Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVAX (Northern Instl Large Cap Equity Port A) | NA | 4.49% | 9.68% | 3.61% | 6.67% | 3.64% | NA | … | … |
Data as of 02/25/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDVAX (Northern Instl Large Cap Equity 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 | 4.49 | 9.68 | 3.61 | 6.67 | 3.64 | NA | … | … | 0.00 | 16.95 | -2.30 | 15.66 | 31.16 | -36.35 | 4.24 | 10.28 | 6.18 | 8.25 | 25.39 | -21.85 | -16.41 | -6.60 | 23.13 | 34.97 | 31.06 | 9.59 |
| Sharpe Ratio | NA | 0.38 | 0.49 | 0.13 | 0.26 | NA | NA | … | … | 0.00 | 1.34 | -0.09 | 0.79 | 1.10 | -0.92 | 0.08 | 0.65 | 0.37 | 0.59 | 1.50 | -0.93 | -0.88 | -0.44 | 0.98 | 1.42 | -1.26 | 1.26 |
| Standard Deviation(%) | NA | 12.08 | 19.45 | 27.09 | 21.58 | NA | NA | … | … | NA | 12.73 | 25.06 | 19.72 | 28.15 | 40.49 | 15.80 | 10.73 | 10.78 | 12.38 | 16.51 | 24.73 | 21.60 | 24.27 | 20.26 | 22.32 | 19.13 | 12.27 |
| Draw Down(%) | NA | 10.34 | 21.90 | 49.51 | 54.49 | NA | NA | … | … | 0.00 | 10.34 | 21.90 | 16.18 | 25.89 | 48.64 | 10.47 | 9.11 | 7.90 | 10.74 | 12.27 | 30.83 | 32.06 | 21.71 | 12.44 | 21.72 | 11.65 | 8.43 |
| Yield(%) | 0.00 | 0.00 | 1.49 | 1.49 | 4.69 | 6.71 | 7.48 | … | … | 0.00 | 0.00 | 2.87 | 1.18 | 3.47 | 1.12 | 7.58 | 7.88 | 10.91 | 0.82 | 0.62 | 1.85 | 0.35 | 38.81 | 26.21 | 13.80 | 15.99 | 12.46 |
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 |
|---|---|---|---|---|
| BDVAX (Northern Instl Large Cap Equity Port A) |
-18.58%
Mar 2000 – Mar 2003 |
-7.11%
Feb 2004 – Feb 2009 |
-4.01%
Feb 1999 – Feb 2009 |
4.11%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVAX (Northern Instl Large Cap Equity Port A) |
32.77%
Mar 1997 – Mar 2000 |
15.53%
Jul 1996 – Jul 2001 |
8.15%
Jul 1996 – Jul 2006 |
6.23%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart