Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSOIX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS I SHARES) | 9.46% | 29.28% | 14.29% | 4.05% | 8.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSOIX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS I SHARES) | 12/27/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 29.28 | 14.29 | 4.05 | 8.64 | NA | NA | … | … | 9.46 | 12.60 | 10.84 | 13.65 | -25.65 | 18.29 | 17.59 | 26.60 | -10.18 | 12.25 | 14.74 | -9.93 | 6.91 | 30.07 | 10.66 | 0.19 |
| Sharpe Ratio | NA | 2.56 | 0.87 | 0.11 | 0.45 | NA | NA | … | … | 1.93 | 0.64 | 0.59 | 0.83 | -1.33 | 1.56 | 0.59 | 2.15 | -0.81 | 1.57 | 1.04 | -0.72 | 0.70 | 3.02 | 1.00 | 1.76 |
| Standard Deviation(%) | NA | 10.52 | 13.03 | 14.65 | 15.74 | NA | NA | … | … | 11.45 | 15.23 | 12.21 | 12.17 | 20.44 | 11.70 | 29.30 | 11.66 | 14.37 | 7.40 | 13.95 | 13.85 | 9.79 | 9.95 | 10.67 | 10.06 |
| Draw Down(%) | NA | 7.38 | 18.24 | 29.99 | 33.29 | NA | NA | … | … | 7.38 | 17.38 | 7.85 | 12.56 | 27.23 | 6.73 | 33.29 | 6.94 | 22.13 | 4.81 | 13.14 | 19.32 | 6.73 | 5.42 | 9.98 | 0.58 |
| Yield(%) | 0.00 | 6.39 | 4.87 | 2.64 | 3.50 | 4.70 | 3.53 | … | … | 0.28 | 6.49 | 4.37 | 2.93 | 0.84 | 0.29 | 0.61 | 1.67 | 5.70 | 2.08 | 1.19 | 2.25 | 8.78 | 12.83 | 4.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSOIX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS I SHARES) |
-2.41%
Apr 2021 – Apr 2024 |
0.94%
Mar 2015 – Mar 2020 |
4.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSOIX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS I SHARES) |
20.76%
Dec 2018 – Dec 2021 |
14.26%
Feb 2016 – Feb 2021 |
10.05%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart