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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.23% | | 5-Year Average Return: | 5.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.37% | |
Worst 1-Yr Total Return (2008): | -0.17% | |
Best 3-Yr Total Return (2005-7): | 3.38% | |
Worst 3-Yr Total Return (2004-6): | 3.06% |
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| 1-Year: | 14.19% | | 3-Year: | 6.05% | | 5-Year: | 4.77% | | 10-Year: | 5.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NERBX | Category | Diff | Index* | Diff | | Year To Date | 15.23 | 13.54 | 1.69 | 6.24 | 8.99 | | 1-Month | 0.72 | 0.89 | -0.17 | 0.49 | 0.23 | | 3-Month | 3.81 | 4.14 | -0.33 | 2.60 | 1.21 | | 1-Year | 25.65 | 17.86 | 7.79 | 13.79 | 11.86 | | 3-Year | 6.90 | 4.54 | 2.36 | 6.35 | 0.55 | | 5-Year | 5.04 | 3.85 | 1.19 | 5.05 | -0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.67 | 13.81 | 3.86 | 7.06 | 10.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.71 | 6.49 | 5.22 | 7.94 | 3.77 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NERBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.17 | -4.70 | 4.53 | | 2007 | | | 5.37 | 4.70 | 0.67 | | 2006 | | | 4.56 | 4.15 | 0.41 | | 2005 | | | 0.27 | 1.80 | -1.53 | | 2004 | | | 4.42 | 3.91 | 0.51 | | 2003 | | | 7.69 | 5.10 | 2.59 | | 2002 | | | 2.12 | 8.04 | -5.92 | | 2001 | | | 6.59 | 7.64 | -1.05 | | 2000 | | | 6.59 | 9.44 | -2.85 | | 1999 | | | -1.14 | -1.35 | 0.21 |
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| PAST QUARTERLY RETURNS (%) FOR
NERBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.75 | 7.70 | 7.03 | N/A | | 2008 | 1.26 | -0.97 | -4.44 | 4.18 | | 2007 | 1.56 | -1.15 | 2.84 | 2.05 | | 2006 | -0.22 | -0.40 | 3.56 | 1.60 | | 2005 | -1.41 | 1.77 | -0.40 | 0.34 | | 2004 | 2.22 | -2.99 | 3.58 | 1.65 | | 2003 | 2.13 | 3.42 | 0.13 | 1.82 | | 2002 | -1.87 | -0.84 | 1.34 | 3.57 | | 2001 | 3.48 | -0.01 | 2.95 | 0.06 | | 2000 | 1.94 | 0.28 | 1.85 | 2.37 | | 1999 | N/A | N/A | N/A | 0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 415 | 1122 | 36.99 | | 1-Month | 884 | 1164 | 75.95 | | 3-Month | 796 | 1154 | 68.98 | | 6-Month | 385 | 1133 | 33.98 | | 1-Year | 119 | 1113 | 10.69 | | 3-Year | 133 | 957 | 13.90 | | 5-Year | 175 | 845 | 20.71 |
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0.18% Nasdaq 
0.42%
Performance
