|
| Morningstar Return Rating: | Average | | Year to Date Return: | 1.07% | | 5-Year Average Return: | 3.93% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.53% | |
Worst 1-Yr Total Return (2005): | 0.69% | |
Best 3-Yr Total Return (2006-8): | 5.63% | |
Worst 3-Yr Total Return (2005-7): | 3.35% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NSIUX | Category | Diff | Index* | Diff | | Year To Date | 1.07 | 0.83 | 0.24 | 1.53 | -0.46 | | 1-Month | 1.07 | 0.83 | 0.24 | 1.53 | -0.46 | | 3-Month | 0.72 | 0.69 | 0.03 | 1.23 | -0.51 | | 1-Year | 2.76 | 4.21 | -1.45 | 8.51 | -5.75 | | 3-Year | 5.01 | 4.96 | 0.05 | 6.60 | -1.59 | | 5-Year | 3.93 | 3.96 | -0.03 | 5.16 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.76 | 3.01 | -1.25 | 7.06 | -5.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.88 | 5.23 | 0.65 | 7.94 | -2.06 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NSIUX | Category | Diff | | 2009 | | | 0.98 | 3.29 | -2.31 | | 2008 | | | 7.53 | 4.80 | 2.73 | | 2007 | | | 5.46 | 5.87 | -0.41 | | 2006 | | | 3.94 | 3.67 | 0.27 | | 2005 | | | 0.69 | 1.26 | -0.57 | | 2004 | | | 0.99 | 1.46 | -0.47 | | 2003 | | | 1.65 | 1.45 | 0.20 | | 2002 | | | 7.09 | 6.85 | 0.24 | | 2001 | | | 7.82 | 7.26 | 0.56 | | 2000 | | | 8.05 | 8.30 | -0.25 |
|
| PAST QUARTERLY RETURNS (%) FOR
NSIUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.51 | -0.76 | 1.30 | -0.07 | | 2008 | 3.04 | -1.59 | 1.29 | 4.69 | | 2007 | 1.15 | -0.02 | 1.88 | 2.36 | | 2006 | -0.06 | 0.39 | 2.50 | 1.08 | | 2005 | -0.87 | 1.60 | -0.42 | 0.40 | | 2004 | 1.44 | -1.86 | 1.31 | 0.14 | | 2003 | 0.69 | 0.99 | -0.04 | 0.00 | | 2002 | -0.05 | 2.91 | 3.21 | 0.87 | | 2001 | 2.75 | 0.90 | 3.84 | 0.14 | | 2000 | 1.19 | 1.67 | 2.14 | 2.82 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 165 | 15.76 | | 1-Month | 21 | 165 | 12.73 | | 3-Month | 45 | 162 | 27.78 | | 6-Month | 80 | 161 | 49.69 | | 1-Year | 83 | 158 | 52.53 | | 3-Year | 64 | 150 | 42.67 | | 5-Year | 58 | 144 | 40.28 |
|
|
|
|
|