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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.32% | | 5-Year Average Return: | 3.83% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.36% | |
Worst 1-Yr Total Return (2005): | 0.43% | |
Best 3-Yr Total Return (2006-8): | 3.78% | |
Worst 3-Yr Total Return (2004-6): | 1.56% |
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| 1-Year: | 3.24% | | 3-Year: | 4.22% | | 5-Year: | 3.24% | | 10-Year: | 4.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NELBX | Category | Diff | Index* | Diff | | Year To Date | 7.32 | 4.17 | 3.15 | 7.61 | -0.29 | | 1-Month | 0.14 | 0.70 | -0.56 | 1.29 | -1.15 | | 3-Month | 2.17 | 1.51 | 0.66 | 2.86 | -0.69 | | 1-Year | 9.25 | 5.67 | 3.58 | 11.63 | -2.38 | | 3-Year | 5.13 | 5.00 | 0.13 | 6.40 | -1.27 | | 5-Year | 3.83 | 4.03 | -0.2 | 5.49 | -1.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.43 | 3.01 | 3.42 | 7.06 | -0.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.51 | 5.22 | 2.29 | 7.94 | -0.43 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NELBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.93 | 4.80 | -0.87 | | 2007 | | | 4.36 | 5.87 | -1.51 | | 2006 | | | 3.05 | 3.67 | -0.62 | | 2005 | | | 0.43 | 1.26 | -0.83 | | 2004 | | | 1.20 | 1.46 | -0.26 | | 2003 | | | 0.84 | 1.45 | -0.61 | | 2002 | | | 7.49 | 6.85 | 0.64 | | 2001 | | | 6.23 | 7.26 | -1.03 | | 2000 | | | 7.64 | 8.30 | -0.66 | | 1999 | | | -1.44 | 1.49 | -2.93 |
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| PAST QUARTERLY RETURNS (%) FOR
NELBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.32 | 1.98 | 2.73 | N/A | | 2008 | 1.77 | -0.81 | 0.97 | 1.97 | | 2007 | 1.06 | -0.10 | 1.76 | 1.57 | | 2006 | -0.31 | -0.01 | 2.41 | 0.95 | | 2005 | -0.64 | 1.33 | -0.52 | 0.27 | | 2004 | 1.43 | -1.92 | 1.61 | 0.11 | | 2003 | 0.59 | 0.44 | -0.29 | 0.10 | | 2002 | 0.00 | 3.38 | 3.11 | 0.84 | | 2001 | 2.56 | 0.30 | 3.89 | -0.59 | | 2000 | 1.65 | 0.90 | 2.18 | 2.71 | | 1999 | N/A | N/A | N/A | -0.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 17 | 158 | 10.76 | | 1-Month | 129 | 162 | 79.63 | | 3-Month | 29 | 162 | 17.90 | | 6-Month | 27 | 161 | 16.77 | | 1-Year | 13 | 156 | 8.33 | | 3-Year | 58 | 149 | 38.93 | | 5-Year | 78 | 144 | 54.17 |
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0.02% Nasdaq 0.00%
0.01 (0.09%) 
Performance
