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| Morningstar Return Rating: | Below average | | Year to Date Return: | 44.76% | | 5-Year Average Return: | 5.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.94% | |
Worst 1-Yr Total Return (2008): | -26.94% | |
Best 3-Yr Total Return (2004-6): | 8.77% | |
Worst 3-Yr Total Return (2006-8): | -5.83% |
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| 1-Year: | 14.37% | | 3-Year: | 3.01% | | 5-Year: | 5.34% | | 10-Year: | 1.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEHCX | Category | Diff | Index* | Diff | | Year To Date | 44.76 | 42.53 | 2.23 | 7.61 | 37.15 | | 1-Month | 1.21 | 1.09 | 0.12 | 1.29 | -0.08 | | 3-Month | 7.99 | 7.76 | 0.23 | 2.86 | 5.13 | | 1-Year | 53.61 | 48.90 | 4.71 | 11.63 | 41.98 | | 3-Year | 2.68 | 2.47 | 0.21 | 6.40 | -3.72 | | 5-Year | 5.18 | 4.02 | 1.16 | 5.49 | -0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.50 | 35.54 | -0.04 | 7.06 | 28.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.56 | 0.71 | -0.15 | 7.94 | -7.38 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.94 | -26.41 | -0.53 | | 2007 | | | 1.22 | 1.47 | -0.25 | | 2006 | | | 12.94 | 10.14 | 2.80 | | 2005 | | | 4.26 | 2.59 | 1.67 | | 2004 | | | 9.30 | 9.99 | -0.69 | | 2003 | | | 27.22 | 24.36 | 2.86 | | 2002 | | | -9.53 | -1.52 | -8.01 | | 2001 | | | -11.38 | 2.39 | -13.77 | | 2000 | | | -16.50 | -7.12 | -9.38 | | 1999 | | | 3.19 | 5.05 | -1.86 |
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| PAST QUARTERLY RETURNS (%) FOR
NEHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.61 | 16.45 | 13.33 | N/A | | 2008 | -2.09 | 1.99 | -10.76 | -18.01 | | 2007 | 2.12 | 0.17 | -0.24 | -0.83 | | 2006 | 4.76 | -1.25 | 3.92 | 5.05 | | 2005 | -1.16 | 2.71 | 1.68 | 1.00 | | 2004 | 1.28 | -2.94 | 5.03 | 5.87 | | 2003 | 6.27 | 9.73 | 1.89 | 7.07 | | 2002 | 0.00 | -9.43 | -7.23 | 7.67 | | 2001 | 5.28 | -8.71 | -8.01 | 0.24 | | 2000 | -3.65 | 0.04 | -2.06 | -11.55 | | 1999 | N/A | N/A | N/A | 2.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 228 | 543 | 41.99 | | 1-Month | 441 | 574 | 76.83 | | 3-Month | 205 | 571 | 35.90 | | 6-Month | 296 | 559 | 52.95 | | 1-Year | 177 | 543 | 32.60 | | 3-Year | 198 | 467 | 42.40 | | 5-Year | 77 | 403 | 19.11 |
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0.31% Nasdaq 
0.05%
Performance
