Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NSGRX (NORTHERN SMALL CAP CORE FUND NORTHERN SMALL CAP CORE FUND) | -1.11% | 0.20% | 9.77% | 10.80% | 7.26% | 10.45% | 8.17% | 7.48% |
Data as of 07/15/2025, AR inception is 10/25/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSGRX (NORTHERN SMALL CAP CORE FUND NORTHERN SMALL CAP CORE FUND) | 10/25/1999 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 0.20 | 9.77 | 10.80 | 7.26 | 10.45 | 8.17 | 7.48 | -1.11 | 10.44 | 16.96 | -16.14 | 19.99 | 14.53 | 23.30 | -10.22 | 13.05 | 20.73 | -4.31 | 6.61 | 38.69 | 17.12 | -2.49 | 25.91 | 33.14 | -40.03 | 10.15 | 17.75 | 7.58 | 7.31 | 35.24 | -24.65 | -21.91 | -7.32 | 52.28 |
| Sharpe Ratio | NA | 0.06 | 0.31 | 0.43 | 0.26 | NA | NA | 0.25 | -0.08 | 0.36 | 0.52 | -0.68 | 0.99 | 0.34 | 1.45 | -0.69 | 1.09 | 1.19 | -0.27 | 0.43 | 2.74 | 1.04 | -0.08 | 1.08 | 1.06 | -0.98 | 0.36 | 0.76 | 0.38 | 0.34 | 1.67 | -1.09 | -0.91 | -0.30 | 46.17 |
| Standard Deviation(%) | NA | 23.10 | 23.54 | 23.00 | 23.04 | NA | NA | 24.20 | 24.40 | 19.17 | 26.02 | 26.09 | 20.21 | 42.13 | 15.09 | 16.92 | 11.47 | 17.21 | 15.98 | 15.38 | 14.12 | 16.49 | 31.84 | 24.01 | 31.10 | 41.90 | 19.60 | 18.99 | 14.15 | 18.80 | 20.68 | 23.76 | 27.14 | 38.79 | 18.40 |
| Draw Down(%) | NA | 26.05 | 26.05 | 27.42 | 40.37 | NA | NA | 64.66 | 22.05 | 9.30 | 15.04 | 24.20 | 10.29 | 40.37 | 8.55 | 25.11 | 5.72 | 14.74 | 15.16 | 11.04 | 5.11 | 12.03 | 27.76 | 17.99 | 25.22 | 52.61 | 12.08 | 17.46 | 9.22 | 19.85 | 13.22 | 29.67 | 37.70 | 40.04 | 4.53 |
| Yield(%) | 0.00 | 15.29 | 9.03 | 10.86 | 7.34 | 11.02 | 8.94 | 8.43 | 0.00 | 16.76 | 7.58 | 0.45 | 16.48 | 5.45 | 7.28 | 1.11 | 4.69 | 0.83 | 3.12 | 5.11 | 10.19 | 1.67 | 0.24 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.65 | 0.00 | 14.96 | 0.65 |
Data as of 07/15/2025, AR inception is 10/25/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSGRX (NORTHERN SMALL CAP CORE FUND NORTHERN SMALL CAP CORE FUND) |
-26.17%
Feb 2000 - Feb 2003 |
-9.04%
Feb 2000 - Feb 2005 |
-3.79%
Feb 2000 - Feb 2010 |
2.43%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSGRX (NORTHERN SMALL CAP CORE FUND NORTHERN SMALL CAP CORE FUND) |
27.72%
Feb 2009 - Feb 2012 |
25.77%
Feb 2009 - Feb 2014 |
16.17%
Feb 2009 - Feb 2019 |
13.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart