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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.37% | | 5-Year Average Return: | -0.60% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 34.75% | |
Worst 1-Yr Total Return (2008): | -37.66% | |
Best 3-Yr Total Return (2004-6): | 26.71% | |
Worst 3-Yr Total Return (2006-8): | -12.33% |
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| 1-Year: | -27.42% | | 3-Year: | -13.44% | | 5-Year: | 1.07% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NRCFX | Category | Diff | Index* | Diff | | Year To Date | 20.37 | 22.99 | -2.62 | 24.07 | -3.7 | | 1-Month | 6.15 | 6.66 | -0.51 | 6.00 | 0.15 | | 3-Month | 7.49 | 8.82 | -1.33 | 7.91 | -0.42 | | 1-Year | 40.13 | 42.04 | -1.91 | 25.39 | 14.74 | | 3-Year | -16.09 | -15.72 | -0.37 | -5.79 | -10.3 | | 5-Year | -0.60 | -1.07 | 0.47 | 0.71 | -1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.30 | 78.85 | 1.45 | 45.76 | 34.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.61 | -30.70 | -0.91 | -18.25 | -13.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NRCFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.66 | -39.55 | 1.89 | | 2007 | | | -19.80 | -14.66 | -5.14 | | 2006 | | | 34.75 | 33.58 | 1.17 | | 2005 | | | 13.53 | 11.51 | 2.02 | | 2004 | | | 32.98 | 32.02 | 0.96 | | 2003 | | | 35.07 | 36.80 | -1.73 | | 2002 | | | 2.64 | 4.54 | -1.90 | | 2001 | | | 12.31 | 10.00 | 2.31 | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NRCFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -31.92 | 32.75 | 31.42 | N/A | | 2008 | 3.13 | -6.00 | 4.20 | -38.28 | | 2007 | 2.56 | -10.40 | 2.28 | -14.67 | | 2006 | 15.34 | -1.34 | 8.43 | 9.21 | | 2005 | -7.26 | 14.64 | 3.68 | 3.00 | | 2004 | 11.94 | -5.38 | 8.14 | 16.11 | | 2003 | 0.87 | 12.16 | 9.73 | 8.81 | | 2002 | 7.30 | 4.84 | -8.85 | 0.10 | | 2001 | -1.51 | 9.79 | -0.33 | 4.21 | | 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 | 152 | 267 | 56.93 | | 1-Month | 245 | 282 | 86.88 | | 3-Month | 223 | 276 | 80.80 | | 6-Month | 207 | 270 | 76.67 | | 1-Year | 76 | 265 | 28.68 | | 3-Year | 126 | 228 | 55.26 | | 5-Year | 92 | 201 | 45.77 |
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