Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFGAX (Northern Instl Large Cap Growth Port A) | NA | -1.57% | 9.15% | 1.45% | 5.38% | 2.77% | NA | … | … |
Data as of 02/25/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFGAX (Northern Instl Large Cap Growth Port 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 | -1.57 | 9.15 | 1.45 | 5.38 | 2.77 | NA | … | … | 0.00 | 10.34 | -0.80 | 15.92 | 28.53 | -40.27 | 18.03 | 9.15 | 3.90 | 4.76 | 20.40 | -25.96 | -24.72 | -3.60 | 35.11 | 36.53 | 33.23 | 4.26 |
| Sharpe Ratio | NA | -0.12 | 0.45 | 0.05 | 0.21 | NA | NA | … | … | 0.00 | 0.76 | -0.03 | 0.83 | 1.19 | -1.11 | 0.89 | 0.50 | 0.16 | 0.31 | 1.13 | -1.13 | -1.27 | -0.24 | 1.50 | 1.41 | -1.07 | 0.34 |
| Standard Deviation(%) | NA | 13.12 | 20.21 | 25.31 | 20.65 | NA | NA | … | … | NA | 13.70 | 26.61 | 19.05 | 23.84 | 36.94 | 16.99 | 11.69 | 10.62 | 12.16 | 17.37 | 24.04 | 21.63 | 31.22 | 21.26 | 23.58 | 20.48 | 14.19 |
| Draw Down(%) | NA | 10.77 | 21.06 | 49.54 | 52.35 | NA | NA | … | … | 0.00 | 10.77 | 21.06 | 15.37 | 21.01 | 48.04 | 9.85 | 12.49 | 6.70 | 12.51 | 10.26 | 29.77 | 36.70 | 25.63 | 11.49 | 25.20 | 12.14 | 10.45 |
| Yield(%) | 0.00 | 0.00 | 0.27 | 0.30 | 0.51 | 3.00 | 4.16 | … | … | 0.00 | 0.00 | 0.00 | 0.79 | 0.56 | 0.42 | 0.66 | 0.57 | 0.30 | 0.57 | 0.00 | 0.26 | 0.00 | 8.51 | 18.37 | 9.42 | 24.14 | 12.70 |
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 |
|---|---|---|---|---|
| BFGAX (Northern Instl Large Cap Growth Port A) |
-22.75%
Mar 2000 – Mar 2003 |
-10.70%
Mar 2000 – Mar 2005 |
-5.73%
Aug 2000 – Aug 2010 |
3.26%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFGAX (Northern Instl Large Cap Growth Port A) |
41.42%
Mar 1997 – Mar 2000 |
16.20%
Jul 1996 – Jul 2001 |
6.68%
Jul 1996 – Jul 2006 |
6.03%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart