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NOEQX: Northern Large Cap Growth (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/19/2013 |
| 12-Mo. Yield | 0.17% |
| Expenses | 0.86% |
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Performance Analytics (As of 12/18/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.6 | 19.4 | 14.3 | 7.0 | 2.5 | 7.9 | 10.1 | 31.8 | 15.0 | -0.5 | 15.4 | 28.6 | -40.5 | 18.0 | 8.0 | 3.9 | 4.3 | 21.1 | -24.5 | -26.5 | -3.9 | 54.6 | 35.2 | 31.8 | 12.4 |
| Sharpe Ratio | NA | 0.08 | 0.22 | 0.21 | 0.12 | NA | 0.15 | 0.07 | 2.69 | 1.04 | -0.02 | 0.8 | 1.19 | -1.11 | 0.88 | 0.39 | 0.15 | 0.27 | 1.18 | -1.28 | -1.39 | -0.22 | 2.19 | 1.36 | 0.99 | 1.23 |
| Draw Down(%) | NA | 52.6 | 52.6 | 52.6 | 52.6 | NA | 64.4 | 52.6 | 6.0 | 10.8 | 20.9 | 15.7 | 21.0 | 48.1 | 9.9 | 12.5 | 6.8 | 12.7 | 9.9 | 25.6 | 39.4 | 33.6 | 11.4 | 23.8 | 19.0 | 8.7 |
| Standard Deviation(%) | NA | 149.9 | 87.1 | 69.2 | 51.3 | NA | 41.0 | 152.3 | 11.8 | 14.5 | 26.3 | 19.1 | 23.9 | 37.2 | 17.0 | 11.7 | 10.7 | 12.2 | 17.2 | 19.9 | 21.1 | 37.2 | 23.4 | 23.3 | 28.2 | 17.2 |
| Treynor Ratio | NA | 0.14 | 0.22 | 0.15 | 0.06 | NA | 0.08 | 0.12 | 0.33 | 0.16 | -0.01 | 0.16 | 0.3 | -0.43 | 0.15 | 0.06 | 0.02 | 0.04 | 0.24 | -0.44 | -0.57 | -0.12 | 0.53 | 0.38 | 0.28 | 0.34 |
| Alpha | NA | 0.46 | 0.15 | 0.09 | 0.04 | NA | 0.04 | 0.47 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.05 | 0.05 | 0.12 | 0.03 | 0.04 | 0.07 |
| Beta | NA | 0.87 | 0.9 | 0.93 | 0.94 | NA | 0.81 | 0.88 | 0.95 | 0.95 | 0.92 | 0.95 | 0.95 | 0.96 | 0.98 | 0.83 | 0.84 | 0.8 | 0.86 | 0.58 | 0.51 | 0.68 | 0.97 | 0.83 | 1.01 | 0.63 |
| RSquared | NA | 0.0 | 0.01 | 0.04 | 0.11 | NA | 0.16 | 0.0 | 0.95 | 0.91 | 0.88 | 0.93 | 0.96 | 0.93 | 0.9 | 0.85 | 0.85 | 0.9 | 0.92 | 0.86 | 0.73 | 0.41 | 0.78 | 0.74 | 0.51 | 0.33 |
| Yield(%) | N/A | 0.2 | 0.2 | 0.2 | 0.3 | 1.0 | N/A | 0.0 | 0.2 | 0.2 | 0.0 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.2 | 0.4 | 0.0 | 0.0 | 0.1 | 12.2 | 5.2 | 7.3 | 15.4 | 4.7 |
| Dividend Growth(%) | N/A | 3.8 | -49.3 | -34.8 | N/A | N/A | N/A | -100.0 | 3.8 | N/A | -100.0 | -16.7 | -25.0 | 1.1 | 16.0 | 127.3 | -49.2 | N/A | N/A | -100.0 | -99.2 | 254.6 | -9.2 | -44.7 | 249.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See LARGE GROWTH Asset Class Trend Rankings |
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