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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.58% | | 5-Year Average Return: | 4.60% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.09% | |
Worst 1-Yr Total Return (2005): | 1.50% | |
Best 3-Yr Total Return (2006-8): | 4.67% | |
Worst 3-Yr Total Return (2004-6): | 2.95% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NIBAX | Category | Diff | Index* | Diff | | Year To Date | 7.58 | 13.54 | -5.96 | 6.24 | 1.34 | | 1-Month | 0.69 | 0.89 | -0.2 | 0.49 | 0.2 | | 3-Month | 2.51 | 4.14 | -1.63 | 2.60 | -0.09 | | 1-Year | 14.53 | 17.86 | -3.33 | 13.79 | 0.74 | | 3-Year | 6.04 | 4.54 | 1.5 | 6.35 | -0.31 | | 5-Year | 4.60 | 3.85 | 0.75 | 5.05 | -0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.87 | 13.81 | -5.94 | 7.06 | 0.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.27 | 6.49 | 2.78 | 7.94 | 1.33 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NIBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.75 | -4.70 | 9.45 | | 2007 | | | 5.09 | 4.70 | 0.39 | | 2006 | | | 4.17 | 4.15 | 0.02 | | 2005 | | | 1.50 | 1.80 | -0.30 | | 2004 | | | 3.21 | 3.91 | -0.70 | | 2003 | | | 4.04 | 5.10 | -1.06 | | 2002 | | | 8.68 | 8.04 | 0.64 | | 2001 | | | 8.00 | 7.64 | 0.36 | | 2000 | | | 9.04 | 9.44 | -0.40 | | 1999 | | | -0.37 | -1.35 | 0.98 |
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| PAST QUARTERLY RETURNS (%) FOR
NIBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.30 | 2.79 | 3.64 | N/A | | 2008 | 2.20 | -1.56 | -0.69 | 4.85 | | 2007 | 1.75 | -0.29 | 1.33 | 2.23 | | 2006 | -0.33 | -0.03 | 3.17 | 1.34 | | 2005 | -0.95 | 2.52 | -0.55 | 0.50 | | 2004 | 2.43 | -2.57 | 2.73 | 0.67 | | 2003 | 1.48 | 2.64 | -0.21 | 0.09 | | 2002 | -0.55 | 2.92 | 4.70 | 1.42 | | 2001 | 2.83 | 0.60 | 4.20 | 0.18 | | 2000 | 1.06 | 1.60 | 2.65 | 3.44 | | 1999 | N/A | N/A | N/A | 0.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 908 | 1122 | 80.93 | | 1-Month | 756 | 1164 | 64.95 | | 3-Month | 980 | 1154 | 84.92 | | 6-Month | 940 | 1133 | 82.97 | | 1-Year | 654 | 1113 | 58.76 | | 3-Year | 245 | 957 | 25.60 | | 5-Year | 251 | 845 | 29.70 |
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0.83% Nasdaq 0.00%
Performance
