Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBALX (NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND) | 5.08% | 14.73% | 11.52% | 3.90% | 5.73% | 5.57% | 5.20% | … | … |
Data as of 06/10/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBALX (NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND) | 06/20/1996 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 14.73 | 11.52 | 3.90 | 5.73 | 5.57 | 5.20 | … | … | 5.08 | 14.74 | 8.19 | 10.74 | -16.43 | 8.84 | 2.27 | 17.61 | -7.89 | 14.19 | 9.13 | -2.23 | 2.15 | 11.58 | 14.04 | 0.00 | 11.25 | 18.48 | -21.63 | 4.37 | 7.63 | 4.51 | 5.56 | 16.39 | -8.87 | -4.74 | 1.68 | 12.82 | 22.36 | 20.18 | 8.12 |
| Sharpe Ratio | NA | 1.64 | 0.97 | 0.15 | 0.38 | NA | NA | … | … | 1.09 | 1.16 | 0.60 | 0.91 | -1.28 | 1.11 | 0.09 | 2.34 | -1.07 | 3.05 | 1.06 | -0.29 | 0.32 | 1.62 | 1.06 | 0.00 | 1.08 | 1.43 | -0.89 | 0.12 | 0.59 | 0.33 | 0.54 | 1.67 | -0.80 | -0.69 | -0.15 | 0.83 | 1.57 | 1.45 | 1.30 |
| Standard Deviation(%) | NA | 8.24 | 8.95 | 10.00 | 10.87 | NA | NA | … | … | 10.03 | 10.27 | 7.60 | 7.85 | 14.04 | 7.96 | 21.79 | 6.91 | 8.66 | 4.45 | 8.38 | 7.90 | 6.77 | 7.15 | 13.32 | 13.31 | 10.31 | 12.89 | 25.29 | 10.50 | 7.15 | 6.92 | 8.43 | 9.39 | 12.60 | 10.59 | 17.39 | 11.35 | 12.07 | 11.34 | 9.35 |
| Draw Down(%) | NA | 6.42 | 9.72 | 20.27 | 26.34 | NA | NA | … | … | 6.42 | 9.72 | 4.20 | 6.86 | 18.75 | 4.42 | 26.34 | 4.22 | 13.87 | 1.69 | 6.29 | 8.72 | 6.47 | 7.01 | 10.11 | 12.71 | 8.13 | 13.44 | 34.51 | 6.78 | 6.17 | 4.83 | 7.65 | 5.87 | 15.27 | 15.65 | 15.27 | 7.07 | 12.46 | 6.85 | 4.52 |
| Yield(%) | 0.00 | 2.89 | 3.52 | 2.76 | 3.33 | 3.48 | 3.86 | … | … | 0.19 | 3.46 | 3.62 | 3.97 | 2.31 | 2.63 | 2.55 | 2.46 | 3.73 | 3.60 | 3.22 | 3.95 | 2.35 | 2.03 | 2.26 | 2.45 | 3.08 | 1.29 | 2.26 | 18.97 | 5.80 | 6.32 | 2.64 | 1.53 | 2.90 | 2.76 | 10.35 | 14.41 | 12.83 | 7.67 | 4.39 |
Data as of 06/10/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBALX (NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND) |
-7.38%
Feb 2006 – Feb 2009 |
-2.76%
Feb 2004 – Feb 2009 |
0.29%
Feb 1999 – Feb 2009 |
2.88%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBALX (NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND NORTHERN GLOBAL TACTICAL ASSET ALLOCATION FUND) |
20.84%
Mar 1997 – Mar 2000 |
13.22%
Feb 2009 – Feb 2014 |
8.57%
Feb 2009 – Feb 2019 |
6.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart