Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSRIX (NORTHERN GLOBAL SUSTAINABILITY INDEX FUND NORTHERN GLOBAL SUSTAINABILITY INDEX FUND) | 7.24% | 24.06% | 19.41% | 10.19% | 12.20% | 10.65% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSRIX (NORTHERN GLOBAL SUSTAINABILITY INDEX FUND NORTHERN GLOBAL SUSTAINABILITY INDEX FUND) | 03/07/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 24.06 | 19.41 | 10.19 | 12.20 | 10.65 | NA | … | … | 7.24 | 21.03 | 17.22 | 25.44 | -19.73 | 19.80 | 15.49 | 28.28 | -7.62 | 21.21 | 7.53 | -0.87 | 4.84 | 26.96 | 15.08 | -5.68 | 10.43 | 28.33 | -33.81 |
| Sharpe Ratio | NA | 1.91 | 1.20 | 0.51 | 0.63 | NA | NA | … | … | 1.47 | 1.07 | 1.05 | 1.71 | -0.92 | 1.50 | 0.47 | 2.41 | -0.62 | 3.27 | 0.51 | -0.06 | 0.46 | 2.39 | 1.07 | -0.23 | 0.52 | 1.01 | -0.92 |
| Standard Deviation(%) | NA | 12.67 | 14.53 | 16.41 | 17.16 | NA | NA | … | … | 15.13 | 17.01 | 12.95 | 12.82 | 23.04 | 13.17 | 32.39 | 11.13 | 14.56 | 6.31 | 14.46 | 14.64 | 10.51 | 11.28 | 14.12 | 24.93 | 19.81 | 27.92 | 43.62 |
| Draw Down(%) | NA | 10.36 | 17.29 | 30.62 | 33.66 | NA | NA | … | … | 10.36 | 17.17 | 8.95 | 10.32 | 27.75 | 8.37 | 33.66 | 5.60 | 18.03 | 2.01 | 11.11 | 13.54 | 9.29 | 7.89 | 12.85 | 21.73 | 16.25 | 28.64 | 50.00 |
| Yield(%) | 0.00 | 6.19 | 5.48 | 3.59 | 4.71 | 4.95 | 3.60 | … | … | 0.00 | 6.49 | 6.21 | 1.94 | 1.22 | 1.58 | 1.83 | 3.39 | 3.07 | 3.67 | 3.66 | 3.62 | 2.30 | 2.17 | 2.94 | 1.77 | 1.58 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRIX (NORTHERN GLOBAL SUSTAINABILITY INDEX FUND NORTHERN GLOBAL SUSTAINABILITY INDEX FUND) |
-2.86%
May 2008 – May 2011 |
0.90%
May 2008 – May 2013 |
4.88%
May 2008 – May 2018 |
5.75%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRIX (NORTHERN GLOBAL SUSTAINABILITY INDEX FUND NORTHERN GLOBAL SUSTAINABILITY INDEX FUND) |
23.53%
Sep 2022 – Sep 2025 |
19.74%
Feb 2009 – Feb 2014 |
12.88%
Feb 2009 – Feb 2019 |
12.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart