Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NOEMX (Northern Emerging Markets Equity Fun) | 17.41% | 18.66% | 9.95% | 4.79% | 5.46% | 3.37% | NA | 3.90% |
Data as of 08/01/2025, AR inception is 04/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOEMX (Northern Emerging Markets Equity Fun) | 04/26/2006 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | 18.66 | 9.95 | 4.79 | 5.46 | 3.37 | NA | 3.90 | 17.41 | 7.20 | 9.10 | -20.52 | -3.36 | 17.63 | 18.32 | -15.04 | 37.34 | 10.63 | -15.31 | -3.17 | -3.03 | 18.74 | -19.16 | 18.35 | 72.53 | -53.01 | 36.55 | 9.17 |
| Sharpe Ratio | NA | 0.94 | 0.43 | 0.17 | 0.22 | NA | NA | 0.13 | 1.69 | 0.04 | 0.37 | -1.07 | -0.21 | 0.58 | 1.29 | -0.93 | 3.84 | 0.59 | -0.87 | -0.26 | -0.22 | 1.17 | -0.75 | 0.88 | 2.36 | -1.07 | 1.46 | 0.52 |
| Standard Deviation(%) | NA | 16.51 | 15.14 | 16.21 | 17.85 | NA | NA | 22.00 | 17.10 | 13.90 | 13.30 | 20.46 | 15.95 | 29.83 | 13.08 | 17.73 | 9.59 | 17.79 | 17.71 | 12.47 | 13.70 | 16.09 | 25.49 | 20.86 | 30.70 | 50.45 | 23.04 | 19.99 |
| Draw Down(%) | NA | 16.33 | 17.25 | 39.49 | 39.49 | NA | NA | 66.68 | 14.46 | 10.06 | 12.93 | 32.08 | 16.49 | 33.47 | 11.71 | 26.30 | 4.89 | 12.30 | 27.94 | 17.30 | 17.42 | 17.32 | 29.50 | 16.86 | 23.85 | 64.14 | 17.10 | 24.43 |
| Yield(%) | 0.00 | 2.93 | 3.07 | 2.84 | 3.01 | 2.41 | 2.55 | 2.69 | 0.00 | 3.13 | 4.04 | 1.87 | 2.68 | 2.67 | 3.72 | 2.24 | 2.32 | 2.15 | 2.11 | 2.62 | 1.87 | 2.62 | 1.18 | 1.93 | 1.76 | 2.20 | 4.22 | 0.61 |
Data as of 08/01/2025, AR inception is 04/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOEMX (Northern Emerging Markets Equity Fun) |
-9.28%
Jan 2013 - Jan 2016 |
-6.16%
Jan 2011 - Jan 2016 |
-0.15%
Oct 2007 - Oct 2017 |
-1.32%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOEMX (Northern Emerging Markets Equity Fun) |
30.91%
Feb 2009 - Feb 2012 |
16.13%
Feb 2009 - Feb 2014 |
9.76%
Feb 2009 - Feb 2019 |
6.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart