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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.35% | | 5-Year Average Return: | -0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.61% | |
Worst 1-Yr Total Return (2008): | -41.68% | |
Best 3-Yr Total Return (2004-6): | 10.03% | |
Worst 3-Yr Total Return (2006-8): | -10.65% |
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| 1-Year: | -15.81% | | 3-Year: | -8.82% | | 5-Year: | -0.96% | | 10-Year: | -1.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NWFAX | Category | Diff | Index* | Diff | | Year To Date | 17.35 | 18.65 | -1.3 | 17.05 | 0.3 | | 1-Month | -1.96 | -2.18 | 0.22 | -1.86 | -0.1 | | 3-Month | 3.70 | 5.08 | -1.38 | 5.48 | -1.78 | | 1-Year | 9.36 | 11.86 | -2.5 | 9.80 | -0.44 | | 3-Year | -8.72 | -6.78 | -1.94 | -7.02 | -1.7 | | 5-Year | -0.50 | 0.49 | -0.99 | 0.33 | -0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.76 | 45.26 | 1.5 | 45.76 | 1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.09 | -15.99 | -7.1 | -18.25 | -4.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NWFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.68 | -37.79 | -3.89 | | 2007 | | | 7.65 | 6.16 | 1.49 | | 2006 | | | 13.61 | 14.17 | -0.56 | | 2005 | | | 7.08 | 5.88 | 1.20 | | 2004 | | | 9.51 | 10.02 | -0.51 | | 2003 | | | 26.71 | 27.05 | -0.34 | | 2002 | | | -17.38 | -22.25 | 4.87 | | 2001 | | | -12.02 | -13.50 | 1.48 | | 2000 | | | -2.51 | -6.31 | 3.80 | | 1999 | | | -0.41 | 20.16 | -20.57 |
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| PAST QUARTERLY RETURNS (%) FOR
NWFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.75 | 17.66 | 13.98 | N/A | | 2008 | -9.96 | -1.12 | -12.21 | -25.38 | | 2007 | 1.31 | 6.35 | 2.71 | -2.71 | | 2006 | 4.49 | -2.12 | 3.78 | 7.03 | | 2005 | -0.61 | 0.74 | 4.59 | 2.25 | | 2004 | 2.19 | -0.12 | -2.97 | 10.57 | | 2003 | -3.45 | 16.11 | 2.00 | 10.81 | | 2002 | 4.17 | -9.73 | -18.84 | 8.26 | | 2001 | -12.16 | 4.77 | -14.04 | 11.22 | | 2000 | -1.62 | 4.80 | 0.36 | -5.79 | | 1999 | N/A | N/A | N/A | 4.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1107 | 2013 | 54.99 | | 1-Month | 1012 | 2110 | 47.96 | | 3-Month | 1776 | 2090 | 84.98 | | 6-Month | 1270 | 2049 | 61.98 | | 1-Year | 1068 | 1999 | 53.43 | | 3-Year | 1111 | 1694 | 65.58 | | 5-Year | 802 | 1352 | 59.32 |
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0.01% Nasdaq 
0.22%
Performance
