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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.97% | | 5-Year Average Return: | 5.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.08% | |
Worst 1-Yr Total Return (2008): | -47.63% | |
Best 3-Yr Total Return (2005-7): | 18.81% | |
Worst 3-Yr Total Return (2006-8): | -8.89% |
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| 1-Year: | -1.62% | | 3-Year: | -4.16% | | 5-Year: | 5.49% | | 10-Year: | 4.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEFDX | Category | Diff | Index* | Diff | | Year To Date | 35.97 | 24.47 | 11.5 | 27.36 | 8.61 | | 1-Month | -2.51 | -2.54 | 0.03 | -1.25 | -1.26 | | 3-Month | 4.90 | 5.67 | -0.77 | 8.10 | -3.2 | | 1-Year | 34.27 | 25.04 | 9.23 | 27.71 | 6.56 | | 3-Year | -4.24 | -5.94 | 1.7 | -5.22 | 0.98 | | 5-Year | 5.60 | 4.57 | 1.03 | 5.10 | 0.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.15 | 57.09 | 13.06 | 59.35 | 10.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.51 | -14.01 | -2.5 | -14.95 | -1.56 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEFDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.63 | -43.99 | -3.64 | | 2007 | | | 16.38 | 12.71 | 3.67 | | 2006 | | | 24.08 | 24.77 | -0.69 | | 2005 | | | 16.12 | 14.72 | 1.40 | | 2004 | | | 13.60 | 17.39 | -3.79 | | 2003 | | | 39.02 | 33.58 | 5.44 | | 2002 | | | -16.35 | -16.69 | 0.34 | | 2001 | | | -9.05 | -21.67 | 12.62 | | 2000 | | | -12.22 | -16.34 | 4.12 | | 1999 | | | 37.63 | 40.28 | -2.65 |
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| PAST QUARTERLY RETURNS (%) FOR
NEFDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.92 | 29.29 | 18.44 | N/A | | 2008 | -9.16 | -0.15 | -22.85 | -25.16 | | 2007 | 3.82 | 8.64 | 3.54 | -0.34 | | 2006 | 8.75 | -0.73 | 4.61 | 9.87 | | 2005 | 0.35 | -0.93 | 9.93 | 6.25 | | 2004 | 2.52 | -0.91 | -1.18 | 13.15 | | 2003 | -7.38 | 21.02 | 6.67 | 16.28 | | 2002 | 3.77 | -6.08 | -20.67 | 8.18 | | 2001 | -10.82 | 6.73 | -13.92 | 11.00 | | 2000 | 2.61 | -8.72 | -3.71 | -2.68 | | 1999 | N/A | N/A | N/A | 24.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 41 | 827 | 4.96 | | 1-Month | 59 | 850 | 6.94 | | 3-Month | 127 | 847 | 14.99 | | 6-Month | 117 | 838 | 13.96 | | 1-Year | 41 | 803 | 5.11 | | 3-Year | 100 | 600 | 16.67 | | 5-Year | 98 | 466 | 21.03 |
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