Nasdaq - Delayed Quote USD

Northern Small Cap Index Fund (NSIDX)

13.17 -0.05 (-0.38%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.83%
5y Average Return 6.04%
Number of Years Up 16
Number of Years Down 8
Best 1Y Total Return (Apr 23, 2024) 38.64%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 38.64%
Worst 3Y Total Return 2.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NSIDX
Category
YTD
5.18%
20.19%
1-Month
3.55%
0.02%
3-Month
5.18%
4.36%
1-Year
19.59%
60.18%
3-Year
-0.20%
11.32%
5-Year
7.91%
13.88%
10-Year
7.42%
11.19%
Last Bull Market
48.81%
27.98%
Last Bear Market
-17.22%
-24.08%

Annual Total Return (%) History

Year
NSIDX
Category
2024
--
--
2023
16.83%
--
2022
-20.51%
--
2021
14.67%
--
2020
19.54%
10.99%
2019
25.22%
23.75%
2018
-11.14%
-12.72%
2017
14.59%
12.28%

2016
21.17%
20.78%
2015
-4.56%
-5.38%
2014
4.69%
3.79%
2013
38.64%
37.39%
2012
16.20%
15.46%
2011
-4.49%
-4.07%
2010
26.41%
25.61%
2009
27.22%
31.80%
2008
-34.05%
-36.56%
2007
-1.91%
-1.10%
2006
17.84%
15.03%
2005
4.20%
6.75%
2004
17.47%
18.94%
2003
46.08%
43.41%
2002
-21.00%
-16.22%
2001
1.61%
8.92%
2000
-3.22%
11.89%
1999
--
19.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.18% -- -- --
2023 2.75% 5.18% -5.17% 13.99%
2022 -7.51% -17.22% -2.27% 6.24%
2021 12.68% 4.23% -4.40% 2.12%
2020 -30.72% 25.27% 4.87% 31.33%
2019 14.58% 2.03% -2.46% 9.82%
2018 -0.15% 7.72% 3.55% -20.22%
2017 2.45% 2.47% 5.64% 3.32%
2016 -1.56% 3.83% 9.00% 8.76%
2015 4.28% 0.39% -11.95% 3.54%

2014 1.06% 2.02% -7.44% 9.71%
2013 12.30% 3.07% 10.16% 8.73%
2012 12.25% -3.49% 5.32% 1.84%
2011 7.78% -1.62% -21.91% 15.33%
2010 8.75% -10.05% 11.18% 16.25%
2009 -14.89% 20.73% 19.14% 3.92%
2008 -9.95% 0.47% -1.27% -26.16%
2007 1.96% 4.30% -3.16% -4.75%
2006 13.88% -5.18% 0.35% 8.74%
2005 -5.45% 4.33% 4.64% 0.96%
2004 6.04% 0.32% -3.00% 13.84%
2003 -4.64% 23.13% 8.90% 14.24%
2002 3.89% -8.61% -21.45% 5.93%
2001 -6.55% 13.88% -20.81% 20.57%
2000 6.49% -4.12% 1.03% -6.18%
1999 17.96% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 62
3-Month 55
1-Year 47
3-Year 90
5-Year 80

Load Adjusted Returns

1-Year 19.59%
3-Year -0.20%
5-Year 7.91%
10-Year 7.42%

Performance & Risk

YTD Return -0.83%
5y Average Return 6.04%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Northern Funds
Net Assets 1.18B
YTD Return 5.18%
Yield 1.49%
Morningstar Rating
Inception Date Sep 03, 1999

Fund Summary

The fund will invest substantially all (and at least 80%) of its net assets in the equity securities included in the Russell 2000® Index, in weightings that approximate the relative composition of securities contained in the Russell 2000 Index, and in index futures approved by the Commodity Futures Trading Commission. The index measures the performance of the small-cap segment of the U.S. equity universe.

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