Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEICX (Northern Institutional Equity Index C ) | NA | -2.15% | 11.71% | -2.27% | 1.71% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEICX (Northern Institutional Equity Index C ) | 11/24/1997 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.15 | 11.71 | -2.27 | 1.71 | NA | NA | … | … | -4.16 | 14.66 | 24.65 | -38.40 | 5.16 | 15.29 | 4.47 | 10.50 | 28.11 | -22.40 | -12.21 | -5.66 | 21.85 | 28.63 | 2.68 |
| Sharpe Ratio | NA | -0.10 | 0.50 | -0.11 | 0.01 | NA | NA | … | … | -0.19 | 0.79 | 0.90 | -0.93 | 0.13 | 1.21 | 0.22 | 0.86 | 1.62 | -0.90 | -0.67 | -0.27 | 0.78 | 1.15 | 0.72 |
| Standard Deviation(%) | NA | 22.54 | 23.47 | 27.38 | 22.72 | NA | NA | … | … | 22.93 | 18.44 | 27.21 | 42.07 | 16.09 | 9.99 | 10.27 | 11.05 | 16.97 | 26.10 | 22.00 | 35.65 | 23.85 | 22.09 | 39.47 |
| Draw Down(%) | NA | 18.76 | 27.50 | 56.46 | 56.46 | NA | NA | … | … | 18.76 | 15.68 | 27.50 | 48.44 | 9.92 | 7.49 | 7.03 | 7.51 | 13.80 | 33.17 | 29.27 | 27.76 | 11.88 | 19.23 | 10.22 |
| Yield(%) | 0.00 | 1.35 | 3.61 | 4.26 | 4.03 | NA | NA | … | … | 1.12 | 1.56 | 0.63 | 4.54 | 10.71 | 6.87 | 5.34 | 2.82 | 1.73 | 2.75 | 3.69 | 16.08 | 12.42 | 8.69 | NA |
Data as of 12/09/2011, Common starting date is 11/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEICX (Northern Institutional Equity Index C ) |
-16.03%
Feb 2006 – Feb 2009 |
-7.38%
Feb 2004 – Feb 2009 |
-3.51%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEICX (Northern Institutional Equity Index C ) |
16.75%
Mar 2003 – Mar 2006 |
14.98%
Sep 2002 – Sep 2007 |
6.09%
Dec 1997 – Dec 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart