Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSBDX (NORTH STAR BOND FUND NORTH STAR BOND FUND CLASS I SHARES) | 1.00% | 3.63% | 4.63% | 1.73% | 2.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSBDX (NORTH STAR BOND FUND NORTH STAR BOND FUND CLASS I SHARES) | 12/23/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.63 | 4.63 | 1.73 | 2.37 | NA | NA | … | … | 1.00 | 4.08 | 5.18 | 6.07 | -7.22 | 2.85 | 0.70 | 9.36 | -3.49 | 3.03 | 7.49 | -1.50 | 0.00 |
| Sharpe Ratio | NA | 0.43 | 0.73 | -0.29 | 0.18 | NA | NA | … | … | -0.18 | 0.56 | 1.08 | 0.93 | -2.07 | 1.38 | 0.04 | 3.88 | -2.42 | 1.50 | 2.59 | -0.59 | NA |
| Standard Deviation(%) | NA | 2.02 | 1.98 | 2.69 | 3.95 | NA | NA | … | … | 2.39 | 2.15 | 1.45 | 2.61 | 4.19 | 2.05 | 10.23 | 2.03 | 2.02 | 1.59 | 2.80 | 2.57 | NA |
| Draw Down(%) | NA | 2.12 | 2.17 | 8.88 | 18.75 | NA | NA | … | … | 2.12 | 2.17 | 0.78 | 2.50 | 8.62 | 1.40 | 18.75 | 0.94 | 4.72 | 1.10 | 2.52 | 3.42 | NA |
| Yield(%) | 0.00 | 4.14 | 4.19 | 3.29 | 3.24 | 2.41 | 1.81 | … | … | 1.78 | 4.11 | 4.51 | 3.53 | 2.26 | 2.73 | 3.12 | 3.52 | 3.27 | 3.59 | 3.10 | 3.05 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBDX (NORTH STAR BOND FUND NORTH STAR BOND FUND CLASS I SHARES) |
-1.47%
Mar 2017 – Mar 2020 |
0.27%
Mar 2015 – Mar 2020 |
2.10%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBDX (NORTH STAR BOND FUND NORTH STAR BOND FUND CLASS I SHARES) |
5.11%
Sep 2022 – Sep 2025 |
4.00%
Mar 2020 – Mar 2025 |
2.86%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart