Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
NOSIX (NORTHERN STOCK INDEX FUND NORTHERN STOCK INDEX FUND) | -5.92% | 7.69% | 7.55% | 12.86% | 10.42% | 11.72% | 9.41% | 8.85% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
NOSIX (NORTHERN STOCK INDEX FUND NORTHERN STOCK INDEX FUND) | 10/07/1996 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 10/07/1996.
AR inception is since 10/07/1996.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 7.19 | 7.69 | 7.55 | 12.86 | 10.42 | 11.72 | 9.41 | 8.85 | -5.92 | 23.30 | 21.95 | -20.57 | 25.91 | 15.44 | 31.35 | -4.54 | 20.03 | 11.88 | 1.25 | 13.58 | 32.23 | 15.85 | 1.90 | 14.83 | 26.20 | -37.16 | 5.24 | 15.56 | 4.61 | 10.24 | 27.92 | -22.56 | -12.34 | -9.10 | 20.34 | 27.95 | 32.92 | 5.38 |
Sharpe Ratio | NA | 0.14 | 0.16 | 0.57 | 0.47 | NA | NA | 0.35 | -0.73 | 1.31 | 1.34 | -0.89 | 1.93 | 0.44 | 2.40 | -0.34 | 2.86 | 0.89 | 0.08 | 1.19 | 2.95 | 1.25 | 0.08 | 0.81 | 0.96 | -0.91 | 0.14 | 1.23 | 0.24 | 0.84 | 1.59 | -0.91 | -0.69 | -0.55 | 0.94 | 1.21 | 0.84 | 2.00 |
Standard Deviation(%) | NA | 19.40 | 18.85 | 18.16 | 18.55 | NA | NA | 20.40 | 28.60 | 12.75 | 13.28 | 24.65 | 13.43 | 34.69 | 12.48 | 17.12 | 6.81 | 13.10 | 15.52 | 11.36 | 10.90 | 12.77 | 23.38 | 18.21 | 27.22 | 41.86 | 15.98 | 10.07 | 10.28 | 11.11 | 17.09 | 25.92 | 21.72 | 24.21 | 18.13 | 20.36 | 34.90 | 10.86 |
Draw Down(%) | NA | 19.16 | 19.16 | 24.73 | 33.82 | NA | NA | 55.42 | 18.99 | 8.45 | 9.92 | 24.53 | 5.11 | 33.82 | 6.63 | 19.43 | 2.61 | 10.25 | 12.04 | 7.34 | 5.60 | 9.61 | 18.72 | 15.63 | 27.23 | 47.82 | 9.89 | 7.45 | 6.97 | 7.62 | 13.86 | 33.17 | 29.53 | 20.54 | 11.92 | 19.22 | 21.93 | 4.64 |
Yield(%) | 0.00 | 1.13 | 1.45 | 2.00 | 2.98 | 4.43 | 3.95 | 5.18 | 0.00 | 1.55 | 1.88 | 1.30 | 1.45 | 1.72 | 3.09 | 4.36 | 2.02 | 3.04 | 3.28 | 2.89 | 2.60 | 2.33 | 1.77 | 1.73 | 1.99 | 1.68 | 1.76 | 1.76 | 1.56 | 1.51 | 1.35 | 0.91 | 0.89 | 7.15 | 1.47 | 2.49 | 6.27 | 0.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
NOSIX (NORTHERN STOCK INDEX FUND NORTHERN STOCK INDEX FUND) |
-16.41%
Mar 2000 - Mar 2003 |
-6.91%
Feb 2004 - Feb 2009 |
-3.79%
Feb 1999 - Feb 2009 |
3.49%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
NOSIX (NORTHERN STOCK INDEX FUND NORTHERN STOCK INDEX FUND) |
26.96%
Dec 1996 - Dec 1999 |
22.80%
Feb 2009 - Feb 2014 |
16.35%
Feb 2009 - Feb 2019 |
14.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart