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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.24% | | 5-Year Average Return: | 6.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.23% | |
Worst 1-Yr Total Return (2008): | -21.71% | |
Best 3-Yr Total Return (2004-6): | 13.60% | |
Worst 3-Yr Total Return (2006-8): | -1.21% |
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| 1-Year: | 0.38% | | 3-Year: | 2.77% | | 5-Year: | 7.49% | | 10-Year: | 4.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEJCX | Category | Diff | Index* | Diff | | Year To Date | 16.24 | 19.13 | -2.89 | 17.05 | -0.81 | | 1-Month | -4.28 | -5.65 | 1.37 | -1.86 | -2.42 | | 3-Month | 3.97 | 2.75 | 1.22 | 5.48 | -1.51 | | 1-Year | 14.00 | 11.45 | 2.55 | 9.80 | 4.2 | | 3-Year | -0.38 | -8.46 | 8.08 | -7.02 | 6.64 | | 5-Year | 6.28 | 0.52 | 5.76 | 0.33 | 5.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.22 | 57.02 | -11.8 | 45.76 | -0.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.52 | -18.27 | 5.75 | -18.25 | 5.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEJCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.71 | -36.56 | 14.85 | | 2007 | | | 5.05 | -1.10 | 6.15 | | 2006 | | | 17.23 | 15.03 | 2.20 | | 2005 | | | 9.28 | 6.75 | 2.53 | | 2004 | | | 14.44 | 18.94 | -4.50 | | 2003 | | | 37.64 | 43.41 | -5.77 | | 2002 | | | -31.29 | -16.22 | -15.07 | | 2001 | | | -12.74 | 8.92 | -21.66 | | 2000 | | | -12.89 | 11.89 | -24.78 | | 1999 | | | 63.93 | 19.95 | 43.98 |
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| PAST QUARTERLY RETURNS (%) FOR
NEJCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.22 | 14.28 | 18.37 | N/A | | 2008 | -9.77 | 8.90 | -4.55 | -16.53 | | 2007 | 2.50 | 5.90 | -0.82 | -2.42 | | 2006 | 12.40 | -3.37 | -0.67 | 8.66 | | 2005 | -1.40 | 4.06 | 5.40 | 1.05 | | 2004 | 3.36 | 0.89 | -2.12 | 12.13 | | 2003 | -8.83 | 25.14 | 8.57 | 11.12 | | 2002 | -2.31 | -13.31 | -23.12 | 5.55 | | 2001 | -17.91 | 15.98 | -26.62 | 24.91 | | 2000 | 19.52 | -12.56 | 1.14 | -17.58 | | 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 | 320 | 641 | 49.92 | | 1-Month | 59 | 662 | 8.91 | | 3-Month | 136 | 652 | 20.86 | | 6-Month | 349 | 647 | 53.94 | | 1-Year | 176 | 630 | 27.94 | | 3-Year | 17 | 553 | 3.07 | | 5-Year | 9 | 452 | 1.99 |
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0.05% Nasdaq 
0.24%
Performance
