Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSOPX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS A SHARES) | 8.25% | 27.42% | 13.63% | 3.65% | 8.36% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSOPX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS A SHARES) | 12/27/2011 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 27.42 | 13.63 | 3.65 | 8.36 | NA | NA | … | … | 8.25 | 12.32 | 10.55 | 13.40 | -25.84 | 17.97 | 17.34 | 26.19 | -10.38 | 11.98 | 14.59 | -9.84 | 7.07 | 30.06 | 6.11 | 0.19 |
| Sharpe Ratio | NA | 2.54 | 0.86 | 0.09 | 0.43 | NA | NA | … | … | 1.92 | 0.63 | 0.57 | 0.81 | -1.34 | 1.53 | 0.58 | 2.13 | -0.82 | 1.53 | 1.04 | -0.71 | 0.72 | 3.00 | 0.54 | 1.76 |
| Standard Deviation(%) | NA | 10.48 | 12.99 | 14.63 | 15.73 | NA | NA | … | … | 11.40 | 15.16 | 12.20 | 12.11 | 20.48 | 11.73 | 29.32 | 11.61 | 14.35 | 7.43 | 13.88 | 13.82 | 9.83 | 10.01 | 11.22 | 10.06 |
| Draw Down(%) | NA | 7.46 | 18.28 | 30.28 | 33.34 | NA | NA | … | … | 7.46 | 17.38 | 7.80 | 12.54 | 27.35 | 6.73 | 33.34 | 6.98 | 22.19 | 4.79 | 13.01 | 19.23 | 6.71 | 5.35 | 10.63 | 0.58 |
| Yield(%) | 0.00 | 6.06 | 4.55 | 2.36 | 3.14 | 4.13 | 3.10 | … | … | 0.24 | 6.12 | 4.07 | 2.63 | 0.35 | 0.10 | 0.45 | 1.40 | 5.42 | 1.79 | 1.00 | 2.25 | 8.79 | 12.83 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NSOPX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS A SHARES) |
-2.64%
Apr 2021 – Apr 2024 |
0.76%
Mar 2015 – Mar 2020 |
4.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSOPX (NORTH STAR OPPORTUNITY FUND NORTH STAR OPPORTUNITY FUND CLASS A SHARES) |
20.43%
Dec 2018 – Dec 2021 |
13.97%
Jun 2016 – Jun 2021 |
9.46%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart