Performance analysis of Northern Trust (NTRS)
Annual Return
Over the past 3 years, NTRS has had an average annual return of +37.09%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NTRS has had an average annual return of +14.18%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NTRS has had an average annual return of +13.75%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, NTRS has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +36.91% | +36.88% | +25.64% | -0.97% | -23.82% | +31.64% | -9.12% | +30.58% | -14.68% | +14.17% | +26.08% | +9.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.10% | +26.12% | +29.83% | -26.56% | +8.08% | +2.70% | -30.77% | +28.18% | +19.12% | +8.59% | +6.76% | +34.46% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -40.92% | -25.40% | +55.08% | +9.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.40% | -4.24% | -1.90% | +19.18% | -0.54% | +5.56% | +6.45% | +36.91% | |||||
| 2025 | +9.55% | -1.84% | -9.81% | -4.74% | +13.58% | +19.61% | +2.53% | +0.99% | +3.17% | -4.41% | +2.07% | +4.62% | +36.88% |
| 2024 | -5.62% | +3.13% | +9.26% | -7.34% | +2.25% | +0.60% | +5.56% | +2.89% | -0.44% | +11.65% | +10.59% | -7.15% | +25.64% |
| 2023 | +9.58% | -1.75% | -6.70% | -11.31% | -7.98% | +4.12% | +8.06% | -5.06% | -7.76% | -5.13% | +20.24% | +7.47% | -0.97% |
| 2022 | -2.48% | -2.35% | +2.91% | -11.50% | +8.44% | -13.10% | +3.42% | -4.70% | -9.34% | -1.42% | +10.39% | -4.14% | -23.82% |
| 2021 | -4.24% | +6.66% | +11.25% | +8.27% | +6.50% | -4.03% | -2.40% | +5.02% | -8.48% | +14.13% | -5.97% | +3.99% | +31.64% |
| 2020 | -7.94% | -10.27% | -13.06% | +4.90% | -0.19% | +1.27% | -1.25% | +4.52% | -3.94% | +0.38% | +18.98% | +0.78% | -9.12% |
| 2019 | +5.83% | +5.36% | -2.35% | +9% | -13.22% | +5.96% | +8.89% | -10.27% | +6.89% | +6.81% | +7.59% | -0.30% | +30.58% |
| 2018 | +5.51% | +0.46% | -2.21% | +3.51% | -3.96% | +0.76% | +6.15% | -1.61% | -4.45% | -7.89% | +5.49% | -15.23% | -14.68% |
| 2017 | -6.84% | +5.29% | -0.46% | +3.95% | -2.42% | +11.17% | -9.98% | +1.61% | +3.88% | +1.73% | +5% | +2.16% | +14.17% |
Drawdown analysis of Northern Trust (NTRS)
The maximum drawdown for the NTRS was -67.67%, occurring on Mar 11, 2003. Recovery took 1351 trading sessions.
The current NTRS drawdown is -3.17%.
Since Nov 1, 1999 NTRS has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.67% | Dec 7, 2000 | 562 | Mar 11, 2003 | 1351 | Jul 22, 2008 | 1913 |
| -60.45% | Sep 11, 2008 | 50 | Nov 20, 2008 | 1631 | May 18, 2015 | 1681 |
| -50.00% | Jan 14, 2022 | 446 | Oct 25, 2023 | 414 | Jun 23, 2025 | 860 |
| -42.75% | Dec 12, 2019 | 63 | Mar 16, 2020 | 260 | Mar 26, 2021 | 323 |
| -30.01% | Jul 16, 2015 | 145 | Feb 11, 2016 | 189 | Nov 9, 2016 | 334 |
| -29.98% | Jul 24, 2018 | 106 | Dec 24, 2018 | 240 | Dec 6, 2019 | 346 |
| -21.14% | Mar 22, 2000 | 17 | Apr 14, 2000 | 62 | Jul 14, 2000 | 79 |
| -18.83% | Sep 12, 2000 | 22 | Oct 12, 2000 | 39 | Dec 7, 2000 | 61 |
| -13.50% | Feb 1, 2000 | 27 | Mar 10, 2000 | 4 | Mar 16, 2000 | 31 |
| -13.12% | Aug 27, 2021 | 16 | Sep 21, 2021 | 18 | Oct 15, 2021 | 34 |
| -12.37% | Feb 9, 2026 | 26 | Mar 18, 2026 | 17 | Apr 13, 2026 | 43 |
| -12.33% | Dec 30, 1999 | 3 | Jan 4, 2000 | 7 | Jan 13, 2000 | 10 |
| -12.18% | Jul 5, 2017 | 43 | Sep 5, 2017 | 63 | Dec 4, 2017 | 106 |
| -10.61% | Jun 1, 2021 | 33 | Jul 19, 2021 | 29 | Aug 27, 2021 | 62 |
| -10.45% | Jan 22, 2018 | 13 | Feb 8, 2018 | 11 | Feb 26, 2018 | 24 |
| -10.16% | Mar 9, 2018 | 10 | Mar 23, 2018 | 80 | Jul 18, 2018 | 90 |
| -9.86% | Mar 16, 2000 | 2 | Mar 20, 2000 | 1 | Mar 21, 2000 | 3 |
| -9.54% | Nov 8, 1999 | 14 | Nov 29, 1999 | 18 | Dec 23, 1999 | 32 |
| -9.06% | Oct 20, 2021 | 29 | Dec 1, 2021 | 23 | Jan 4, 2022 | 52 |
| -8.83% | Sep 30, 2025 | 34 | Nov 17, 2025 | 16 | Dec 10, 2025 | 50 |
| -8.64% | Jan 4, 2017 | 12 | Jan 23, 2017 | 64 | Apr 25, 2017 | 76 |
| -7.76% | Jul 22, 2008 | 4 | Jul 28, 2008 | 6 | Aug 5, 2008 | 10 |
| -6.86% | Aug 11, 2008 | 6 | Aug 19, 2008 | 7 | Aug 28, 2008 | 13 |
| -6.82% | Apr 21, 2026 | 12 | May 7, 2026 | 19 | Jun 4, 2026 | 31 |
| -6.55% | Jan 19, 2000 | 3 | Jan 24, 2000 | 5 | Jan 31, 2000 | 8 |