Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSCKX (Northern Small Cap Core Fund Class K) | 15.75% | 34.35% | 17.40% | 7.37% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSCKX (Northern Small Cap Core Fund Class K) | 08/03/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 34.35 | 17.40 | 7.37 | NA | NA | NA | … | … | 15.75 | 10.66 | 9.18 | 18.57 | -16.08 | 20.13 | 27.41 |
| Sharpe Ratio | NA | 1.97 | 0.76 | 0.24 | NA | NA | NA | … | … | 2.37 | 0.37 | 0.28 | 0.83 | -0.69 | 1.00 | 3.82 |
| Standard Deviation(%) | NA | 17.29 | 19.61 | 20.71 | NA | NA | NA | … | … | 18.06 | 21.33 | 19.75 | 18.07 | 25.64 | 20.17 | 20.64 |
| Draw Down(%) | NA | 8.65 | 26.04 | 27.33 | NA | NA | NA | … | … | 8.65 | 22.04 | 9.31 | 15.02 | 24.13 | 10.24 | 8.76 |
| Yield(%) | 0.00 | 15.93 | 13.53 | 9.01 | 7.01 | 4.67 | 3.50 | … | … | 0.00 | 15.20 | 16.97 | 7.63 | 0.56 | 16.51 | 6.07 |
Data as of 06/03/2026, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCKX (Northern Small Cap Core Fund Class K) |
0.28%
Apr 2021 – Apr 2024 |
5.35%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCKX (Northern Small Cap Core Fund Class K) |
18.87%
May 2023 – May 2026 |
12.64%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart