Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTIAX (NORTHERN U.S.TREASURY INDEX FUND NORTHERN U.S. TREASURY INDEX FUND) | NA | -639,019.82% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 04/07/2025, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTIAX (NORTHERN U.S.TREASURY INDEX FUND NORTHERN U.S. TREASURY INDEX FUND) | 06/20/1996 | 04/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -639,019.82 | nan | nan | nan | nan | nan | … | … | -621,042.91 | 0.65 | 3.92 | -12.50 | -3.26 | 7.82 | 6.67 | 0.67 | 2.39 | 0.74 | 0.89 | 4.96 | -2.90 | 1.74 | 9.59 | 5.34 | -3.59 | 13.80 | 8.93 | 2.81 | 2.61 | 3.31 | 2.12 | 11.35 | 6.52 | 13.18 | -2.93 | 9.90 | 9.64 | 6.04 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.57 | 0.04 | -1.91 | -0.81 | 1.22 | 1.21 | -0.23 | 0.58 | 0.14 | 0.20 | 1.84 | -0.96 | 0.28 | 1.90 | 1.10 | -0.59 | 1.76 | 1.41 | -0.20 | 0.10 | 0.50 | 0.24 | 1.84 | 0.52 | 1.88 | -1.31 | 0.79 | 1.41 | 1.57 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 5.24 | 7.04 | 7.30 | 4.04 | 6.21 | 4.31 | 3.08 | 3.00 | 3.87 | 4.30 | 2.69 | 3.06 | 5.96 | 5.03 | 4.75 | 6.25 | 7.26 | 4.11 | 2.99 | 3.53 | 4.66 | 5.74 | 5.55 | 7.92 | 4.76 | 4.80 | 8.19 | 4.22 | 5.09 |
| Draw Down(%) | NA | 597,833.50 | 597,833.50 | 539,062.20 | 539,062.20 | NA | NA | … | … | 603,150.06 | 4.30 | 7.41 | 15.12 | 4.49 | 5.02 | 2.74 | 2.84 | 1.88 | 5.75 | 3.39 | 1.19 | 4.58 | 3.29 | 2.90 | 4.18 | 6.32 | 4.63 | 2.31 | 2.72 | 2.80 | 5.33 | 6.86 | 3.09 | 8.01 | 3.10 | 4.85 | 5.21 | 2.37 | 1.90 |
| Yield(%) | 100.02 | 105.59 | 33.55 | 18.11 | 10.69 | 8.44 | 7.62 | … | … | 102.64 | 3.10 | 2.39 | 1.64 | 1.32 | 1.64 | 2.16 | 1.94 | 1.76 | 2.03 | 2.57 | 1.77 | 2.18 | 4.87 | 4.38 | 4.35 | 5.29 | 3.55 | 4.30 | 4.22 | 3.74 | 3.64 | 4.79 | 6.40 | 7.53 | 6.05 | 5.13 | 5.77 | 6.16 | 3.52 |
Data as of 04/07/2025, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTIAX (NORTHERN U.S.TREASURY INDEX FUND NORTHERN U.S. TREASURY INDEX FUND) |
-6.27%
Oct 2020 – Oct 2023 |
-1.39%
Feb 2020 – Feb 2025 |
0.22%
Oct 2012 – Oct 2022 |
1.34%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTIAX (NORTHERN U.S.TREASURY INDEX FUND NORTHERN U.S. TREASURY INDEX FUND) |
10.62%
May 2000 – May 2003 |
8.08%
Sep 1997 – Sep 2002 |
6.18%
Nov 1999 – Nov 2009 |
6.19%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison Chart