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Nasdaq - Delayed Quote USD

Northern Global Tactical Asset Allc (BBALX)

12.54
-0.10
(-0.79%)
As of 8:09:09 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.75%
5y Average Return 6.96%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Apr 15, 2025) 17.61%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 17.61%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BBALX
Category
YTD
0.90%
8.60%
1-Month
-1.96%
0.11%
3-Month
0.90%
4.82%
1-Year
6.04%
25.33%
3-Year
3.00%
8.02%
5-Year
8.42%
8.06%
10-Year
4.92%
6.03%
Last Bull Market
10.91%
13.54%
Last Bear Market
-10.45%
-13.20%

Annual Total Return (%) History

Year
BBALX
Category
2025
--
--
2024
8.01%
--
2023
10.73%
--
2022
-12.76%
--
2021
11.20%
--
2020
6.48%
6.18%
2019
17.61%
16.10%
2018
-7.91%
-8.26%

2017
14.18%
14.79%
2016
9.13%
6.04%
2015
-2.24%
-4.15%
2014
2.14%
1.54%
2013
11.58%
10.07%
2012
14.02%
10.74%
2011
-0.01%
-3.99%
2010
10.80%
10.58%
2009
20.14%
24.37%
2008
-21.14%
-28.98%
2007
4.31%
11.39%
2006
7.62%
16.61%
2005
4.50%
6.56%
2004
5.55%
15.24%
2003
16.39%
25.32%
2002
-9.59%
-2.16%
2001
-4.75%
-3.23%
2000
0.98%
0.23%
1999
12.82%
21.83%
1998
22.44%
9.68%
1997
20.20%
13.17%
1996
11.26%
14.59%
1995
20.55%
16.98%
1994
-6.02%
-4.05%
1993
--
21.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.90% -- -- --
2024 2.78% 1.17% 6.23% -2.21%
2023 3.51% 1.46% -2.25% 7.85%
2022 -3.66% -10.45% -5.45% 6.94%
2021 3.08% 4.55% -0.87% 4.08%
2020 -16.81% 12.55% 3.82% 9.54%
2019 8.88% 2.10% 0.41% 5.37%
2018 -1.17% -0.98% 1.56% -7.34%
2017 3.95% 2.15% 3.68% 3.70%
2016 2.44% 2.04% 3.52% 0.85%

2015 1.69% -0.73% -4.95% 1.89%
2014 1.33% 3.60% -3.01% 0.32%
2013 3.76% -2.22% 5.07% 4.67%
2012 7.95% -2.02% 5.15% 2.53%
2011 2.93% 0.95% -9.31% 6.12%
2010 2.48% -5.56% 8.83% 5.20%
2009 -4.58% 10.25% 10.19% 3.64%
2008 -6.93% -1.07% -6.27% -8.63%
2007 1.36% 3.47% 2.44% -2.91%
2006 1.67% -2.55% 4.25% 4.20%
2005 -1.54% 1.67% 2.69% 1.66%
2004 1.42% -0.47% -1.42% 6.07%
2003 -1.10% 7.18% 2.74% 6.88%
2002 0.73% -6.03% -7.74% 3.53%
2001 -6.39% 2.71% -6.54% 6.00%
2000 5.72% -1.02% 1.46% -4.89%
1999 2.48% 3.44% -3.66% 10.47%
1998 9.37% 3.52% -4.71% 13.49%
1997 -0.61% 12.81% 4.95% 2.15%
1996 1.88% 2.28% 3.47% 3.20%
1995 5.04% 5.24% 4.91% 3.94%
1994 -4.35% -2.75% 3.49% -2.37%
1993 0.44% -- -- --

Rank in Category (By Total Return)

YTD 63
1-Month 63
3-Month 63
1-Year 39
3-Year 57
5-Year 63

Load Adjusted Returns

1-Year 6.04%
3-Year 3.00%
5-Year 8.42%
10-Year 4.92%

Performance & Risk

YTD Return -1.75%
5y Average Return 6.96%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Northern Funds
Net Assets 77.21M
YTD Return 0.90%
Yield 3.21%
Morningstar Rating
Inception Date Jul 01, 1993

Fund Summary

The fund will generally seek exposure to a number of different asset classes based on an asset allocation framework developed by the Investment Policy Committee of Northern Trust. The asset classes in which it seeks to obtain exposure include but are not limited to small-, mid- and large-capitalization common stocks; real estate securities; commodity-related securities; mortgage- and asset-backed securities; and fixed-income securities, including high yield securities and money market instruments.

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