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Northeast Investors Trust (NTHEX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.88+0.04 (+0.83%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating
Year-to-Date Return4.06%
5-Year Average Return2.74%
Number of Years Up45
Number of Years Down21
Best 1 Yr Total Return (Jun 29, 2017)53.74%
Worst 1 Yr Total Return (Jun 29, 2017)-37.29%
Best 3-Yr Total Return53.74%
Worst 3-Yr Total Return-11.03%

Trailing Returns (%) Vs. Benchmarks

ReturnNTHEXCategory
YTD4.06%4.09%
1-Month1.70%0.03%
3-Month2.76%1.74%
1-Year17.85%10.78%
3-Year-3.52%3.02%
5-Year2.74%5.70%
10-Year2.24%6.04%
Last Bull Market12.72%11.92%
Last Bear Market-9.53%-7.32%

Annual Total Return (%) History

Year
NTHEXCategory
2017
N/AN/A
2016
16.72%13.30%
2015
-17.99%-4.01%
2014
-5.36%1.11%
2013
13.01%6.90%
2012
14.63%14.67%
2011
-0.72%2.83%
2010
14.25%14.24%
2009
53.74%46.70%
2008
-37.29%-26.41%
2007
0.17%1.47%
2006
12.10%10.14%
2005
2.23%2.59%
2004
14.38%9.99%
2003
14.35%24.36%
2002
3.23%-1.52%
2001
1.33%2.39%
2000
-6.05%-7.12%
1999
3.50%5.05%
1998
-0.25%-0.13%
1997
13.89%13.27%
1996
20.16%13.49%
1995
17.27%17.30%
1994
2.20%-3.04%
1993
23.60%18.60%
1992
17.49%17.13%
1991
26.38%37.19%
1990
-9.17%-10.34%
1989
0.02%-0.44%
1988
14.05%12.57%
1987
0.21%1.99%
1986
20.36%13.55%
1985
25.64%21.87%
1984
13.07%8.69%
1983
11.25%16.06%
1982
36.85%31.32%
1981
5.71%6.01%
1980
-0.11%3.67%
1979
-1.13%4.15%
1978
-0.84%2.22%
1977
6.64%4.90%
1976
21.96%28.37%
1975
17.72%22.98%
1974
-15.42%-14.28%
1973
-7.21%-13.26%
1972
1.79%5.55%
1971
6.89%17.62%
1970
-0.48%-1.68%
1969
-17.44%-10.07%
1968
6.07%10.11%
1967
2.81%11.34%
1966
-12.75%-6.62%
1965
0.97%8.46%
1964
3.98%10.80%
1963
4.69%12.42%
1962
-4.11%-2.87%
1961
9.35%15.54%
1960
-2.98%-0.41%
1959
-6.00%-1.81%
1958
25.39%24.60%
1957
-16.01%-12.84%
1956
-1.97%-3.36%
1955
12.73%9.93%
1954
35.10%28.06%
1953
-4.47%-1.61%
1952
9.20%10.30%
1951
4.12%4.18%
1950
N/A30.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.26%2.76%N/AN/A
2016-10.32%14.92%7.42%5.42%
2015-0.87%-0.55%-9.09%-8.50%
20142.78%2.14%-0.09%-9.76%
20135.11%2.03%2.28%3.04%
20126.52%0.16%4.12%3.18%
20112.90%0.97%-9.39%5.47%
20105.90%-1.84%5.16%4.53%
2009-5.92%31.46%20.12%3.48%
2008-2.78%-0.10%-10.05%-28.22%
20074.40%2.64%-2.71%-3.92%
20064.08%2.11%1.32%4.12%
2005-0.15%-0.11%1.84%0.63%
20044.07%1.25%2.95%5.44%
20030.59%5.07%2.14%5.93%
20025.79%1.14%-5.69%2.30%
20016.12%-0.47%-7.03%3.19%
2000-1.53%0.24%1.92%-6.61%
19992.81%1.97%-1.84%0.58%
19985.10%0.99%-10.45%4.94%
19972.69%4.52%5.20%0.86%
19964.95%4.33%4.87%4.65%
19956.76%4.20%4.37%1.01%
19942.94%0.40%1.21%-2.29%
19938.44%5.02%2.30%6.09%
19928.04%4.59%4.19%-0.22%
19913.09%9.31%8.37%3.49%
1990-5.39%2.92%-3.16%-3.68%
19891.01%2.02%0.34%-3.26%
19886.43%2.49%3.09%1.42%
19875.12%-1.01%-1.98%-1.75%
19868.68%4.09%2.93%3.37%
19854.72%8.99%2.79%7.09%
19841.74%-5.37%9.60%7.15%
19838.63%1.64%0.58%0.18%
19823.76%3.81%15.11%10.38%
19813.50%1.51%-6.36%7.45%
1980-7.65%20.67%-7.50%-3.09%
19793.01%2.22%-0.16%-5.96%
1978-0.27%-0.35%2.81%-2.95%
19770.81%3.07%2.08%0.54%
19767.94%1.96%5.34%5.19%
19758.39%4.21%-1.19%5.48%
1974-2.97%-7.94%-6.51%1.30%
1973-1.63%-1.98%-1.24%-2.57%
19720.89%0.00%-0.32%1.21%
19715.53%-2.72%1.26%2.82%
19702.11%-9.25%3.74%3.53%
1969-4.09%-3.92%-6.88%-3.79%
1968-0.24%5.43%0.34%0.51%
19676.54%-1.03%0.35%-2.83%
1966-2.45%-2.57%-9.88%1.87%
19651.72%-2.17%-0.05%1.52%
19642.13%1.81%-0.43%0.43%
19634.22%1.58%-1.39%0.28%
19621.63%-8.41%-0.42%3.46%
19619.29%0.28%-3.31%3.19%
1960-0.95%-1.45%-3.85%3.37%
19595.72%-0.53%-10.56%-0.06%
19588.37%6.36%-0.12%8.92%
1957-2.60%1.52%-13.92%-1.32%
19565.21%-3.19%-5.12%1.44%
19553.66%8.63%-2.90%3.10%
19549.08%6.55%6.30%9.35%
1953-0.84%-6.46%-2.63%5.78%
19523.96%1.06%-1.84%5.89%
19510.19%-2.87%7.97%-0.91%
19504.30%4.30%N/AN/A

Rank In Category (By Total Return)

YTD56
1-Month1
3-Month3
1-Year1
3-Year98
5-Year98

Load Adjusted Returns

1-Year17.85%
3-Year-3.52%
5-Year2.74%
10-Year2.24%