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NOEQX: Northern Large Cap Growth (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/19/2013 |
12-Mo. Yield | 0.17% |
Expenses | 0.86% |
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Performance Analytics (As of 12/18/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 12.6 | 19.6 | 14.2 | 6.9 | 2.5 | 7.9 | 10.1 | 31.5 | 15.0 | -0.5 | 15.4 | 28.6 | -40.5 | 18.0 | 8.0 | 3.9 | 4.3 | 21.1 | -24.5 | -26.5 | -3.9 | 54.6 | 35.2 | 31.8 | 12.4 |
Sharpe Ratio | NA | 0.96 | 1.23 | 0.8 | 0.29 | NA | 0.18 | 0.73 | 2.67 | 1.04 | -0.02 | 0.8 | 1.2 | -1.11 | 0.88 | 0.4 | 0.16 | 0.27 | 1.18 | -1.28 | -1.39 | -0.21 | 2.2 | 1.37 | -0.83 | 1.24 |
Draw Down(%) | NA | 9.8 | 10.8 | 20.9 | 52.5 | NA | 64.4 | 9.8 | 6.0 | 10.8 | 20.9 | 15.7 | 21.0 | 48.1 | 9.9 | 12.5 | 6.8 | 12.7 | 9.9 | 25.6 | 39.4 | 33.6 | 11.4 | 23.8 | 19.0 | 8.7 |
Standard Deviation(%) | NA | 14.6 | 13.9 | 18.0 | 20.4 | NA | 21.9 | 14.9 | 11.8 | 14.5 | 26.3 | 19.1 | 23.9 | 37.2 | 17.0 | 11.7 | 10.7 | 12.2 | 17.2 | 19.9 | 21.1 | 37.2 | 23.4 | 23.3 | 28.2 | 17.2 |
Treynor Ratio | NA | 0.13 | 0.18 | 0.15 | 0.06 | NA | 0.05 | 0.1 | 0.33 | 0.16 | -0.01 | 0.16 | 0.3 | -0.43 | 0.15 | 0.06 | 0.02 | 0.04 | 0.24 | -0.44 | -0.57 | -0.12 | 0.5 | 0.35 | -0.22 | 0.19 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.02 | NA | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.05 | 0.05 | 0.09 | 0.0 | 0.03 | 0.0 |
Beta | NA | 1.08 | 0.97 | 0.96 | 0.95 | NA | 0.82 | 1.07 | 0.95 | 0.95 | 0.94 | 0.95 | 0.95 | 0.96 | 0.98 | 0.83 | 0.84 | 0.8 | 0.86 | 0.58 | 0.51 | 0.68 | 1.03 | 0.91 | 1.06 | 1.1 |
RSquared | NA | 0.94 | 0.9 | 0.91 | 0.92 | NA | 0.74 | 0.94 | 0.93 | 0.91 | 0.9 | 0.93 | 0.96 | 0.93 | 0.9 | 0.85 | 0.85 | 0.9 | 0.92 | 0.86 | 0.73 | 0.41 | 0.83 | 0.8 | 0.53 | 0.65 |
Yield(%) | N/A | 0.2 | 0.2 | 0.2 | 0.3 | 1.0 | N/A | 0.0 | 0.2 | 0.2 | 0.0 | 0.3 | 0.5 | 0.4 | 0.4 | 0.4 | 0.2 | 0.3 | 0.0 | 0.0 | 0.1 | 12.2 | 5.2 | 7.3 | 15.4 | 4.7 |
Dividend Growth(%) | N/A | 3.8 | -49.3 | -34.8 | N/A | N/A | N/A | -100.0 | 0.0 | N/A | -100.0 | -14.3 | -22.2 | 0.0 | 12.5 | 166.7 | -50.0 | N/A | N/A | -100.0 | -99.2 | 253.6 | -8.9 | -44.8 | 248.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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