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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.85% | | 5-Year Average Return: | -0.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 16.39% | |
Worst 1-Yr Total Return (2008): | -41.70% | |
Best 3-Yr Total Return (2005-7): | 6.50% | |
Worst 3-Yr Total Return (2006-8): | -10.54% |
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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 | NTCHX | Category | Diff | Index* | Diff | | Year To Date | 28.85 | 44.15 | -15.3 | 17.05 | 11.8 | | 1-Month | -2.99 | -3.44 | 0.45 | -1.86 | -1.13 | | 3-Month | 2.10 | 4.68 | -2.58 | 5.48 | -3.38 | | 1-Year | 19.64 | 31.89 | -12.25 | 9.80 | 9.84 | | 3-Year | -3.80 | -1.81 | -1.99 | -7.02 | 3.22 | | 5-Year | -0.12 | 2.63 | -2.75 | 0.33 | -0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.32 | 57.15 | -13.83 | 45.76 | -2.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.02 | -10.30 | -4.72 | -18.25 | 3.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NTCHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.70 | -45.33 | 3.63 | | 2007 | | | 16.39 | 16.12 | 0.27 | | 2006 | | | 5.51 | 7.08 | -1.57 | | 2005 | | | -1.63 | 5.76 | -7.39 | | 2004 | | | 3.05 | 4.24 | -1.19 | | 2003 | | | 55.00 | 55.77 | -0.77 | | 2002 | | | -40.66 | -42.86 | 2.20 | | 2001 | | | -34.47 | -36.89 | 2.42 | | 2000 | | | -38.43 | -31.36 | -7.07 | | 1999 | | | 134.48 | 129.22 | 5.26 |
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| PAST QUARTERLY RETURNS (%) FOR
NTCHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.92 | 15.21 | 13.10 | N/A | | 2008 | -16.05 | 0.92 | -9.76 | -23.74 | | 2007 | 0.98 | 8.08 | 7.77 | -1.04 | | 2006 | 5.16 | -9.17 | 5.23 | 4.97 | | 2005 | -11.34 | 4.01 | 4.40 | 2.17 | | 2004 | 0.44 | 0.95 | -9.89 | 12.79 | | 2003 | -0.13 | 22.33 | 11.39 | 13.90 | | 2002 | -8.02 | -24.15 | -24.37 | 12.46 | | 2001 | -31.58 | 9.91 | -33.75 | 31.54 | | 2000 | 27.14 | -14.44 | 0.67 | -43.78 | | 1999 | N/A | N/A | N/A | 65.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 200 | 220 | 90.91 | | 1-Month | 161 | 234 | 68.80 | | 3-Month | 186 | 228 | 81.58 | | 6-Month | 210 | 222 | 94.59 | | 1-Year | 171 | 212 | 80.66 | | 3-Year | 109 | 203 | 53.69 | | 5-Year | 127 | 190 | 66.84 |
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