Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEIDX (Northern Institutional Equity Index D ) | NA | -2.12% | 11.57% | -2.37% | 1.58% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 09/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEIDX (Northern Institutional Equity Index D ) | 09/24/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.12 | 11.57 | -2.37 | 1.58 | NA | NA | … | … | -4.05 | 14.42 | 24.46 | -38.44 | 5.02 | 15.11 | 4.30 | 10.30 | 27.91 | -22.54 | -12.24 | -5.72 | 20.34 | 18.27 |
| Sharpe Ratio | NA | -0.09 | 0.49 | -0.12 | 0.01 | NA | NA | … | … | -0.19 | 0.78 | 0.89 | -0.93 | 0.12 | 1.18 | 0.21 | 0.84 | 1.60 | -0.91 | -0.67 | -0.27 | 0.95 | 4.14 |
| Standard Deviation(%) | NA | 22.73 | 23.56 | 27.44 | 22.74 | NA | NA | … | … | 23.14 | 18.43 | 27.25 | 42.06 | 16.05 | 10.06 | 10.26 | 11.08 | 17.05 | 25.88 | 22.00 | 35.70 | 18.06 | 20.13 |
| Draw Down(%) | NA | 18.84 | 27.56 | 56.52 | 56.52 | NA | NA | … | … | 18.84 | 15.70 | 27.56 | 48.49 | 9.92 | 7.54 | 7.04 | 7.62 | 13.83 | 33.21 | 29.27 | 27.87 | 11.97 | 8.49 |
| Yield(%) | 0.00 | 1.22 | 3.48 | 4.19 | 3.92 | 4.68 | 3.51 | … | … | 1.00 | 1.40 | 0.61 | 4.50 | 10.57 | 6.69 | 5.18 | 2.69 | 1.62 | 2.61 | 3.57 | 15.98 | 12.19 | 7.48 |
Data as of 12/09/2011, Common starting date is 09/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEIDX (Northern Institutional Equity Index D ) |
-16.18%
Feb 2006 – Feb 2009 |
-7.54%
Feb 2004 – Feb 2009 |
-3.75%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEIDX (Northern Institutional Equity Index D ) |
16.53%
Mar 2003 – Mar 2006 |
14.78%
Sep 2002 – Sep 2007 |
2.84%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart