | 3-Year | -6.51 | -5.87 | -0.64 | -5.79 | -0.72 | | 5-Year | -1.03 | 0.64 | -1.67 | 0.71 | -1.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.62 | 46.08 | 23.54 | 45.76 | 23.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.97 | -17.41 | 3.44 | -18.25 | 4.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.90 | -37.79 | -3.11 | | 2007 | | | -3.68 | 6.16 | -9.84 | | 2006 | | | 15.64 | 14.17 | 1.47 | | 2005 | | | -0.99 | 5.88 | -6.87 | | 2004 | | | 8.34 | 10.02 | -1.68 | | 2003 | | | 29.08 | 27.05 | 2.03 | | 2002 | | | -20.69 | -22.25 | 1.56 | | 2001 | | | -15.10 | -13.50 | -1.60 | | 2000 | | | -8.08 | -6.31 | -1.77 | | 1999 | | | 8.63 | 20.16 | -11.53 |
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| PAST QUARTERLY RETURNS (%) FOR
NECOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.72 | 23.94 | 21.01 | N/A | | 2008 | -9.35 | -6.55 | -4.19 | -27.19 | | 2007 | -1.46 | 7.31 | -2.84 | -6.25 | | 2006 | 2.57 | -2.01 | 6.89 | 7.64 | | 2005 | -3.73 | -0.46 | 1.00 | 2.30 | | 2004 | 1.38 | 1.27 | -3.35 | 9.19 | | 2003 | -4.44 | 19.86 | -0.10 | 12.80 | | 2002 | -0.79 | -9.14 | -17.19 | 6.25 | | 2001 | -11.29 | 4.47 | -17.18 | 10.61 | | 2000 | -1.20 | -3.64 | 1.03 | -4.43 | | 1999 | N/A | N/A | N/A | 7.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 80 | 2021 | 3.96 | | 1-Month | 802 | 2113 | 37.96 | | 3-Month | 230 | 2091 | 11.00 | | 6-Month | 61 | 2064 | 2.96 | | 1-Year | 97 | 2011 | 4.82 | | 3-Year | 885 | 1707 | 51.85 | | 5-Year | 973 | 1360 | 71.54 |
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0.31% Nasdaq 
0.05%
Performance
