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Performance Comparison
Comparison Box

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