Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGREX (NORTHERN GLOBAL REAL ESTATE INDEX FUND NORTHERN GLOBAL REAL ESTATE INDEX FUND) | 9.78% | 14.65% | 10.19% | 1.68% | 4.27% | 5.12% | NA | … | … |
Data as of 06/15/2026, Common starting date is 07/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGREX (NORTHERN GLOBAL REAL ESTATE INDEX FUND NORTHERN GLOBAL REAL ESTATE INDEX FUND) | 07/28/2006 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | 14.65 | 10.19 | 1.68 | 4.27 | 5.12 | NA | … | … | 9.78 | 10.42 | 2.67 | 9.98 | -24.31 | 22.72 | -8.40 | 23.15 | -6.68 | 14.37 | 4.36 | -1.17 | 13.45 | 1.70 | 29.38 | -8.93 | 19.40 | 32.77 | -50.14 | -11.07 | 18.49 |
| Sharpe Ratio | NA | 1.01 | 0.53 | -0.06 | 0.15 | NA | NA | … | … | 1.61 | 0.56 | -0.07 | 0.39 | -1.27 | 2.01 | -0.24 | 2.43 | -0.69 | 1.76 | 0.28 | -0.09 | 1.51 | 0.12 | 2.30 | -0.35 | 0.93 | 0.81 | -0.98 | -0.67 | 5.16 |
| Standard Deviation(%) | NA | 11.47 | 13.90 | 15.36 | 17.02 | NA | NA | … | … | 13.11 | 13.51 | 13.17 | 16.23 | 20.26 | 11.27 | 35.74 | 8.93 | 11.75 | 7.81 | 14.61 | 13.97 | 8.87 | 13.32 | 12.84 | 25.64 | 20.80 | 40.23 | 52.14 | 21.30 | 8.84 |
| Draw Down(%) | NA | 10.33 | 17.04 | 32.14 | 41.06 | NA | NA | … | … | 10.33 | 12.44 | 10.88 | 19.60 | 32.14 | 6.49 | 41.06 | 4.71 | 11.23 | 4.05 | 12.43 | 14.82 | 7.67 | 15.99 | 9.46 | 23.79 | 14.56 | 38.31 | 64.31 | 21.55 | 2.24 |
| Yield(%) | 0.00 | 3.79 | 3.29 | 2.47 | 3.24 | 3.67 | 2.36 | … | … | 0.00 | 4.18 | 3.67 | 2.56 | 1.39 | 3.79 | 1.88 | 5.37 | 3.50 | 2.89 | 4.43 | 2.38 | 2.91 | 3.31 | 4.56 | 1.94 | 2.54 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 07/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGREX (NORTHERN GLOBAL REAL ESTATE INDEX FUND NORTHERN GLOBAL REAL ESTATE INDEX FUND) |
-19.20%
Jan 2007 – Jan 2010 |
-8.53%
Dec 2006 – Dec 2011 |
-0.51%
Jan 2007 – Jan 2017 |
0.00%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGREX (NORTHERN GLOBAL REAL ESTATE INDEX FUND NORTHERN GLOBAL REAL ESTATE INDEX FUND) |
31.03%
Feb 2009 – Feb 2012 |
22.18%
Feb 2009 – Feb 2014 |
13.77%
Feb 2009 – Feb 2019 |
9.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart