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Northern Income Equity (NOIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.22+0.06 (+0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.32%
5-year average return12.94%
Number of years up24
Number of years down5
Best 1-yr total return (30 Jun 2024)32.20%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return32.20%
Worst 3-yr total return6.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNOIEXCategory
YTD11.07%4.44%
1-month5.07%-4.04%
3-month4.73%4.09%
1-year27.17%14.37%
3-year9.29%6.04%
5-year13.88%9.20%
10-year10.67%8.57%
Last bull market24.43%22.97%
Last bear market-13.48%-11.27%

Annual total return (%) history

Year
NOIEXCategory
2024
N/AN/A
2023
19.51%11.63%
2022
-13.13%-5.90%
2021
28.03%26.22%
2020
10.97%2.91%
2019
27.01%25.04%
2018
-6.41%-8.53%
2017
20.21%15.94%
2016
11.37%14.81%
2015
0.44%-4.05%
2014
9.28%10.21%
2013
24.86%31.21%
2012
10.61%14.57%
2011
2.18%-0.75%
2010
15.99%13.66%
2009
32.20%24.13%
2008
-30.82%-37.09%
2007
5.43%1.42%
2006
18.26%18.15%
2005
5.85%5.95%
2004
10.37%12.97%
2003
20.12%28.44%
2002
-4.48%-18.69%
2001
-2.00%-4.99%
2000
6.67%7.87%
1999
9.96%6.72%
1998
9.18%12.00%
1997
20.84%26.61%
1996
19.95%20.08%
1995
18.90%32.39%
1994
N/A-0.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.35%N/AN/AN/A
20234.23%6.72%-2.63%10.35%
2022-2.88%-13.48%-6.24%10.25%
20216.91%7.58%-0.12%11.45%
2020-22.67%19.18%7.13%12.40%
201912.05%3.29%1.94%7.65%
2018-2.59%3.65%6.96%-13.34%
20174.48%2.46%4.75%7.21%
20163.03%3.51%0.14%4.29%
20151.84%-2.67%-3.25%4.73%
20141.73%4.28%-1.20%4.26%
201310.72%0.86%4.23%7.26%
20127.39%-2.15%5.43%-0.16%
20117.55%-1.29%-12.48%9.97%
20104.35%-7.46%10.84%8.37%
2009-6.28%15.11%15.19%6.38%
2008-6.89%0.50%-9.46%-18.35%
20073.19%4.65%-0.18%-2.19%
20064.03%-0.43%5.66%8.05%
2005-0.85%2.73%4.60%-0.65%
20042.81%0.08%0.77%6.45%
2003-0.08%8.11%1.77%9.26%
20023.48%-2.29%-8.96%3.77%
2001-5.05%3.16%-5.24%5.59%
20009.54%-2.51%4.35%-4.28%
19991.13%6.12%-5.80%8.77%
19989.75%-1.20%-9.26%10.97%
19971.21%8.29%7.77%2.30%
19966.14%3.96%3.28%5.26%
19954.77%5.00%4.15%3.77%
1994-1.79%3.03%-3.58%N/A

Rank in category (by total return)

YTD10
1-month4
3-month32
1-year18
3-year8
5-year13

Load adjusted returns

1-year27.17%
3-year9.29%
5-year13.88%
10-year10.67%