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| Morningstar Return Rating: | Below average | | Year to Date Return: | 44.02% | | 5-Year Average Return: | 6.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.86% | |
Worst 1-Yr Total Return (2008): | -26.62% | |
Best 3-Yr Total Return (2004-6): | 9.69% | |
Worst 3-Yr Total Return (2006-8): | -5.20% |
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| 1-Year: | 10.75% | | 3-Year: | 2.15% | | 5-Year: | 5.17% | | 10-Year: | 1.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEFHX | Category | Diff | Index* | Diff | | Year To Date | 44.02 | 40.95 | 3.07 | 6.24 | 37.78 | | 1-Month | 1.71 | 1.53 | 0.18 | 0.49 | 1.22 | | 3-Month | 7.80 | 8.19 | -0.39 | 2.60 | 5.2 | | 1-Year | 42.11 | 35.58 | 6.53 | 13.79 | 28.32 | | 3-Year | 3.59 | 2.61 | 0.98 | 6.35 | -2.76 | | 5-Year | 6.04 | 4.05 | 1.99 | 5.05 | 0.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.78 | 34.85 | 0.93 | 7.06 | 28.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.32 | 0.91 | 0.41 | 7.94 | -6.62 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEFHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.62 | -26.41 | -0.21 | | 2007 | | | 1.98 | 1.47 | 0.51 | | 2006 | | | 13.86 | 10.14 | 3.72 | | 2005 | | | 5.04 | 2.59 | 2.45 | | 2004 | | | 10.35 | 9.99 | 0.36 | | 2003 | | | 27.91 | 24.36 | 3.55 | | 2002 | | | -8.86 | -1.52 | -7.34 | | 2001 | | | -10.58 | 2.39 | -12.97 | | 2000 | | | -15.99 | -7.12 | -8.87 | | 1999 | | | 3.92 | 5.05 | -1.13 |
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| PAST QUARTERLY RETURNS (%) FOR
NEFHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.13 | 16.38 | 13.57 | N/A | | 2008 | -1.91 | 2.16 | -10.59 | -18.10 | | 2007 | 2.12 | 0.36 | 0.15 | -0.64 | | 2006 | 4.95 | -1.07 | 4.12 | 5.32 | | 2005 | -0.98 | 2.90 | 1.87 | 1.19 | | 2004 | 1.68 | -2.76 | 5.00 | 6.29 | | 2003 | 6.22 | 9.95 | 2.31 | 7.05 | | 2002 | 0.18 | -9.25 | -7.05 | 7.86 | | 2001 | 5.46 | -8.39 | -8.02 | 0.63 | | 2000 | -3.46 | 0.09 | -1.88 | -11.39 | | 1999 | N/A | N/A | N/A | 2.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 180 | 547 | 32.91 | | 1-Month | 69 | 577 | 11.96 | | 3-Month | 177 | 573 | 30.89 | | 6-Month | 298 | 553 | 53.89 | | 1-Year | 83 | 546 | 15.20 | | 3-Year | 134 | 471 | 28.45 | | 5-Year | 16 | 401 | 3.99 |
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