Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NUSFX (NORTHERN ULTRA-SHORT FIXED INCOME FUND NORTHERN ULTRA-SHORT FIXED INCOME FUND) NA 0.10% 0.92% 0.00% 0.17% 0.37% NA
Data as of 03/16/2026, Common starting date is 06/26/2009
More Performance Analytics Comparison
Name Start Date End Date
NUSFX (NORTHERN ULTRA-SHORT FIXED INCOME FUND NORTHERN ULTRA-SHORT FIXED INCOME FUND) 06/26/2009 03/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -0.10 0.10 0.92 0.00 0.17 0.37 NA 0.51 0.44 0.77 2.44 0.88 1.43 0.90
Sharpe Ratio NA 0.91 1.33 1.43 NA NA NA 2.82 0.62 1.14 3.31 0.89 1.46 1.47
Standard Deviation(%) NA 0.77 0.71 0.81 NA NA NA 0.76 0.72 0.65 0.73 0.96 0.92 1.15
Draw Down(%) NA 0.38 0.43 0.81 NA NA NA 0.10 0.35 0.43 0.29 0.81 0.46 0.40
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.27 0.27 0.27 0.70 0.76 1.24 1.27 0.93 0.10
Data as of 03/16/2026, Common starting date is 06/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NUSFX (NORTHERN ULTRA-SHORT FIXED INCOME FUND NORTHERN ULTRA-SHORT FIXED INCOME FUND) -1.12%
Oct 2019 – Oct 2022
-0.57%
Oct 2017 – Oct 2022
-0.11%
Oct 2012 – Oct 2022
0.39%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NUSFX (NORTHERN ULTRA-SHORT FIXED INCOME FUND NORTHERN ULTRA-SHORT FIXED INCOME FUND) 1.60%
Jul 2009 – Jul 2012
1.32%
Jul 2009 – Jul 2014
0.73%
Aug 2009 – Aug 2019
0.53%
Jul 2009 – Jul 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return