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BBPAX: Northern Institutional Bond A (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 09/24/2012 |
| 12-Mo. Yield | 2.87% |
| Expenses | 0.37% |
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Performance Analytics (As of 12/10/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | 5.2 | 5.9 | 5.3 | 5.6 | 6.0 | 2.0 | 7.9 | 6.5 | 7.8 | 4.6 | 4.9 | 5.4 | 2.4 | 4.8 | 5.6 | 6.9 | 6.2 | 11.4 | -2.4 | 9.3 | 10.0 | 7.1 |
| Sharpe Ratio | NA | 0.6 | 1.22 | 1.19 | 1.01 | NA | 0.4 | 0.46 | 2.05 | 1.59 | 1.66 | 0.6 | 0.57 | 0.75 | 0.08 | 1.06 | 1.26 | 1.53 | 0.78 | 1.84 | -1.31 | 1.31 | -11.77 | 2.73 |
| Draw Down(%) | NA | 4.7 | 4.7 | 4.7 | 4.8 | NA | 4.9 | 4.7 | 2.0 | 3.4 | 2.0 | 4.7 | 2.4 | 2.1 | 2.7 | 4.7 | 4.8 | 2.2 | 4.1 | 2.9 | 4.1 | 4.1 | 2.6 | 1.5 |
| Standard Deviation(%) | NA | 4.7 | 4.2 | 4.8 | 4.1 | NA | 4.1 | 4.6 | 3.8 | 4.0 | 4.6 | 6.1 | 3.3 | 2.8 | 2.9 | 3.6 | 3.9 | 3.8 | 5.0 | 4.0 | 4.3 | 4.6 | 3.8 | 3.8 |
| Treynor Ratio | NA | 0.06 | 0.09 | 0.09 | 0.07 | NA | 0.03 | 0.05 | 0.12 | 0.11 | 0.13 | 0.06 | 0.03 | 0.03 | 0.0 | 0.05 | 0.07 | 0.09 | 0.06 | 0.11 | -0.08 | 0.09 | -0.62 | 0.2 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.05 | 0.02 |
| Beta | NA | 0.47 | 0.6 | 0.6 | 0.63 | NA | 0.64 | 0.45 | 0.67 | 0.58 | 0.61 | 0.61 | 0.65 | 0.68 | 0.67 | 0.71 | 0.7 | 0.61 | 0.64 | 0.64 | 0.73 | 0.69 | 0.72 | 0.51 |
| RSquared | NA | 0.11 | 0.41 | 0.56 | 0.64 | NA | 0.66 | 0.1 | 0.75 | 0.56 | 0.82 | 0.63 | 0.8 | 0.78 | 0.75 | 0.87 | 0.84 | 0.75 | 0.61 | 0.6 | 0.78 | 0.68 | 0.68 | 0.59 |
| Yield(%) | N/A | 2.9 | 3.4 | 3.9 | 4.4 | 5.0 | N/A | 2.6 | 3.6 | 3.5 | 4.2 | 3.8 | 5.4 | 5.1 | 5.0 | 4.7 | 5.0 | 4.3 | 6.3 | 7.3 | 6.5 | 10.2 | 6.9 | 3.7 |
| Dividend Growth(%) | N/A | -17.2 | -22.7 | -24.2 | N/A | N/A | N/A | -26.0 | 4.8 | -13.3 | 9.9 | -29.8 | 8.0 | -1.4 | 7.8 | -6.2 | 18.4 | -32.5 | -9.2 | 1.2 | -36.8 | 52.5 | 90.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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