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Northern Funds Manager Performance Evaluation

NO
NOLVX -- USA Fund  

USD 16.21  0.65  3.86%

The fund secures Beta (Market Risk) of 0.3491, which conveys that as returns on market increase, Northern Funds returns are expected to increase less than the market. However during bear market, the loss on holding Northern Funds will be expected to be smaller as well. Even though it is essential to pay attention to Northern Funds Large price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Northern Funds exposes twenty-six different technical indicators, which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days Northern Funds Large Cap Value has generated negative risk-adjusted returns adding no value to fund investors. Inspite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
Fifty Two Week Low15.72
Fifty Two Week High18.31
Annual Report Expense Ratio0.58%

Northern Funds Large Relative Risk vs. Return Landscape

If you would invest  1,808  in Northern Funds Large Cap Value on January 26, 2020 and sell it today you would lose (187.00)  from holding Northern Funds Large Cap Value or give up 10.34% of portfolio value over 30 days. Northern Funds Large Cap Value is currently producing negative expected returns and takes up 1.1254% volatility of returns over 30 trading days. Put another way, 10% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
    
  Risk (%) 
Assuming 30 trading days horizon, Northern Funds is expected to under-perform the market. In addition to that, the company is 1.11 times more volatile than its market benchmark. It trades about -0.15 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.06 per unit of volatility.

Northern Funds Current Valuation

Fairly Valued
Today
16.21
February 25, 2020
16.47
Real Value
19.86
Upside
Northern Funds is not too volatile asset. Northern Funds Large secures last-minute Real Value of $16.47 per share. The latest price of the fund is $16.21. At this time the organization appears to be fairly valued. We determine the value of Northern Funds Large from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Northern Funds Market Risk Analysis

Sharpe Ratio = -0.1482
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Northern Funds Performance Indicators

Estimated Market Risk
 1.13
  actual daily
 
 10 %
of total potential
 
1010
Expected Return
 -0.17
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.15
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average Northern Funds is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Northern Funds by adding it to a well-diversified portfolio.

Northern Funds Alerts

Equity Alerts and Improvement Suggestions

Northern Funds Large generates negative expected return over the last 30 days
The fund generated five year return of -3.0%
Northern Funds Large maintains 99.8% of its assets in stocks
Additionally, see Stocks Correlation. Please also try Equity Analysis module to research over 250,000 global equities including funds, stocks and etfs to find investment opportunities.
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