Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEIAX (Northern Institutional Equity Index A) | NA | 4.45% | 10.36% | 1.95% | 6.90% | 3.41% | NA | … | … |
Data as of 02/25/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEIAX (Northern Institutional Equity Index A) | 06/21/1996 | 02/25/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.45 | 10.36 | 1.95 | 6.90 | 3.41 | NA | … | … | 0.00 | 13.96 | 1.92 | 14.88 | 24.64 | -38.30 | 5.39 | 15.58 | 4.71 | 10.67 | 28.50 | -22.59 | -12.05 | -9.18 | 20.61 | 28.29 | 32.56 | 12.27 |
| Sharpe Ratio | NA | 0.41 | 0.57 | 0.07 | 0.28 | NA | NA | … | … | 0.00 | 1.20 | 0.08 | 0.80 | 0.90 | -0.93 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.91 | -0.67 | -0.40 | 0.74 | 1.13 | 1.38 | 1.35 |
| Standard Deviation(%) | NA | 11.19 | 18.06 | 26.39 | 20.85 | NA | NA | … | … | NA | 11.72 | 23.43 | 18.45 | 27.33 | 41.98 | 16.01 | 10.05 | 10.24 | 11.06 | 17.04 | 25.99 | 21.95 | 33.31 | 23.23 | 21.94 | 20.78 | 15.49 |
| Draw Down(%) | NA | 9.63 | 18.66 | 52.48 | 56.41 | NA | NA | … | … | 0.00 | 9.63 | 18.66 | 15.72 | 27.57 | 48.38 | 9.86 | 7.45 | 7.00 | 7.48 | 13.85 | 33.28 | 29.19 | 27.58 | 11.86 | 19.21 | 10.72 | 7.19 |
| Yield(%) | 0.00 | 1.09 | 1.83 | 1.93 | 5.34 | 5.02 | 6.11 | … | … | 0.00 | 1.48 | 1.95 | 1.80 | 0.75 | 4.58 | 10.89 | 7.09 | 5.58 | 3.03 | 1.99 | 2.56 | 3.88 | 16.23 | 12.66 | 8.89 | 11.14 | 7.02 |
Data as of 02/25/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEIAX (Northern Institutional Equity Index A) |
-16.32%
Mar 2000 – Mar 2003 |
-7.22%
Feb 2004 – Feb 2009 |
-3.87%
Feb 1999 – Feb 2009 |
3.85%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEIAX (Northern Institutional Equity Index A) |
29.24%
Jul 1996 – Jul 1999 |
15.24%
Sep 2002 – Sep 2007 |
8.60%
Aug 1996 – Aug 2006 |
6.19%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart