Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOSGX (NORTHERN SMALL CAP VALUE FUND NORTHERN SMALL CAP VALUE FUND) | 13.93% | 33.76% | 15.62% | 6.59% | 8.45% | 9.29% | 7.65% | … | … |
Data as of 06/05/2026, Common starting date is 03/31/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOSGX (NORTHERN SMALL CAP VALUE FUND NORTHERN SMALL CAP VALUE FUND) | 03/31/1994 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 33.76 | 15.62 | 6.59 | 8.45 | 9.29 | 7.65 | … | … | 13.93 | 10.64 | 5.01 | 15.67 | -10.50 | 26.17 | -2.28 | 22.30 | -13.78 | 6.03 | 26.65 | -3.33 | 7.15 | 36.36 | 13.78 | -0.61 | 24.62 | 17.77 | -23.41 | -8.74 | 20.27 | 8.07 | 22.56 | 41.56 | -6.22 | 6.14 | 7.04 | 2.32 | -9.70 | 23.76 | 12.40 | 14.63 | -4.30 |
| Sharpe Ratio | NA | 1.88 | 0.67 | 0.22 | 0.31 | NA | NA | … | … | 2.22 | 0.37 | 0.07 | 0.64 | -0.51 | 1.20 | -0.05 | 1.39 | -0.94 | 0.44 | 1.55 | -0.22 | 0.49 | 2.58 | 0.82 | -0.02 | 0.99 | 0.47 | -0.54 | -0.58 | 1.07 | 0.37 | 1.40 | 2.57 | -0.34 | 0.17 | 0.11 | -0.07 | -0.75 | 1.64 | 0.84 | 0.98 | -1.01 |
| Standard Deviation(%) | NA | 17.36 | 19.72 | 20.48 | 23.12 | NA | NA | … | … | 17.37 | 21.03 | 19.94 | 18.91 | 23.50 | 21.84 | 47.09 | 14.93 | 16.23 | 12.30 | 17.07 | 15.49 | 14.42 | 14.08 | 16.89 | 31.52 | 24.81 | 37.83 | 45.40 | 20.67 | 15.76 | 15.50 | 15.36 | 15.87 | 21.96 | 22.31 | 24.54 | 14.91 | 17.59 | 12.21 | 10.27 | 10.88 | 8.89 |
| Draw Down(%) | NA | 9.07 | 25.13 | 25.13 | 45.66 | NA | NA | … | … | 9.07 | 20.16 | 10.17 | 14.49 | 20.19 | 11.76 | 44.66 | 9.97 | 24.73 | 6.59 | 12.69 | 13.43 | 11.24 | 5.88 | 12.36 | 25.77 | 20.44 | 36.01 | 45.71 | 15.99 | 11.82 | 8.86 | 10.37 | 12.46 | 30.53 | 23.21 | 19.90 | 13.20 | 35.05 | 12.93 | 12.04 | 10.93 | 9.72 |
| Yield(%) | 0.00 | 36.06 | 24.75 | 14.37 | 11.85 | 12.59 | 9.74 | … | … | 0.00 | 34.14 | 38.55 | 7.58 | 4.90 | 17.89 | 1.89 | 8.07 | 9.11 | 9.43 | 2.90 | 4.13 | 5.48 | 9.22 | 4.30 | 0.79 | 0.84 | 0.92 | 0.82 | 7.53 | 12.51 | 8.26 | 7.04 | 1.05 | 0.43 | 5.28 | 34.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/31/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOSGX (NORTHERN SMALL CAP VALUE FUND NORTHERN SMALL CAP VALUE FUND) |
-16.84%
Feb 2006 – Feb 2009 |
-4.57%
Feb 2004 – Feb 2009 |
3.50%
Feb 1999 – Feb 2009 |
4.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOSGX (NORTHERN SMALL CAP VALUE FUND NORTHERN SMALL CAP VALUE FUND) |
31.28%
Mar 2003 – Mar 2006 |
25.01%
Feb 2009 – Feb 2014 |
15.46%
Feb 2009 – Feb 2019 |
12.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart