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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.64% | | 5-Year Average Return: | 1.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.88% | |
Worst 1-Yr Total Return (2008): | -40.48% | |
Best 3-Yr Total Return (2005-7): | 10.79% | |
Worst 3-Yr Total Return (2006-8): | -8.82% |
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| 1-Year: | -8.60% | | 3-Year: | -3.94% | | 5-Year: | 2.33% | | 10-Year: | 1.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NESBX | Category | Diff | Index* | Diff | | Year To Date | 29.64 | 31.20 | -1.56 | 24.07 | 5.57 | | 1-Month | 5.36 | 5.67 | -0.31 | 6.00 | -0.64 | | 3-Month | 7.61 | 8.18 | -0.57 | 7.91 | -0.3 | | 1-Year | 32.66 | 34.04 | -1.38 | 25.39 | 7.27 | | 3-Year | -4.34 | -3.89 | -0.45 | -5.79 | 1.45 | | 5-Year | 1.76 | 1.25 | 0.51 | 0.71 | 1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.87 | 43.84 | 6.03 | 45.76 | 4.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.26 | -18.03 | -1.23 | -18.25 | -1.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NESBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.48 | -40.67 | 0.19 | | 2007 | | | 12.83 | 13.35 | -0.52 | | 2006 | | | 12.88 | 7.05 | 5.83 | | 2005 | | | 6.76 | 6.71 | 0.05 | | 2004 | | | 12.02 | 7.81 | 4.21 | | 2003 | | | 32.69 | 28.66 | 4.03 | | 2002 | | | -22.53 | -27.64 | 5.11 | | 2001 | | | -10.02 | -22.30 | 12.28 | | 2000 | | | -17.55 | -13.05 | -4.50 | | 1999 | | | 45.59 | 38.87 | 6.72 |
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| PAST QUARTERLY RETURNS (%) FOR
NESBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.37 | 15.47 | 17.60 | N/A | | 2008 | -12.24 | 2.43 | -12.50 | -24.32 | | 2007 | 3.49 | 7.08 | 1.78 | 0.04 | | 2006 | 7.44 | -2.89 | 1.22 | 6.89 | | 2005 | -2.79 | 2.13 | 5.07 | 2.33 | | 2004 | 3.32 | 1.86 | -4.10 | 10.99 | | 2003 | -2.91 | 16.97 | 4.73 | 11.56 | | 2002 | 1.77 | -11.87 | -17.50 | 4.70 | | 2001 | -13.93 | 9.04 | -16.10 | 14.27 | | 2000 | 9.55 | -13.81 | 1.77 | -14.20 | | 1999 | N/A | N/A | N/A | 30.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 763 | 1818 | 41.97 | | 1-Month | 247 | 1906 | 12.96 | | 3-Month | 780 | 1904 | 40.97 | | 6-Month | 485 | 1866 | 25.99 | | 1-Year | 475 | 1815 | 26.17 | | 3-Year | 631 | 1537 | 41.05 | | 5-Year | 323 | 1273 | 25.37 |
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