Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/28/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NTCHX (NORTHERN TECHNOLOGY FUND NORTHERN TECHNOLOGY FUND) | NA | 16.79% | 6.32% | 11.98% | 6.95% | 9.32% | 6.90% | 7.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTCHX (NORTHERN TECHNOLOGY FUND NORTHERN TECHNOLOGY FUND) | 11/05/1996 | 12/28/2017 |
The return data shown below all have the same latest date: 12/28/2017.
AR inception is since 11/05/1996.
AR inception is since 11/05/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.21 | 16.79 | 6.32 | 11.98 | 6.95 | 9.32 | 6.90 | 7.57 | 17.43 | 1.98 | 2.24 | 16.05 | 21.91 | 13.40 | -2.72 | 24.40 | 42.67 | -41.70 | 16.39 | 5.51 | -1.63 | 3.05 | 55.00 | -40.20 | -34.47 | -42.65 | 137.40 | 83.12 | 17.28 | 5.96 |
| Sharpe Ratio | NA | 1.86 | 0.39 | 0.80 | 0.31 | NA | NA | 0.21 | 1.95 | 0.10 | 0.13 | 1.03 | 1.58 | 0.72 | -0.10 | 1.17 | 1.71 | -1.14 | 0.76 | 0.14 | -0.28 | 0.10 | 2.05 | -1.01 | -0.75 | -0.74 | 3.46 | 2.29 | 0.41 | 1.81 |
| Standard Deviation(%) | NA | 8.67 | 14.81 | 14.79 | 21.57 | NA | NA | 29.68 | 8.68 | 17.52 | 16.57 | 15.63 | 13.85 | 18.61 | 27.70 | 20.75 | 24.93 | 37.21 | 17.69 | 15.60 | 13.77 | 21.15 | 26.43 | 41.06 | 49.91 | 62.90 | 38.74 | 34.88 | 33.75 | 24.02 |
| Draw Down(%) | NA | 4.64 | 23.24 | 23.24 | 50.24 | NA | NA | 87.49 | 4.64 | 18.36 | 13.88 | 10.03 | 7.57 | 16.73 | 24.86 | 13.02 | 16.69 | 49.75 | 11.05 | 16.56 | 16.92 | 25.79 | 14.56 | 52.86 | 58.22 | 64.24 | 13.47 | 28.75 | 25.56 | 8.08 |
| Yield(%) | 0.00 | 0.00 | 5.24 | 4.60 | 2.57 | 3.34 | 8.07 | 9.05 | 0.00 | 4.43 | 12.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.62 | 0.00 | 23.56 | 22.21 | 4.61 | 6.97 | 1.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTCHX (NORTHERN TECHNOLOGY FUND NORTHERN TECHNOLOGY FUND) |
-45.48%
Feb 2000 - Feb 2003 |
-25.08%
Feb 2000 - Feb 2005 |
-12.98%
Feb 2000 - Feb 2010 |
-4.26%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTCHX (NORTHERN TECHNOLOGY FUND NORTHERN TECHNOLOGY FUND) |
94.55%
Feb 1997 - Feb 2000 |
22.12%
Feb 2009 - Feb 2014 |
9.50%
Sep 2002 - Sep 2012 |
10.51%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart