Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCEGX (THE NORTH COUNTRY EQUITY GROWTH FUND THE NORTH COUNTRY EQUITY GROWTH FUND) | 5.66% | 20.55% | 19.87% | 6.86% | 10.94% | 10.96% | 8.23% | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.20 | 20.55 | 19.87 | 6.86 | 10.94 | 10.96 | 8.23 | … | … | 5.66 | 13.28 | 27.49 | 24.09 | -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 | 1.49 | 1.15 | 0.25 | 0.50 | NA | NA | … | … | 0.78 | 0.57 | 1.84 | 1.65 | -1.19 | 0.94 | 0.35 | 2.19 | -0.26 | 2.96 | 0.41 | 0.27 | 0.74 | 2.77 | 0.96 | 0.04 | 0.60 | 0.95 | -1.04 | 0.28 | 0.89 | 0.20 | 0.62 | 1.61 | -0.92 | -0.18 |
| Standard Deviation(%) | NA | 12.66 | 14.91 | 17.64 | 18.76 | NA | NA | … | … | 15.02 | 18.37 | 12.96 | 12.46 | 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 | 11.84 | 20.00 | 34.94 | 34.94 | NA | NA | … | … | 11.84 | 19.74 | 8.80 | 9.63 | 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 | 3.14 | 10.96 | 5.43 | 7.24 | 8.42 | 6.45 | … | … | 0.00 | 3.12 | 14.32 | 17.31 | 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 06/04/2026, Common starting date 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) |
21.47%
Dec 2022 – Dec 2025 |
19.21%
Feb 2009 – Feb 2014 |
14.96%
Aug 2010 – Aug 2020 |
11.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart