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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.34% | | 5-Year Average Return: | 5.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.22% | |
Worst 1-Yr Total Return (2008): | -0.19% | |
Best 3-Yr Total Return (2005-7): | 3.36% | |
Worst 3-Yr Total Return (2004-6): | 3.06% |
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| 1-Year: | 18.20% | | 3-Year: | 6.90% | | 5-Year: | 5.08% | | 10-Year: | 5.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECRX | Category | Diff | Index* | Diff | | Year To Date | 16.34 | 14.86 | 1.48 | 7.61 | 8.73 | | 1-Month | 0.89 | 1.13 | -0.24 | 1.29 | -0.4 | | 3-Month | 3.60 | 3.76 | -0.16 | 2.86 | 0.74 | | 1-Year | 25.00 | 18.84 | 6.16 | 11.63 | 13.37 | | 3-Year | 6.68 | 4.58 | 2.1 | 6.40 | 0.28 | | 5-Year | 5.28 | 4.20 | 1.08 | 5.49 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.64 | 13.91 | 3.73 | 7.06 | 10.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.62 | 6.57 | 5.05 | 7.94 | 3.68 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.19 | -4.70 | 4.51 | | 2007 | | | 5.22 | 4.70 | 0.52 | | 2006 | | | 4.56 | 4.15 | 0.41 | | 2005 | | | 0.36 | 1.80 | -1.44 | | 2004 | | | 4.33 | 3.91 | 0.42 | | 2003 | | | 7.66 | 5.10 | 2.56 | | 2002 | | | 2.12 | 8.04 | -5.92 | | 2001 | | | 6.61 | 7.64 | -1.03 | | 2000 | | | 6.58 | 9.44 | -2.86 | | 1999 | | | -1.10 | -1.35 | 0.25 |
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| PAST QUARTERLY RETURNS (%) FOR
NECRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.65 | 7.63 | 7.06 | N/A | | 2008 | 1.28 | -0.88 | -4.51 | 4.12 | | 2007 | 1.47 | -1.15 | 2.94 | 1.90 | | 2006 | -0.31 | -0.31 | 3.55 | 1.60 | | 2005 | -1.32 | 1.77 | -0.40 | 0.34 | | 2004 | 2.22 | -2.98 | 3.57 | 1.57 | | 2003 | 2.13 | 3.42 | 0.13 | 1.79 | | 2002 | -1.88 | -0.84 | 1.25 | 3.66 | | 2001 | 3.50 | -0.01 | 2.95 | 0.06 | | 2000 | 1.94 | 0.28 | 1.85 | 2.37 | | 1999 | N/A | N/A | N/A | 0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 371 | 1126 | 32.95 | | 1-Month | 210 | 1168 | 17.98 | | 3-Month | 567 | 1158 | 48.96 | | 6-Month | 364 | 1140 | 31.93 | | 1-Year | 198 | 1120 | 17.68 | | 3-Year | 106 | 970 | 10.93 | | 5-Year | 160 | 854 | 18.74 |
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0.31% Nasdaq 0.00%
Performance
