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NSITX: NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND (MUTUAL FUND)
Basic Info 10.03 0.01(0.10%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 04/23/2026 |
| 12-Mo. Yield | 2.42% |
| Expenses | 0.46% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.6 | 3.3 | 3.1 | 1.1 | 1.3 | 1.3 | 1.4 | 4.0 | 2.2 | 3.3 | -3.3 | -0.9 | 2.0 | 3.9 | 1.4 | 1.3 | -0.3 | 1.3 | 1.4 | 0.1 | 1.3 | 3.3 | 0.3 | 2.7 | 1.1 | 0.9 |
| Sharpe Ratio | NA | -0.74 | 0.55 | -0.07 | -0.76 | -0.16 | NA | 0.23 | 0.57 | -0.94 | -0.19 | -2.26 | -0.8 | 0.36 | 2.06 | 0.06 | 0.66 | -0.47 | 1.15 | 1.46 | 0.05 | 1.15 | 2.96 | 0.14 | 1.26 | 0.06 | 0.23 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.9 | 6.7 | 7.7 | NA | 7.7 | 1.9 | 1.0 | 2.2 | 5.5 | 1.3 | 7.1 | 1.0 | 0.7 | 1.3 | 2.5 | 1.2 | 0.9 | 1.9 | 0.7 | 1.2 | 1.5 | 1.7 | 3.9 | 0.2 |
| Standard Deviation(%) | NA | 1.5 | 1.3 | 1.8 | 1.8 | 2.1 | NA | 1.8 | 2.0 | 1.6 | 2.0 | 2.1 | 1.2 | 4.8 | 1.2 | 0.9 | 1.0 | 1.2 | 1.1 | 1.0 | 1.2 | 1.1 | 1.1 | 1.2 | 2.1 | 2.1 | 1.0 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | 0.0 | -0.03 | -0.02 | 0.01 | 0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.03 | 0.0 | 0.03 | 0.0 | 0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.6 | 0.34 | 0.76 | 0.96 | 1.36 | NA | 1.24 | 0.91 | 0.59 | 1.09 | 1.57 | 0.57 | 2.27 | 0.68 | 0.33 | 0.83 | 1.26 | 0.81 | 0.81 | 1.41 | 1.16 | 1.14 | 1.12 | 0.94 | 0.93 | 0.21 |
| RSquared | NA | 0.2 | 0.08 | 0.28 | 0.34 | 0.46 | NA | 0.38 | 0.35 | 0.21 | 0.39 | 0.6 | 0.04 | 0.82 | 0.12 | 0.05 | 0.19 | 0.31 | 0.09 | 0.09 | 0.36 | 0.25 | 0.28 | 0.33 | 0.13 | 0.33 | 0.06 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 2.3 | 2.1 | 1.3 | 0.9 | 1.3 | 2.3 | 1.4 | 1.3 | 1.4 | 1.4 | 1.4 | 1.5 | 2.0 | 1.4 | 0.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -64.5 | N/A | N/A | N/A | N/A | N/A | N/A | 10.8 | 11.1 | 56.4 | 44.6 | -31.3 | -44.4 | 65.0 | 5.5 | -4.6 | 1.4 | -4.7 | -6.2 | -25.2 | 47.6 | 208.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2007
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See Muni National Short Asset Class Trend Rankings |
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