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NOUGX: NORTHERN U.S. GOVERNMENT FUND NORTHERN U.S. GOVERNMENT FUND (MUTUAL FUND)
Basic Info 8.68 0.04(0.46%) June 05
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 04/25/1994 |
| Last Dividend Date: | 04/23/2026 |
| 12-Mo. Yield | 3.26% |
| Expenses | 0.44% |
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Performance Analytics (As of 06/05/2026)
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.9 | 2.5 | 2.8 | 0.2 | 0.7 | 1.0 | 2.1 | 3.2 | 6.0 | 1.1 | 4.1 | -7.8 | -2.4 | 2.4 | 5.4 | 0.5 | 0.9 | 0.5 | 1.1 | 2.4 | -3.3 | 2.8 | 5.8 | 4.4 | -0.2 | 10.2 | 6.0 | 3.4 | 0.9 | 1.6 | 1.8 | 8.8 | 7.7 | 9.6 | 0.2 | 7.6 | 7.3 | 3.1 | 12.4 | 0.5 |
| Sharpe Ratio | NA | -1.17 | -0.05 | -0.09 | -0.52 | -0.26 | NA | NA | 0.37 | 0.72 | -0.49 | 0.09 | -1.89 | -1.14 | 0.5 | 1.26 | -0.44 | 0.14 | 0.12 | 0.39 | 1.14 | -1.42 | 0.53 | 1.77 | 1.16 | -0.05 | 1.67 | 0.81 | 0.0 | -0.54 | 0.19 | 0.28 | 2.01 | 1.08 | 1.92 | -1.09 | 0.8 | 1.27 | -0.09 | 2.84 | -0.81 |
| Draw Down(%) | NA | 3.2 | 3.2 | 5.1 | 11.6 | 15.0 | NA | NA | 15.0 | 2.7 | 4.3 | 4.1 | 9.8 | 2.7 | 3.6 | 1.6 | 1.9 | 1.4 | 3.7 | 1.5 | 1.0 | 4.2 | 3.1 | 1.6 | 3.6 | 3.6 | 3.8 | 2.0 | 1.7 | 1.9 | 4.2 | 4.0 | 2.1 | 4.7 | 1.8 | 2.3 | 3.8 | 1.3 | 3.0 | 1.3 | 1.6 |
| Standard Deviation(%) | NA | 4.0 | 3.8 | 4.6 | 4.5 | 3.8 | NA | NA | 3.8 | 4.4 | 5.1 | 4.9 | 4.9 | 2.2 | 4.3 | 3.1 | 1.9 | 1.8 | 2.6 | 2.8 | 2.1 | 2.4 | 5.2 | 3.3 | 3.7 | 4.8 | 5.5 | 3.5 | 2.5 | 2.5 | 3.4 | 3.9 | 3.8 | 4.9 | 2.8 | 2.9 | 5.1 | 2.8 | 5.4 | 3.0 | 3.2 |
| Treynor Ratio | NA | -0.06 | 0.0 | -0.01 | -0.03 | -0.01 | NA | NA | 0.02 | 0.04 | -0.03 | 0.01 | -0.13 | -0.04 | 0.03 | 0.05 | -0.02 | 0.0 | 0.0 | 0.02 | 0.04 | -0.06 | 0.04 | 0.1 | 0.07 | 0.0 | 0.14 | 0.05 | 0.0 | -0.02 | 0.01 | 0.02 | 0.13 | 0.09 | 0.12 | -0.07 | 0.09 | 0.08 | -0.01 | 0.2 | -0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.83 | 0.85 | 0.8 | 0.74 | 0.72 | NA | NA | 0.6 | 0.87 | 0.91 | 0.65 | 0.69 | 0.61 | 0.72 | 0.74 | 0.51 | 0.52 | 0.63 | 0.6 | 0.57 | 0.55 | 0.69 | 0.59 | 0.64 | 0.68 | 0.65 | 0.57 | 0.51 | 0.58 | 0.62 | 0.65 | 0.57 | 0.59 | 0.44 | 0.43 | 0.46 | 0.44 | 0.44 | 0.41 | 0.47 |
| RSquared | NA | 0.76 | 0.75 | 0.8 | 0.85 | 0.77 | NA | NA | 0.63 | 0.77 | 0.84 | 0.91 | 0.94 | 0.77 | 0.45 | 0.83 | 0.56 | 0.7 | 0.83 | 0.85 | 0.79 | 0.79 | 0.17 | 0.81 | 0.85 | 0.91 | 0.79 | 0.57 | 0.53 | 0.7 | 0.82 | 0.84 | 0.74 | 0.61 | 0.52 | 0.6 | 0.24 | 0.47 | 0.26 | 0.55 | 0.63 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 3.0 | 3.0 | 1.6 | 0.3 | 0.6 | 1.9 | 2.3 | 1.4 | 1.1 | 0.9 | 0.9 | 0.6 | 3.9 | 3.6 | 6.0 | 6.4 | 2.9 | 4.2 | 3.9 | 3.3 | 3.5 | 4.1 | 6.2 | 6.2 | 5.2 | 4.6 | 7.5 | 5.5 | 5.6 | 5.3 | 3.7 |
| Dividend Growth(%) | N/A | -64.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.8 | 3.5 | 69.9 | 444.3 | -49.1 | -68.7 | -19.1 | 57.9 | 34.7 | 13.3 | 2.3 | 37.5 | -83.8 | 11.0 | -40.3 | -12.0 | 134.7 | -29.6 | 5.4 | 17.9 | -7.6 | -16.6 | -32.1 | -0.8 | 26.5 | 6.1 | -38.2 | 39.4 | -5.7 | 13.5 | 40.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/1994
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See Intermediate Government Asset Class Trend Rankings |
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