Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUEIX (Northern U.S. Quality ESG Fund Class I) | 8.34% | 24.12% | 19.51% | 11.58% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUEIX (Northern U.S. Quality ESG Fund Class I) | 08/24/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 24.12 | 19.51 | 11.58 | NA | NA | NA | … | … | 8.34 | 15.20 | 20.55 | 25.17 | -18.94 | 31.20 | 9.42 |
| Sharpe Ratio | NA | 1.77 | 1.12 | 0.53 | NA | NA | NA | … | … | 1.26 | 0.66 | 1.30 | 1.59 | -0.83 | 2.36 | 1.56 |
| Standard Deviation(%) | NA | 12.37 | 15.08 | 17.20 | NA | NA | NA | … | … | 14.20 | 18.67 | 13.01 | 13.64 | 24.63 | 13.23 | 18.37 |
| Draw Down(%) | NA | 9.65 | 19.40 | 24.99 | NA | NA | NA | … | … | 9.65 | 19.05 | 7.79 | 10.62 | 24.87 | 5.38 | 9.71 |
| Yield(%) | 0.00 | 12.62 | 6.71 | 5.67 | 3.68 | 2.45 | 1.84 | … | … | 0.00 | 12.91 | 1.74 | 1.83 | 2.87 | 7.41 | 1.09 |
Data as of 06/04/2026, Common starting date is 08/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUEIX (Northern U.S. Quality ESG Fund Class I) |
6.45%
Apr 2021 – Apr 2024 |
10.14%
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 |
|---|---|---|---|---|
| NUEIX (Northern U.S. Quality ESG Fund Class I) |
22.11%
Sep 2022 – Sep 2025 |
16.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart