Nasdaq - Delayed Quote USD

Northern World Selection Index I (NSRIX)

22.52
+0.06
+(0.27%)
As of 8:06:47 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.28%
5y Average Return 14.19%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (May 6, 2025) 28.28%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 28.28%
Worst 3Y Total Return 3.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NSRIX
Category
YTD
-2.56%
12.08%
1-Month
1.19%
0.64%
3-Month
-4.78%
6.49%
1-Year
8.49%
38.01%
3-Year
10.30%
12.74%
5-Year
13.41%
12.82%
10-Year
9.29%
9.05%
Last Bull Market
15.16%
18.82%
Last Bear Market
-15.44%
-20.53%

Annual Total Return (%) History

Year
NSRIX
Category
2025
--
--
2024
17.23%
--
2023
25.41%
--
2022
-19.42%
--
2021
24.63%
--
2020
15.48%
12.96%
2019
28.28%
25.26%
2018
-7.62%
-10.06%

2017
21.20%
22.28%
2016
7.52%
6.93%
2015
-0.87%
-0.92%
2014
4.56%
3.67%
2013
27.28%
24.08%
2012
15.15%
14.39%
2011
-5.68%
-7.19%
2010
10.43%
14.49%
2009
30.13%
34.45%
2008
--
-41.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.70% -- -- --
2024 9.75% 2.90% 5.25% -1.37%
2023 8.28% 6.98% -3.34% 12.00%
2022 -6.46% -15.44% -7.80% 10.49%
2021 5.54% 7.61% 0.45% 9.25%
2020 -19.60% 18.63% 7.14% 13.01%
2019 12.12% 4.08% 1.51% 8.29%
2018 -0.86% 1.01% 5.01% -12.15%
2017 5.98% 3.97% 4.89% 4.87%
2016 0.35% 1.39% 4.56% 1.07%

2015 2.67% -0.33% -7.92% 5.19%
2014 1.45% 4.89% -2.41% 0.69%
2013 9.08% 0.69% 7.68% 7.62%
2012 11.03% -5.62% 6.06% 3.60%
2011 3.88% 0.85% -16.40% 7.69%
2010 2.90% -12.90% 14.00% 8.08%
2009 -13.00% 21.53% 18.59% 3.78%
2008 -2.51% -13.26% -22.37% --

Rank in Category (By Total Return)

YTD 89
1-Month 27
3-Month 74
1-Year 63
3-Year 30
5-Year 24

Load Adjusted Returns

1-Year 8.49%
3-Year 10.30%
5-Year 13.41%
10-Year 9.29%

Performance & Risk

YTD Return -1.28%
5y Average Return 14.19%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Northern Funds
Net Assets 1.86B
YTD Return -2.56%
Yield 1.62%
Morningstar Rating
Inception Date Jul 31, 2020

Fund Summary

The fund will invest substantially all (and at least 80%) of its net assets in equity securities included in the index, in weightings that approximate the relative composition of the securities contained in the index, and in ADRs, EDRs, and GDRs representing such securities. The index is a capitalization weighted index that provides exposure to companies with high Environmental, Social and Governance (ESG) performance relative to their sector peers.

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