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Northern Large Cap Value (NOLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.67+0.09 (+0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.77%
5-year average return9.46%
Number of years up16
Number of years down7
Best 1-yr total return (27 Jun 2024)35.59%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.59%
Worst 3-yr total return5.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNOLVXCategory
YTD7.90%4.44%
1-month2.45%-4.04%
3-month3.31%4.09%
1-year23.18%14.37%
3-year5.85%6.04%
5-year11.27%9.20%
10-year8.42%8.57%
Last bull market23.70%22.97%
Last bear market-11.52%-11.27%

Annual total return (%) history

Year
NOLVXCategory
2024
N/AN/A
2023
10.04%11.63%
2022
-5.99%-5.90%
2021
28.34%26.22%
2020
1.31%2.91%
2019
25.94%25.04%
2018
-8.50%-8.53%
2017
12.54%15.94%
2016
16.95%14.81%
2015
-5.98%-4.05%
2014
10.61%10.21%
2013
35.59%31.21%
2012
13.85%14.57%
2011
-8.91%-0.75%
2010
13.43%13.66%
2009
25.42%24.13%
2008
-34.10%-37.09%
2007
-3.64%1.42%
2006
19.30%18.15%
2005
3.32%5.95%
2004
10.84%12.97%
2003
30.73%28.44%
2002
-14.93%-18.69%
2001
1.87%-4.99%
2000
N/A7.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.18%N/AN/AN/A
20230.16%2.53%-1.00%8.23%
2022-0.70%-11.52%-6.38%14.28%
202112.78%5.89%-0.60%8.13%
2020-29.04%14.94%5.55%17.68%
201911.93%2.80%1.84%7.48%
2018-2.94%1.71%5.71%-12.32%
20172.63%0.79%3.00%5.63%
20160.62%2.39%4.37%8.76%
20150.50%0.36%-9.12%2.56%
20140.70%4.08%0.37%5.15%
201311.64%5.54%3.93%10.73%
201212.66%-5.36%7.59%-0.75%
20114.19%-3.73%-20.57%14.33%
20106.60%-12.81%9.55%11.40%
2009-13.15%17.55%16.30%5.63%
2008-8.90%-8.11%-0.11%-21.18%
20071.03%6.64%-2.53%-8.24%
20065.70%0.00%6.59%5.90%
20050.22%-0.15%2.24%0.99%
20043.52%1.90%-0.78%5.90%
2003-5.58%16.13%3.76%14.91%
20024.36%-9.54%-18.46%10.51%
2001-1.44%3.46%-6.96%7.37%
200011.85%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month75
3-month63
1-year45
3-year59
5-year54

Load adjusted returns

1-year23.18%
3-year5.85%
5-year11.27%
10-year8.42%