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NOMIX: NORTHERN MID CAP INDEX FUND NORTHERN MID CAP INDEX FUND (MUTUAL FUND)
Basic Info 23.36 0.46(1.93%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.18% |
| Expenses | 0.10% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 12.3 | 23.9 | 15.5 | 4.1 | 8.1 | 8.9 | 8.2 | 8.5 | 7.5 | 13.8 | 16.4 | -20.2 | 13.7 | 9.7 | 25.9 | -11.3 | 9.3 | 20.6 | -2.4 | 9.7 | 33.2 | 17.6 | -2.1 | 26.3 | 37.1 | -36.6 | 7.6 | 10.0 | 11.0 |
| Sharpe Ratio | NA | 1.96 | 1.48 | 0.76 | 0.08 | 0.3 | NA | NA | 0.32 | 0.22 | 0.64 | 0.74 | -0.78 | 0.66 | 0.23 | 1.71 | -0.78 | 0.77 | 1.29 | -0.16 | 0.74 | 2.51 | 1.11 | -0.07 | 1.25 | 1.15 | -0.84 | 0.28 | 0.48 | 1.0 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.1 | 31.0 | 42.0 | NA | NA | 55.5 | 22.0 | 8.3 | 14.4 | 22.7 | 15.9 | 42.0 | 8.5 | 23.2 | 6.0 | 11.3 | 12.6 | 10.6 | 7.3 | 11.1 | 26.3 | 17.4 | 27.4 | 53.3 | 11.4 | 12.6 | 7.1 |
| Standard Deviation(%) | NA | 16.9 | 15.4 | 17.9 | 20.7 | 21.8 | NA | NA | 22.4 | 20.8 | 15.9 | 17.5 | 27.8 | 20.8 | 41.4 | 14.4 | 16.2 | 11.2 | 15.7 | 15.0 | 13.1 | 13.2 | 15.9 | 29.2 | 21.0 | 32.3 | 44.7 | 16.2 | 13.9 | 12.7 |
| Treynor Ratio | NA | 0.29 | 0.19 | 0.12 | 0.02 | 0.06 | NA | NA | 0.07 | 0.04 | 0.09 | 0.12 | -0.22 | 0.12 | 0.09 | 0.23 | -0.13 | 0.08 | 0.2 | -0.03 | 0.1 | 0.33 | 0.18 | -0.02 | 0.27 | 0.38 | -0.4 | 0.05 | 0.06 | 0.13 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | -0.02 | -0.01 | -0.04 | 0.03 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 1.14 | 1.17 | 1.16 | 1.08 | 1.08 | NA | NA | 1.02 | 1.14 | 1.2 | 1.09 | 1.01 | 1.14 | 1.09 | 1.07 | 0.97 | 1.14 | 1.0 | 0.96 | 1.01 | 1.02 | 0.97 | 1.04 | 0.96 | 0.99 | 0.95 | 0.96 | 1.09 | 1.02 |
| RSquared | NA | 0.86 | 0.87 | 0.91 | 0.86 | 0.89 | NA | NA | 0.91 | 0.93 | 0.9 | 0.91 | 0.88 | 0.69 | 0.95 | 0.91 | 0.95 | 0.65 | 0.94 | 0.96 | 0.93 | 0.92 | 0.82 | 0.94 | 0.98 | 0.99 | 0.9 | 0.97 | 0.96 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 10.1 | 8.7 | 1.3 | 1.2 | 1.4 | 2.7 | 7.4 | 1.4 | 7.4 | 7.4 | 6.0 | 5.0 | 4.1 | 0.8 | 1.0 | 1.6 | 4.2 | 6.0 | 4.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -28.0 | 25.2 | 429.5 | 19.8 | -4.5 | -38.1 | -70.5 | 491.1 | -78.8 | -11.3 | 30.8 | 47.1 | 42.8 | 374.0 | 2.0 | -16.9 | -76.3 | -29.6 | 48.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2005
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