Nasdaq - Delayed Quote USD

Northern High Yield Fixed Income (NHFIX)

5.88 +0.01 (+0.17%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.33%
5y Average Return 3.60%
Number of Years Up 20
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 33.50%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 33.50%
Worst 3Y Total Return -0.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NHFIX
Category
YTD
1.50%
3.62%
1-Month
1.23%
1.08%
3-Month
1.50%
2.50%
1-Year
11.28%
14.69%
3-Year
1.99%
6.16%
5-Year
4.17%
6.21%
10-Year
3.87%
5.48%
Last Bull Market
13.02%
11.96%
Last Bear Market
-10.62%
-7.27%

Annual Total Return (%) History

Year
NHFIX
Category
2024
--
--
2023
13.82%
--
2022
-11.64%
--
2021
5.43%
--
2020
6.02%
4.91%
2019
15.88%
12.62%
2018
-3.81%
-2.59%
2017
7.60%
6.47%

2016
11.24%
13.30%
2015
-3.02%
-4.01%
2014
2.09%
1.11%
2013
7.68%
6.90%
2012
15.08%
14.67%
2011
3.75%
2.83%
2010
13.60%
14.24%
2009
33.50%
46.70%
2008
-19.31%
-26.41%
2007
1.31%
1.47%
2006
10.08%
10.14%
2005
1.77%
2.59%
2004
8.45%
9.99%
2003
23.56%
24.36%
2002
1.29%
-1.52%
2001
7.05%
2.39%
2000
-6.47%
-7.12%
1999
4.84%
5.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.50% -- -- --
2023 3.82% 1.54% 0.98% 6.93%
2022 -4.36% -10.62% -0.80% 4.20%
2021 1.46% 2.65% 0.71% 0.53%
2020 -16.22% 12.08% 4.65% 7.88%
2019 7.83% 2.53% 1.57% 3.20%
2018 -0.86% 0.65% 2.43% -5.89%
2017 2.24% 1.36% 2.69% 1.11%
2016 0.59% 2.87% 4.94% 2.43%
2015 2.01% 0.28% -3.95% -1.30%

2014 3.09% 2.64% -2.13% -1.41%
2013 3.06% -1.21% 2.11% 3.58%
2012 5.75% 0.70% 4.84% 3.08%
2011 3.88% 0.72% -6.37% 5.90%
2010 3.78% -0.94% 7.07% 3.21%
2009 5.15% 10.21% 9.95% 4.76%
2008 -3.71% 0.54% -6.20% -11.15%
2007 2.34% 0.17% 0.46% -1.63%
2006 2.24% -0.40% 3.53% 4.41%
2005 -2.12% 1.96% 0.93% 1.04%
2004 0.85% -1.10% 4.52% 4.02%
2003 4.70% 9.35% 2.10% 5.71%
2002 0.98% -1.81% -1.52% 3.73%
2001 5.71% -1.20% -2.29% 4.90%
2000 -1.86% 0.79% -0.36% -5.10%
1999 2.02% 0.61% -0.58% 2.74%

Rank in Category (By Total Return)

YTD 58
1-Month 35
3-Month 58
1-Year 24
3-Year 51
5-Year 30

Load Adjusted Returns

1-Year 11.28%
3-Year 1.99%
5-Year 4.17%
10-Year 3.87%

Performance & Risk

YTD Return 0.33%
5y Average Return 3.60%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Northern Funds
Net Assets 2.67B
YTD Return 1.50%
Yield 6.64%
Morningstar Rating
Inception Date Dec 31, 1998

Fund Summary

The fund will invest at least 80% of its net assets in lower quality bonds and other fixed-income securities (commonly referred to as "junk bonds"). Lower quality or below-investment grade securities are rated BB, Ba or lower by a Nationally Recognized Statistical Rating Organization (“NRSRO”), or unrated securities determined to be of comparable quality by the fund’s investment adviser.

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