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Northern Large Cap Core (NOLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.35+0.05 (+0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.89%
5-Year Average Return14.32%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 9, 2024)36.27%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return36.27%
Worst 3-Yr Total Return7.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNOLCXCategory
YTD7.35%14.84%
1-Month-4.51%1.65%
3-Month4.95%7.55%
1-Year24.22%40.47%
3-Year9.24%16.77%
5-Year12.88%16.15%
10-Year11.13%13.21%
Last Bull Market27.50%24.09%
Last Bear Market-15.21%-17.61%

Annual Total Return (%) History

Year
NOLCXCategory
2024
N/AN/A
2023
24.23%N/A
2022
-15.52%N/A
2021
33.03%N/A
2020
11.89%15.83%
2019
25.64%28.78%
2018
-5.89%-6.27%
2017
20.31%20.44%
2016
11.23%10.37%
2015
-1.50%-1.07%
2014
13.84%10.96%
2013
36.27%31.50%
2012
14.51%14.96%
2011
4.12%-1.27%
2010
13.07%14.01%
2009
26.77%28.17%
2008
-37.79%-37.79%
2007
0.96%6.16%
2006
16.10%14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.42%N/AN/AN/A
20236.23%8.10%-2.57%11.03%
2022-3.50%-15.21%-4.50%8.11%
20219.56%8.32%0.89%11.12%
2020-21.23%20.05%6.12%11.49%
201911.55%2.41%0.98%8.91%
2018-0.44%1.97%6.91%-13.28%
20174.76%2.13%4.67%7.44%
20161.68%0.84%4.19%4.11%
20150.38%-0.52%-6.62%5.63%
20143.12%4.29%1.65%4.14%
201312.13%3.66%4.90%11.76%
201211.89%-3.25%6.74%-0.90%
20116.27%0.09%-13.35%12.98%
20105.20%-11.68%10.16%10.47%
2009-11.36%16.65%15.25%6.39%
2008-10.34%-2.97%-6.92%-23.19%
20070.63%4.71%0.25%-4.43%
20063.86%-1.36%6.27%6.64%

Rank In Category (By Total Return)

YTD16
1-Month66
3-Month21
1-Year20
3-Year8
5-Year32

Load Adjusted Returns

1-Year24.22%
3-Year9.24%
5-Year12.88%
10-Year11.13%