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| Morningstar Return Rating: | Average | | Year to Date Return: | 3.51% | | 5-Year Average Return: | 4.90% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.57% | |
Worst 1-Yr Total Return (2005): | 2.47% | |
Best 3-Yr Total Return (2006-8): | 6.17% | |
Worst 3-Yr Total Return (2004-6): | 3.01% |
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| 1-Year: | 4.47% | | 3-Year: | 4.91% | | 5-Year: | 4.12% | | 10-Year: | 5.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NUSAX | Category | Diff | Index* | Diff | | Year To Date | 3.51 | 5.18 | -1.67 | 6.24 | -2.73 | | 1-Month | 0.15 | 0.57 | -0.42 | 0.49 | -0.34 | | 3-Month | 1.74 | 2.42 | -0.68 | 2.60 | -0.86 | | 1-Year | 10.18 | 10.54 | -0.36 | 13.79 | -3.61 | | 3-Year | 6.30 | 5.52 | 0.78 | 6.35 | -0.05 | | 5-Year | 4.90 | 4.28 | 0.62 | 5.05 | -0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.86 | 4.85 | -0.99 | 7.06 | -3.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.22 | 7.28 | 0.94 | 7.94 | 0.28 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NUSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.57 | 4.76 | 2.81 | | 2007 | | | 7.54 | 6.09 | 1.45 | | 2006 | | | 3.45 | 3.47 | -0.02 | | 2005 | | | 2.47 | 1.91 | 0.56 | | 2004 | | | 3.12 | 3.01 | 0.11 | | 2003 | | | 1.71 | 1.90 | -0.19 | | 2002 | | | 10.68 | 9.23 | 1.45 | | 2001 | | | 7.68 | 6.81 | 0.87 | | 2000 | | | 12.68 | 10.86 | 1.82 | | 1999 | | | -2.09 | -1.35 | -0.74 |
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| PAST QUARTERLY RETURNS (%) FOR
NUSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.18 | -0.09 | 2.23 | N/A | | 2008 | 2.56 | -1.20 | 0.56 | 5.57 | | 2007 | 1.63 | -0.31 | 2.59 | 3.47 | | 2006 | -0.77 | 0.00 | 3.37 | 0.85 | | 2005 | 0.01 | 2.59 | -0.63 | 0.50 | | 2004 | 2.21 | -2.55 | 2.66 | 0.86 | | 2003 | 0.89 | 1.74 | -0.45 | -0.46 | | 2002 | -0.35 | 4.47 | 5.43 | 0.83 | | 2001 | 2.50 | -0.16 | 5.53 | -0.29 | | 2000 | 2.48 | 1.61 | 3.07 | 4.99 | | 1999 | N/A | N/A | N/A | -0.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 220 | 367 | 59.95 | | 1-Month | 261 | 374 | 69.79 | | 3-Month | 231 | 374 | 61.76 | | 6-Month | 227 | 373 | 60.86 | | 1-Year | 102 | 357 | 28.57 | | 3-Year | 93 | 345 | 26.96 | | 5-Year | 76 | 318 | 23.90 |
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