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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.69% | | 5-Year Average Return: | 5.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.24% | |
Worst 1-Yr Total Return (2008): | -21.67% | |
Best 3-Yr Total Return (2004-6): | 13.61% | |
Worst 3-Yr Total Return (2006-8): | -1.19% |
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| 1-Year: | -3.62% | | 3-Year: | 1.81% | | 5-Year: | 7.19% | | 10-Year: | 4.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEJBX | Category | Diff | Index* | Diff | | Year To Date | 20.69 | 22.72 | -2.03 | 24.07 | -3.38 | | 1-Month | 3.88 | 3.14 | 0.74 | 6.00 | -2.12 | | 3-Month | 4.74 | 3.09 | 1.65 | 7.91 | -3.17 | | 1-Year | 25.38 | 29.36 | -3.98 | 25.39 | -0.01 | | 3-Year | 0.14 | -8.14 | 8.28 | -5.79 | 5.93 | | 5-Year | 5.55 | -0.30 | 5.85 | 0.71 | 4.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.25 | 57.49 | -12.24 | 45.76 | -0.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.52 | -19.40 | 6.88 | -18.25 | 5.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEJBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.67 | -36.56 | 14.89 | | 2007 | | | 5.06 | -1.10 | 6.16 | | 2006 | | | 17.24 | 15.03 | 2.21 | | 2005 | | | 9.29 | 6.75 | 2.54 | | 2004 | | | 14.45 | 18.94 | -4.49 | | 2003 | | | 37.54 | 43.41 | -5.87 | | 2002 | | | -31.24 | -16.22 | -15.02 | | 2001 | | | -12.80 | 8.92 | -21.72 | | 2000 | | | -12.89 | 11.89 | -24.78 | | 1999 | | | 63.93 | 19.95 | 43.98 |
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| PAST QUARTERLY RETURNS (%) FOR
NEJBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.28 | 14.29 | 18.38 | N/A | | 2008 | -9.78 | 8.90 | -4.55 | -16.48 | | 2007 | 2.50 | 5.90 | -0.86 | -2.37 | | 2006 | 12.41 | -3.37 | -0.68 | 8.67 | | 2005 | -1.34 | 3.99 | 5.40 | 1.05 | | 2004 | 3.36 | 0.89 | -2.13 | 12.13 | | 2003 | -8.83 | 25.14 | 8.48 | 11.13 | | 2002 | -2.31 | -13.25 | -23.12 | 5.55 | | 2001 | -17.84 | 15.89 | -26.62 | 24.82 | | 2000 | 19.52 | -12.52 | 1.10 | -17.59 | | 1999 | N/A | N/A | N/A | 42.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 341 | 657 | 51.90 | | 1-Month | 427 | 679 | 62.89 | | 3-Month | 181 | 671 | 26.97 | | 6-Month | 271 | 663 | 40.87 | | 1-Year | 279 | 646 | 43.19 | | 3-Year | 15 | 573 | 2.62 | | 5-Year | 8 | 475 | 1.68 |
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0.31% Nasdaq 
0.05%
Performance
