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| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.01% | | 5-Year Average Return: | -2.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 24.67% | |
Worst 1-Yr Total Return (2008): | -42.06% | |
Best 3-Yr Total Return (2005-7): | 8.63% | |
Worst 3-Yr Total Return (2006-8): | -11.27% |
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| 1-Year: | 19.67% | | 3-Year: | -9.02% | | 5-Year: | -1.78% | | 10-Year: | -1.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NWFBX | Category | Diff | Index* | Diff | | Year To Date | -4.01 | -3.57 | -0.44 | -3.60 | -0.41 | | 1-Month | -4.01 | -3.57 | -0.44 | -3.60 | -0.41 | | 3-Month | 2.67 | 3.99 | -1.32 | 4.16 | -1.49 | | 1-Year | 30.92 | 34.15 | -3.23 | 33.14 | -2.22 | | 3-Year | -10.15 | -7.17 | -2.98 | -7.24 | -2.91 | | 5-Year | -2.00 | 0.19 | -2.19 | 0.18 | -2.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.31 | 46.19 | 0.12 | 45.76 | 0.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.69 | -17.46 | -6.23 | -18.25 | -5.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NWFBX | Category | Diff | | 2009 | | | 24.67 | 28.17 | -3.50 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
NWFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.09 | 17.58 | 13.82 | 4.76 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1044 | 2131 | 48.99 | | 1-Month | 895 | 2131 | 42.00 | | 3-Month | 1618 | 2102 | 76.97 | | 6-Month | 1988 | 2071 | 95.99 | | 1-Year | 1216 | 2011 | 60.47 | | 3-Year | 1358 | 1772 | 76.64 | | 5-Year | 1071 | 1376 | 77.83 |
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0.43% Nasdaq 
0.16 (1.44%) 
Performance
