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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.35% | | 5-Year Average Return: | 5.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.08% | |
Worst 1-Yr Total Return (2008): | -23.75% | |
Best 3-Yr Total Return (2004-6): | 8.60% | |
Worst 3-Yr Total Return (2006-8): | -3.39% |
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| 1-Year: | 18.66% | | 3-Year: | 3.45% | | 5-Year: | 5.55% | | 10-Year: | 8.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NECZX | Category | Diff | Index* | Diff | | Year To Date | 36.35 | 26.40 | 9.95 | 7.61 | 28.74 | | 1-Month | 2.29 | 1.05 | 1.24 | 1.29 | 1 | | 3-Month | 7.62 | 5.48 | 2.14 | 2.86 | 4.76 | | 1-Year | 48.53 | 32.78 | 15.75 | 11.63 | 36.9 | | 3-Year | 3.45 | 3.95 | -0.5 | 6.40 | -2.95 | | 5-Year | 5.21 | 4.79 | 0.42 | 5.49 | -0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.68 | 23.40 | 12.28 | 7.06 | 28.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.61 | 3.93 | -2.32 | 7.94 | -6.33 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NECZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.75 | -15.41 | -8.34 | | 2007 | | | 6.51 | 4.45 | 2.06 | | 2006 | | | 11.02 | 6.90 | 4.12 | | 2005 | | | 2.95 | 2.12 | 0.83 | | 2004 | | | 12.08 | 8.38 | 3.70 | | 2003 | | | 33.78 | 16.18 | 17.60 | | 2002 | | | 14.65 | 6.76 | 7.89 | | 2001 | | | -0.80 | 4.22 | -5.02 | | 2000 | | | -0.15 | 1.73 | -1.88 | | 1999 | | | 11.29 | 2.89 | 8.40 |
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| PAST QUARTERLY RETURNS (%) FOR
NECZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.22 | 17.81 | 12.56 | N/A | | 2008 | -2.20 | -0.19 | -13.62 | -9.58 | | 2007 | 1.50 | 1.64 | 2.64 | 0.58 | | 2006 | 2.87 | 0.06 | 4.71 | 3.01 | | 2005 | -1.25 | 1.86 | 2.01 | 0.34 | | 2004 | 2.85 | -4.13 | 6.59 | 6.64 | | 2003 | 6.38 | 12.29 | 3.00 | 8.73 | | 2002 | 3.24 | 2.86 | -1.24 | 9.33 | | 2001 | -0.97 | 0.11 | -3.08 | 3.25 | | 2000 | 3.84 | -2.68 | 0.28 | -1.47 | | 1999 | N/A | N/A | N/A | 5.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 25 | 252 | 9.92 | | 1-Month | 36 | 280 | 12.86 | | 3-Month | 18 | 267 | 6.74 | | 6-Month | 23 | 266 | 8.65 | | 1-Year | 18 | 236 | 7.63 | | 3-Year | 85 | 170 | 50.00 | | 5-Year | 41 | 141 | 29.08 |
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0.15% Nasdaq 
0.01 (0.07%) 
Performance
