Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NCEGX (THE NORTH COUNTRY EQUITY GROWTH FUND THE NORTH COUNTRY EQUITY GROWTH FUND) | 6.71% | 4.22% | 3.77% | 1.86% | 6.61% | 9.20% | 6.34% | 5.62% |
Data as of 07/24/2025, AR inception is 04/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCEGX (THE NORTH COUNTRY EQUITY GROWTH FUND THE NORTH COUNTRY EQUITY GROWTH FUND) | 04/05/2001 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 4.22 | 3.77 | 1.86 | 6.61 | 9.20 | 6.34 | 5.62 | 6.71 | 14.08 | 6.69 | -29.13 | 13.70 | 12.32 | 30.17 | -3.54 | 23.79 | 6.07 | 4.51 | 9.42 | 32.67 | 12.38 | 0.93 | 9.93 | 22.41 | -37.84 | 7.35 | 12.33 | 4.25 | 8.10 | 26.07 | -21.45 | -0.97 |
| Sharpe Ratio | NA | -0.11 | 0.05 | -0.03 | 0.24 | NA | NA | 0.22 | 0.30 | 0.44 | 0.12 | -1.19 | 0.94 | 0.35 | 2.20 | -0.25 | 2.96 | 0.41 | 0.27 | 0.74 | 2.77 | 0.96 | 0.04 | 0.60 | 0.95 | -1.04 | 0.29 | 0.90 | 0.20 | 0.63 | 1.61 | -0.91 | -0.17 |
| Standard Deviation(%) | NA | 22.36 | 21.13 | 20.56 | 20.10 | NA | NA | 19.27 | 22.79 | 16.95 | 20.10 | 25.79 | 14.57 | 34.78 | 13.10 | 19.29 | 7.85 | 14.13 | 16.32 | 12.72 | 11.77 | 12.90 | 22.48 | 16.40 | 23.50 | 37.09 | 15.13 | 10.08 | 10.17 | 11.38 | 15.74 | 24.66 | 19.81 |
| Draw Down(%) | NA | 28.33 | 28.33 | 34.94 | 34.94 | NA | NA | 53.29 | 19.74 | 14.48 | 14.97 | 30.14 | 10.15 | 29.26 | 7.36 | 22.67 | 3.06 | 12.92 | 11.99 | 8.23 | 6.22 | 10.04 | 18.50 | 16.21 | 23.56 | 45.33 | 8.31 | 7.90 | 7.59 | 8.20 | 11.18 | 30.21 | 25.69 |
| Yield(%) | 0.00 | 0.20 | 0.45 | 0.42 | 3.40 | 5.24 | 3.59 | 3.25 | 0.00 | 0.24 | 0.67 | 0.47 | 0.31 | 0.48 | 8.54 | 7.13 | 7.78 | 2.24 | 5.35 | 7.54 | 3.48 | 1.17 | 1.06 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2025, AR inception is 04/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCEGX (THE NORTH COUNTRY EQUITY GROWTH FUND THE NORTH COUNTRY EQUITY GROWTH FUND) |
-14.35%
Feb 2006 - Feb 2009 |
-6.84%
Feb 2004 - Feb 2009 |
0.95%
Jul 2001 - Jul 2011 |
3.90%
May 2001 - May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCEGX (THE NORTH COUNTRY EQUITY GROWTH FUND THE NORTH COUNTRY EQUITY GROWTH FUND) |
20.53%
Sep 2011 - Sep 2014 |
19.21%
Feb 2009 - Feb 2014 |
14.96%
Aug 2010 - Aug 2020 |
10.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart