Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) | 9.34% | 21.82% | 15.90% | 15.23% | 12.15% | 12.12% | 9.94% | 10.07% |
Data as of 08/06/2025, AR inception is 03/31/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) | 03/31/1994 | 08/06/2025 |
| 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 21.82 | 15.90 | 15.23 | 12.15 | 12.12 | 9.94 | 10.07 | 9.34 | 24.45 | 19.56 | -13.38 | 27.92 | 11.03 | 27.04 | -6.61 | 20.22 | 11.38 | 0.43 | 10.06 | 24.86 | 10.62 | 2.18 | 16.24 | 32.25 | -30.81 | 5.41 | 18.27 | 5.85 | 10.36 | 20.15 | -4.05 | -1.98 | 9.30 | 10.17 | 9.57 | 21.77 | 20.89 | 18.90 | -2.44 |
| Sharpe Ratio | NA | 0.77 | 0.77 | 0.83 | 0.59 | NA | NA | 0.54 | 0.60 | 1.52 | 1.20 | -0.66 | 2.17 | 0.30 | 2.06 | -0.48 | 3.03 | 1.00 | 0.03 | 0.99 | 2.78 | 1.08 | 0.13 | 1.17 | 1.65 | -1.08 | 0.22 | 2.08 | 0.60 | 1.38 | 3.01 | -0.45 | -0.43 | 0.20 | 0.64 | 0.48 | 1.27 | 1.24 | 2.81 | -1.23 |
| Standard Deviation(%) | NA | 18.41 | 16.28 | 16.50 | 18.08 | NA | NA | 15.26 | 21.52 | 11.73 | 12.90 | 22.47 | 12.87 | 36.15 | 12.47 | 16.45 | 6.49 | 11.16 | 14.51 | 10.19 | 8.94 | 9.87 | 16.99 | 13.85 | 19.49 | 29.19 | 11.00 | 7.26 | 6.13 | 6.81 | 6.46 | 11.35 | 10.18 | 25.94 | 10.87 | 13.13 | 14.31 | 13.95 | 5.37 | 5.25 |
| Draw Down(%) | NA | 18.06 | 18.06 | 21.93 | 35.31 | NA | NA | 45.66 | 18.06 | 6.74 | 9.61 | 21.76 | 4.86 | 35.31 | 7.09 | 19.39 | 2.21 | 7.20 | 12.02 | 7.30 | 5.87 | 8.14 | 17.09 | 10.91 | 21.02 | 41.92 | 8.71 | 6.48 | 5.52 | 5.01 | 4.59 | 16.59 | 12.17 | 21.39 | 9.18 | 17.53 | 10.30 | 8.84 | 2.86 | 5.99 |
| Yield(%) | 0.00 | 6.06 | 6.45 | 9.06 | 8.83 | 10.48 | 8.32 | 9.91 | 0.54 | 7.18 | 7.87 | 4.43 | 16.35 | 7.84 | 9.99 | 12.64 | 8.37 | 3.31 | 5.36 | 28.93 | 5.81 | 2.49 | 2.15 | 2.56 | 2.64 | 3.23 | 8.43 | 6.85 | 11.02 | 6.26 | 4.32 | 3.71 | 3.26 | 16.80 | 6.41 | 8.98 | 12.53 | 12.62 | 3.37 | 2.19 |
Data as of 08/06/2025, AR inception is 03/31/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) |
-9.65%
Feb 2006 - Feb 2009 |
-3.01%
Feb 2004 - Feb 2009 |
1.79%
Feb 1999 - Feb 2009 |
6.40%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) |
24.15%
Feb 2009 - Feb 2012 |
20.20%
Feb 2009 - Feb 2014 |
14.32%
Feb 2009 - Feb 2019 |
13.65%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart