Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSRKX (Northern Global Sustainability Index Fund Class K) | 8.90% | 25.54% | 20.07% | 11.77% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSRKX (Northern Global Sustainability Index Fund Class K) | 08/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 25.54 | 20.07 | 11.77 | NA | NA | NA | … | … | 8.90 | 21.08 | 17.16 | 25.59 | -19.40 | 24.68 | 15.50 |
| Sharpe Ratio | NA | 1.92 | 1.20 | 0.57 | NA | NA | NA | … | … | 1.48 | 1.08 | 1.02 | 1.74 | -0.90 | 2.00 | 2.65 |
| Standard Deviation(%) | NA | 12.61 | 14.60 | 16.34 | NA | NA | NA | … | … | 15.09 | 16.99 | 13.29 | 12.69 | 23.15 | 12.32 | 15.60 |
| Draw Down(%) | NA | 10.32 | 17.30 | 27.84 | NA | NA | NA | … | … | 10.32 | 17.16 | 8.90 | 10.27 | 27.74 | 5.31 | 8.09 |
| Yield(%) | 0.00 | 6.21 | 5.54 | 4.56 | 3.08 | 2.06 | 1.54 | … | … | 0.00 | 6.54 | 6.28 | 1.99 | 1.54 | 6.28 | 1.86 |
Data as of 06/03/2026, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRKX (Northern Global Sustainability Index Fund Class K) |
5.85%
Dec 2021 – Dec 2024 |
10.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRKX (Northern Global Sustainability Index Fund Class K) |
23.73%
Sep 2022 – Sep 2025 |
15.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart