Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOLVX (NORTHERN LARGE CAP VALUE FUND NORTHERN LARGE CAP VALUE FUND) | 10.84% | 29.03% | 18.18% | 7.32% | 9.75% | 9.59% | 7.20% | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOLVX (NORTHERN LARGE CAP VALUE FUND NORTHERN LARGE CAP VALUE FUND) | 08/03/2000 | 06/05/2026 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 29.03 | 18.18 | 7.32 | 9.75 | 9.59 | 7.20 | … | … | 10.84 | 18.01 | 13.56 | 10.10 | -12.24 | 20.77 | 1.32 | 25.94 | -8.50 | 12.54 | 16.95 | -5.98 | 10.61 | 35.59 | 13.74 | -8.90 | 14.01 | 25.42 | -34.09 | -3.64 | 19.30 | 3.33 | 10.84 | 30.70 | -14.93 | 1.87 | 11.73 |
| Sharpe Ratio | NA | 2.47 | 1.17 | 0.32 | 0.45 | NA | NA | … | … | 2.33 | 0.93 | 0.87 | 0.49 | -0.63 | 1.46 | 0.03 | 2.01 | -0.64 | 1.50 | 1.09 | -0.39 | 0.93 | 3.16 | 0.98 | -0.33 | 0.74 | 0.80 | -0.85 | -0.46 | 1.74 | 0.11 | 0.93 | 1.87 | -0.67 | -0.03 | 1.73 |
| Standard Deviation(%) | NA | 10.69 | 13.32 | 15.64 | 18.18 | NA | NA | … | … | 11.48 | 16.35 | 11.47 | 13.30 | 21.81 | 14.25 | 38.00 | 12.16 | 15.42 | 7.98 | 15.30 | 15.42 | 11.40 | 11.23 | 14.16 | 26.90 | 18.76 | 31.54 | 41.17 | 14.72 | 9.15 | 9.84 | 10.59 | 16.01 | 23.99 | 17.29 | 15.53 |
| Draw Down(%) | NA | 6.18 | 16.01 | 21.70 | 39.75 | NA | NA | … | … | 6.18 | 15.67 | 7.17 | 10.83 | 18.95 | 8.60 | 39.75 | 7.26 | 18.67 | 4.74 | 12.28 | 13.73 | 7.67 | 5.11 | 11.86 | 28.18 | 15.89 | 31.22 | 46.75 | 14.89 | 6.65 | 6.43 | 6.11 | 14.65 | 31.64 | 17.96 | 7.85 |
| Yield(%) | 0.00 | 5.22 | 6.78 | 4.01 | 4.36 | 4.93 | 4.20 | … | … | 0.00 | 5.30 | 8.16 | 5.81 | 1.11 | 2.41 | 1.46 | 2.47 | 1.53 | 2.55 | 1.76 | 1.55 | 2.81 | 2.50 | 3.16 | 1.42 | 2.55 | 2.40 | 2.25 | 13.52 | 11.87 | 9.21 | 1.17 | 1.36 | 0.98 | 0.79 | 0.41 |
Data as of 06/05/2026, Common starting date is 08/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOLVX (NORTHERN LARGE CAP VALUE FUND NORTHERN LARGE CAP VALUE FUND) |
-16.99%
Feb 2006 – Feb 2009 |
-8.19%
Feb 2004 – Feb 2009 |
1.67%
Sep 2001 – Sep 2011 |
3.83%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOLVX (NORTHERN LARGE CAP VALUE FUND NORTHERN LARGE CAP VALUE FUND) |
22.87%
Sep 2011 – Sep 2014 |
20.21%
Feb 2009 – Feb 2014 |
13.65%
Feb 2009 – Feb 2019 |
11.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart