Live Updates:

On | Off

Total Returns for New Century Capital (NCCPX)

  • Growth of $10,000

    From 12/31/1999 to 02/28/2010

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player

  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    -1.12% -0.43 -0.51 69 —

    10 Year History

    2009 2008 2007 2006 2005
    Total Returns Per Year 26.74% -39.02% 9.34% 13.50% 7.71%
    +/- Category -1.43 -1.23 3.18 -0.67 1.83
    +/- Index 0.28 -2.02 3.85 -2.29 2.80
    Rank in Category 51 66 20 64 24
    # of Funds in Category 2,027 2,086 2,090 1,980 1,743
    2004 2003 2002 2001 2000
    Total Returns Per Year 12.78% 29.38% -22.95% -13.36% -12.52%
    +/- Category 2.76 2.33 -0.70 0.14 -6.21
    +/- Index 1.90 0.70 -0.85 -1.47 -3.42
    Rank in Category 16 21 60 59 86
    # of Funds in Category 1,611 1,526 1,468 1,345 1,089
    Data as of 02/28/2010

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day 0.00% — -0.47% 1,686
    1-Week 2.29% 64 -0.15% 1,686
    1-Month 6.72% 59 -0.75% 1,680
    3-Month 4.98% 38 0.54% 1,667
    Year-to-date 3.29% 58 0.14% 1,679
    1-Year 56.70% 75 -6.02% 1,593
    3-Year Annualized -4.57% 55 -0.15% 1,403
    5-Year Annualized 1.45% 39 0.44% 1,111
    10-Year Annualized -2.08% 89 -1.77% 313
    Since Inception 7.18% — — —
    Inception Date 01/31/1989
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 02/28/2010
    10 Year and Since Inception data as of 03/11/2010

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 12/31/2009) (as of 02/28/2010)
    1-Month 3.10% 2.69%
    3-Month 4.76% 1.95%
    Year-to-date 26.74% -1.12%
    1-Year 26.74% 47.20%
    3-Year Annualized -5.46% -6.06%
    5-Year Annualized 0.65% 0.45%
    10-Year Annualized -1.27% -2.08%
    Since Inception 7.29% 7.18%
    Inception Date 01/31/1989
    Data as of 02/28/2010

  • Tax Analysis

    Potential Capital Gains Exposure 4.78%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return -1.12% 47.20% -6.06% 0.45% -2.08% 7.18%
    On Distribution* -1.12% 47.09% -6.35% 0.26% -2.33% 5.64%
    Rank in Category 48 65 39 27 85 —
    On Distribution & Sales of Shares* -0.73% 30.68% -5.07% 0.41% -1.77% 5.53%
    Rank in Category 48 67 42 34 87 —
    Tax Cost Ratio — — 0.31% 0.19% 0.26% —
    Data as of 02/28/2010
    * After Tax