Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSBAX (NORTHERN SHORT BOND FUND NORTHERN SHORT BOND FUND) | 2.40% | 4.37% | 3.77% | 1.62% | 1.92% | 1.84% | 2.43% | 3.25% |
Data as of 07/25/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSBAX (NORTHERN SHORT BOND FUND NORTHERN SHORT BOND FUND) | 06/20/1996 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 4.37 | 3.77 | 1.62 | 1.92 | 1.84 | 2.43 | 3.25 | 2.40 | 4.37 | 5.09 | -4.25 | -0.42 | 3.72 | 5.10 | 0.64 | 1.50 | 1.86 | 0.37 | 0.67 | 0.59 | 3.07 | 2.27 | 3.42 | 4.96 | 3.13 | 5.54 | 4.36 | 1.19 | 1.84 | 3.21 | 4.88 | 6.93 | 8.48 | 1.42 | 7.67 | 6.77 | 4.35 |
| Sharpe Ratio | NA | 0.62 | 0.17 | -0.23 | 0.28 | NA | NA | 0.86 | 0.68 | -1.13 | 0.31 | -2.29 | -0.54 | 1.54 | 2.56 | -0.65 | 1.16 | 1.86 | 0.35 | 0.80 | 0.54 | 3.81 | 2.00 | 2.50 | 2.68 | 0.85 | 1.99 | 0.74 | -0.60 | 0.40 | 0.98 | 1.45 | 1.29 | 2.03 | -0.88 | 1.55 | 1.66 | 2.63 |
| Standard Deviation(%) | NA | 1.95 | 2.29 | 2.02 | 1.74 | NA | NA | 1.91 | 1.87 | 1.97 | 2.70 | 2.47 | 0.83 | 2.26 | 1.44 | 1.04 | 0.76 | 0.89 | 0.96 | 0.82 | 1.02 | 0.80 | 1.12 | 1.33 | 1.82 | 2.59 | 1.29 | 1.48 | 1.63 | 2.24 | 2.56 | 2.61 | 3.62 | 2.16 | 2.06 | 2.80 | 1.95 | 1.84 |
| Draw Down(%) | NA | 1.03 | 2.65 | 6.62 | 6.62 | NA | NA | 6.62 | 0.82 | 1.03 | 1.33 | 5.89 | 0.95 | 4.66 | 0.69 | 0.61 | 0.48 | 0.66 | 0.90 | 0.73 | 1.79 | 0.32 | 0.88 | 1.12 | 0.75 | 2.43 | 0.33 | 0.51 | 1.27 | 2.62 | 2.32 | 1.44 | 2.26 | 0.84 | 1.36 | 1.61 | 0.77 | 0.61 |
| Yield(%) | 0.00 | 3.47 | 3.17 | 2.34 | 2.20 | 2.03 | 2.46 | 3.31 | 1.82 | 3.84 | 3.08 | 1.53 | 1.20 | 2.04 | 2.61 | 2.44 | 1.71 | 1.59 | 1.43 | 1.40 | 1.41 | 1.52 | 2.19 | 2.37 | 2.56 | 2.95 | 4.90 | 4.46 | 3.47 | 2.88 | 2.88 | 3.18 | 6.00 | 7.15 | 9.28 | 10.16 | 7.17 | 3.93 |
Data as of 07/25/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSBAX (NORTHERN SHORT BOND FUND NORTHERN SHORT BOND FUND) |
-0.66%
Oct 2019 - Oct 2022 |
0.64%
Oct 2017 - Oct 2022 |
0.85%
Sep 2012 - Sep 2022 |
1.68%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSBAX (NORTHERN SHORT BOND FUND NORTHERN SHORT BOND FUND) |
7.19%
May 2000 - May 2003 |
6.75%
Sep 1996 - Sep 2001 |
4.77%
Mar 1997 - Mar 2007 |
4.58%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart