|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.95% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.42% | |
Worst 1-Yr Total Return (2008): | -9.50% | |
Best 3-Yr Total Return (2004-6): | 4.79% | |
Worst 3-Yr Total Return (2006-8): | 0.41% |
|
| 1-Year: | -2.61% | | 3-Year: | -0.67% | | 5-Year: | 1.67% | | 10-Year: | 2.74% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECPX | Category | Diff | Index* | Diff | | Year To Date | 7.95 | 21.43 | -13.48 | N/A | N/A | | 1-Month | 2.14 | 2.89 | -0.75 | N/A | N/A | | 3-Month | 4.14 | 5.38 | -1.24 | N/A | N/A | | 1-Year | 11.15 | 25.72 | -14.57 | N/A | N/A | | 3-Year | 0.77 | -0.72 | 1.49 | N/A | N/A | | 5-Year | 2.62 | 2.33 | 0.29 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.76 | 29.92 | -15.16 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.38 | -4.85 | 0.47 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.50 | -22.46 | 12.96 | | 2007 | | | 5.12 | 5.22 | -0.10 | | 2006 | | | 6.42 | 8.58 | -2.16 | | 2005 | | | 2.56 | 3.68 | -1.12 | | 2004 | | | 5.42 | 6.82 | -1.40 | | 2003 | | | 11.01 | 13.67 | -2.66 | | 2002 | | | N/A | -4.11 | N/A | | 2001 | | | N/A | -0.54 | N/A | | 2000 | | | N/A | 2.70 | N/A | | 1999 | | | N/A | 9.09 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
NECPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.89 | 3.94 | 6.02 | N/A | | 2008 | -0.10 | -1.34 | -4.88 | -3.46 | | 2007 | 1.47 | 0.83 | 1.87 | 0.86 | | 2006 | 1.55 | -0.41 | 3.06 | 2.11 | | 2005 | -1.27 | 2.17 | 0.77 | 0.90 | | 2004 | 2.33 | -1.56 | 0.91 | 3.71 | | 2003 | -0.59 | 6.33 | 1.23 | 3.75 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 196 | 201 | 97.51 | | 1-Month | 214 | 219 | 97.72 | | 3-Month | 192 | 212 | 90.57 | | 6-Month | 204 | 209 | 97.61 | | 1-Year | 164 | 193 | 84.97 | | 3-Year | 26 | 123 | 21.14 | | 5-Year | 22 | 51 | 43.14 |
|
|
|
|
|
1.27% Nasdaq 
Performance
