Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSITX (NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND) | 0.85% | 3.60% | 3.21% | 1.18% | 1.33% | 1.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSITX (NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND) | 08/31/2007 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.60 | 3.21 | 1.18 | 1.33 | 1.32 | NA | … | … | 0.85 | 4.05 | 2.15 | 3.29 | -3.27 | -0.94 | 1.97 | 3.93 | 1.44 | 1.35 | -0.35 | 1.28 | 1.44 | 0.10 | 1.26 | 3.31 | 0.25 | 2.74 | 1.09 | 0.90 |
| Sharpe Ratio | NA | 0.72 | -0.03 | -0.73 | -0.15 | NA | NA | … | … | -0.33 | 0.57 | -0.94 | -0.19 | -2.26 | -0.80 | 0.36 | 2.06 | 0.06 | 0.66 | -0.47 | 1.15 | 1.46 | 0.05 | 1.15 | 2.96 | 0.14 | 1.26 | 0.06 | 0.23 |
| Standard Deviation(%) | NA | 1.32 | 1.77 | 1.85 | 2.11 | NA | NA | … | … | 1.58 | 2.05 | 1.57 | 1.95 | 2.09 | 1.21 | 4.76 | 1.19 | 0.89 | 1.05 | 1.21 | 1.09 | 0.97 | 1.21 | 1.05 | 1.11 | 1.15 | 2.10 | 2.14 | 0.95 |
| Draw Down(%) | NA | 1.28 | 1.91 | 6.72 | 7.73 | NA | NA | … | … | 1.28 | 1.91 | 1.00 | 2.21 | 5.50 | 1.29 | 7.08 | 1.05 | 0.66 | 1.25 | 2.45 | 1.21 | 0.85 | 1.86 | 0.75 | 1.19 | 1.47 | 1.72 | 3.89 | 0.20 |
| Yield(%) | 0.00 | 2.66 | 2.45 | 1.90 | 1.70 | 1.63 | 1.35 | … | … | 1.14 | 2.58 | 2.32 | 2.11 | 1.29 | 0.88 | 1.28 | 2.34 | 1.42 | 1.35 | 1.39 | 1.37 | 1.43 | 1.51 | 2.00 | 1.38 | 0.45 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSITX (NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND) |
-1.79%
Sep 2020 – Sep 2023 |
0.06%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
0.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSITX (NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND NORTHERN SHORT-INTERMEDIATE TAX-EXEMPT FUND) |
3.76%
Oct 2022 – Oct 2025 |
2.00%
Jul 2015 – Jul 2020 |
1.64%
Nov 2010 – Nov 2020 |
1.46%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart