Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSIDX (NORTHERN SMALL CAP INDEX FUND NORTHERN SMALL CAP INDEX FUND) | 18.81% | 41.75% | 19.18% | 6.43% | 10.28% | 10.02% | 8.34% | … | … |
Data as of 06/04/2026, Common starting date is 09/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSIDX (NORTHERN SMALL CAP INDEX FUND NORTHERN SMALL CAP INDEX FUND) | 09/24/1999 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.75 | 19.18 | 6.43 | 10.28 | 10.02 | 8.34 | … | … | 18.81 | 12.88 | 11.45 | 16.87 | -20.63 | 14.38 | 19.59 | 25.22 | -11.31 | 8.68 | 21.20 | -4.63 | 4.78 | 38.64 | 16.14 | -4.50 | 26.97 | 27.22 | -33.80 | -1.87 | 17.85 | 4.20 | 17.47 | 46.09 | -21.01 | 1.62 | -4.52 | 20.94 |
| Sharpe Ratio | NA | 2.08 | 0.77 | 0.17 | 0.37 | NA | NA | … | … | 2.36 | 0.44 | 0.38 | 0.66 | -0.79 | 0.65 | 0.45 | 1.48 | -0.71 | 0.62 | 1.14 | -0.28 | 0.27 | 2.62 | 0.94 | -0.14 | 1.08 | 0.75 | -0.75 | -0.25 | 0.83 | 0.12 | 0.92 | 2.40 | -0.89 | -0.04 | -0.29 | 7.24 |
| Standard Deviation(%) | NA | 19.14 | 21.22 | 22.54 | 23.60 | NA | NA | … | … | 20.20 | 23.02 | 20.65 | 20.05 | 28.12 | 21.98 | 43.14 | 16.07 | 18.06 | 12.97 | 18.38 | 16.71 | 17.52 | 14.75 | 17.20 | 33.24 | 24.96 | 36.06 | 46.38 | 20.34 | 17.45 | 16.15 | 17.92 | 18.88 | 25.03 | 23.16 | 29.90 | 13.63 |
| Draw Down(%) | NA | 10.97 | 27.52 | 32.09 | 42.08 | NA | NA | … | … | 10.97 | 23.83 | 10.01 | 17.98 | 26.97 | 12.45 | 41.73 | 9.50 | 27.08 | 6.39 | 15.92 | 16.06 | 12.90 | 5.28 | 12.74 | 29.20 | 19.89 | 33.16 | 49.32 | 13.85 | 13.89 | 11.49 | 14.64 | 13.08 | 37.24 | 26.62 | 26.95 | 4.87 |
| Yield(%) | 0.00 | 1.85 | 4.02 | 4.59 | 6.02 | 6.90 | 5.67 | … | … | 0.00 | 1.75 | 7.07 | 2.31 | 4.71 | 12.54 | 4.07 | 2.18 | 9.53 | 1.15 | 4.84 | 6.00 | 5.52 | 6.10 | 2.59 | 0.68 | 1.38 | 1.09 | 8.88 | 8.90 | 15.58 | 1.79 | 0.36 | 0.61 | 0.78 | 0.59 | 27.91 | 1.55 |
Data as of 06/04/2026, Common starting date is 09/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSIDX (NORTHERN SMALL CAP INDEX FUND NORTHERN SMALL CAP INDEX FUND) |
-18.02%
Feb 2006 – Feb 2009 |
-6.98%
Feb 2004 – Feb 2009 |
1.62%
Feb 2000 – Feb 2010 |
5.15%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSIDX (NORTHERN SMALL CAP INDEX FUND NORTHERN SMALL CAP INDEX FUND) |
29.33%
Feb 2009 – Feb 2012 |
26.46%
Feb 2009 – Feb 2014 |
15.82%
Feb 2009 – Feb 2019 |
12.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
