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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.15% | | 5-Year Average Return: | 0.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.84% | |
Worst 1-Yr Total Return (2008): | -34.05% | |
Best 3-Yr Total Return (2004-6): | 12.99% | |
Worst 3-Yr Total Return (2006-8): | -8.65% |
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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 | NSIDX | Category | Diff | Index* | Diff | | Year To Date | 14.15 | 19.13 | -4.98 | 17.05 | -2.9 | | 1-Month | -6.76 | -5.65 | -1.11 | -1.86 | -4.9 | | 3-Month | 1.47 | 2.75 | -1.28 | 5.48 | -4.01 | | 1-Year | 6.36 | 11.45 | -5.09 | 9.80 | -3.44 | | 3-Year | -8.75 | -8.46 | -0.29 | -7.02 | -1.73 | | 5-Year | 0.26 | 0.52 | -0.26 | 0.33 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.71 | 57.02 | -0.31 | 45.76 | 10.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.32 | -18.27 | -3.05 | -18.25 | -3.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NSIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.05 | -36.56 | 2.51 | | 2007 | | | -1.91 | -1.10 | -0.81 | | 2006 | | | 17.84 | 15.03 | 2.81 | | 2005 | | | 4.20 | 6.75 | -2.55 | | 2004 | | | 17.47 | 18.94 | -1.47 | | 2003 | | | 46.08 | 43.41 | 2.67 | | 2002 | | | -21.00 | -16.22 | -4.78 | | 2001 | | | 1.61 | 8.92 | -7.31 | | 2000 | | | -3.22 | 11.89 | -15.11 | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NSIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.89 | 20.73 | 19.14 | N/A | | 2008 | -9.95 | 0.47 | -1.27 | -26.16 | | 2007 | 1.96 | 4.30 | -3.16 | -4.75 | | 2006 | 13.88 | -5.18 | 0.35 | 8.74 | | 2005 | -5.45 | 4.33 | 4.64 | 0.96 | | 2004 | 6.04 | 0.32 | -3.00 | 13.84 | | 2003 | -4.64 | 23.13 | 8.90 | 14.24 | | 2002 | 3.89 | -8.61 | -21.45 | 5.93 | | 2001 | -6.55 | 13.88 | -20.81 | 20.57 | | 2000 | 6.49 | -4.12 | 1.03 | -6.18 | | 1999 | N/A | N/A | N/A | 17.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 435 | 641 | 67.86 | | 1-Month | 522 | 662 | 78.85 | | 3-Month | 469 | 652 | 71.93 | | 6-Month | 329 | 647 | 50.85 | | 1-Year | 344 | 630 | 54.60 | | 3-Year | 258 | 553 | 46.65 | | 5-Year | 203 | 452 | 44.91 |
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