|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.55% | | 5-Year Average Return: | 3.77% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.63% | |
Worst 1-Yr Total Return (2008): | -42.38% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -3.87% | | 3-Year: | -6.07% | | 5-Year: | 4.00% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NFSAX | Category | Diff | Index* | Diff | | Year To Date | 22.55 | 24.47 | -1.92 | 27.36 | -4.81 | | 1-Month | -2.41 | -2.54 | 0.13 | -1.25 | -1.16 | | 3-Month | 5.97 | 5.67 | 0.3 | 8.10 | -2.13 | | 1-Year | 24.05 | 25.04 | -0.99 | 27.71 | -3.66 | | 3-Year | -6.38 | -5.94 | -0.44 | -5.22 | -1.16 | | 5-Year | 3.77 | 4.57 | -0.8 | 5.10 | -1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.62 | 57.09 | 3.53 | 59.35 | 1.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.86 | -14.01 | -0.85 | -14.95 | 0.09 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NFSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.38 | -43.99 | 1.61 | | 2007 | | | 9.63 | 12.71 | -3.08 | | 2006 | | | N/A | 24.77 | N/A | | 2005 | | | N/A | 14.72 | N/A | | 2004 | | | N/A | 17.39 | N/A | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
NFSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.76 | 25.32 | 18.94 | N/A | | 2008 | -9.00 | -2.40 | -19.49 | -19.42 | | 2007 | 3.89 | 5.83 | 2.43 | -2.65 | | 2006 | N/A | N/A | 3.67 | 9.98 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 537 | 827 | 64.93 | | 1-Month | 382 | 850 | 44.94 | | 3-Month | 516 | 847 | 60.92 | | 6-Month | 276 | 838 | 32.94 | | 1-Year | 367 | 803 | 45.70 | | 3-Year | 294 | 600 | 49.00 | | 5-Year | | 466 | N/A |
|
|
|
|
|