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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.58% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.10% | |
Worst 1-Yr Total Return (2008): | -37.79% | |
Best 3-Yr Total Return (2006-8): | -10.00% | |
Worst 3-Yr Total Return (2006-8): | -10.00% |
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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 | NOLCX | Category | Diff | Index* | Diff | | Year To Date | 17.58 | 18.65 | -1.07 | 17.05 | 0.53 | | 1-Month | -1.33 | -2.18 | 0.85 | -1.86 | 0.53 | | 3-Month | 6.13 | 5.08 | 1.05 | 5.48 | 0.65 | | 1-Year | 10.21 | 11.86 | -1.65 | 9.80 | 0.41 | | 3-Year | -8.67 | -6.78 | -1.89 | -7.02 | -1.65 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.00 | 45.26 | 0.74 | 45.76 | 0.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.11 | -15.99 | -2.12 | -18.25 | 0.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NOLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.79 | -37.79 | 0.00 | | 2007 | | | 0.96 | 6.16 | -5.20 | | 2006 | | | 16.10 | 14.17 | 1.93 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NOLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.36 | 16.65 | 15.25 | N/A | | 2008 | -10.34 | -2.97 | -6.92 | -23.19 | | 2007 | 0.63 | 4.71 | 0.25 | -4.43 | | 2006 | 3.86 | -1.36 | 6.27 | 6.64 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 986 | 2013 | 48.98 | | 1-Month | 379 | 2110 | 17.96 | | 3-Month | 355 | 2090 | 16.99 | | 6-Month | 594 | 2049 | 28.99 | | 1-Year | 843 | 1999 | 42.17 | | 3-Year | 1096 | 1694 | 64.70 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
