Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUESX (Northern U.S. Quality ESG Fund) | 5.92% | 21.75% | 18.70% | 11.14% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUESX (Northern U.S. Quality ESG Fund) | 10/09/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 21.75 | 18.70 | 11.14 | NA | NA | NA | … | … | 5.92 | 3.74 | 20.72 | 25.21 | -18.84 | 31.27 | 20.15 | 31.40 | -4.83 | 5.30 |
| Sharpe Ratio | NA | 1.78 | 1.13 | 0.54 | NA | NA | NA | … | … | 1.26 | 0.04 | 1.37 | 1.59 | -0.83 | 2.35 | 0.57 | 2.29 | -0.37 | 4.38 |
| Standard Deviation(%) | NA | 12.34 | 14.93 | 17.09 | NA | NA | NA | … | … | 14.16 | 21.59 | 12.48 | 13.70 | 24.46 | 13.32 | 34.48 | 13.07 | 16.98 | 5.66 |
| Draw Down(%) | NA | 9.63 | 19.37 | 24.95 | NA | NA | NA | … | … | 9.63 | 19.04 | 7.78 | 10.59 | 24.83 | 5.43 | 33.33 | 6.93 | 20.40 | 0.98 |
| Yield(%) | 0.00 | 12.70 | 6.78 | 5.72 | 5.67 | 3.78 | 2.83 | … | … | 0.00 | 12.97 | 1.81 | 1.91 | 2.89 | 7.49 | 1.88 | 2.09 | 2.25 | 0.33 |
Data as of 06/05/2026, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUESX (Northern U.S. Quality ESG Fund) |
6.55%
Apr 2021 – Apr 2024 |
9.87%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUESX (Northern U.S. Quality ESG Fund) |
27.50%
Dec 2018 – Dec 2021 |
17.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart