|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.08% | | 5-Year Average Return: | -1.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.78% | |
Worst 1-Yr Total Return (2008): | -42.06% | |
Best 3-Yr Total Return (2004-6): | 9.27% | |
Worst 3-Yr Total Return (2006-8): | -11.27% |
|
| 1-Year: | -15.70% | | 3-Year: | -8.35% | | 5-Year: | -0.75% | | 10-Year: | -1.33% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NWFBX | Category | Diff | Index* | Diff | | Year To Date | 22.08 | 25.10 | -3.02 | 24.07 | -1.99 | | 1-Month | 4.74 | 5.28 | -0.54 | 6.00 | -1.26 | | 3-Month | 5.51 | 7.01 | -1.5 | 7.91 | -2.4 | | 1-Year | 23.55 | 28.01 | -4.46 | 25.39 | -1.84 | | 3-Year | -8.48 | -5.87 | -2.61 | -5.79 | -2.69 | | 5-Year | -1.27 | 0.64 | -1.91 | 0.71 | -1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.31 | 46.08 | 0.23 | 45.76 | 0.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.68 | -17.41 | -6.27 | -18.25 | -5.43 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NWFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.06 | -37.79 | -4.27 | | 2007 | | | 6.89 | 6.16 | 0.73 | | 2006 | | | 12.78 | 14.17 | -1.39 | | 2005 | | | 6.33 | 5.88 | 0.45 | | 2004 | | | 8.81 | 10.02 | -1.21 | | 2003 | | | 25.89 | 27.05 | -1.16 | | 2002 | | | -17.93 | -22.25 | 4.32 | | 2001 | | | -12.92 | -13.50 | 0.58 | | 2000 | | | -3.26 | -6.31 | 3.05 | | 1999 | | | -1.23 | 20.16 | -21.39 |
|
| PAST QUARTERLY RETURNS (%) FOR
NWFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.00 | 17.47 | 13.82 | N/A | | 2008 | -10.09 | -1.36 | -12.35 | -25.47 | | 2007 | 1.14 | 6.12 | 2.57 | -2.91 | | 2006 | 4.32 | -2.24 | 3.55 | 6.80 | | 2005 | -0.80 | 0.61 | 4.39 | 2.07 | | 2004 | 2.01 | -0.27 | -3.09 | 10.36 | | 2003 | -3.67 | 15.95 | 1.89 | 10.62 | | 2002 | 4.03 | -9.90 | -18.93 | 8.01 | | 2001 | -12.53 | 4.68 | -14.43 | 11.14 | | 2000 | -1.81 | 4.64 | 0.20 | -6.03 | | 1999 | N/A | N/A | N/A | 4.45 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1414 | 2021 | 69.97 | | 1-Month | 1648 | 2113 | 77.99 | | 3-Month | 1693 | 2091 | 80.97 | | 6-Month | 1630 | 2064 | 78.97 | | 1-Year | 1093 | 2011 | 54.35 | | 3-Year | 1312 | 1707 | 76.86 | | 5-Year | 1027 | 1360 | 75.51 |
|
|
|
|
|
0.11% Nasdaq 
0.01%
Performance
