Seasonal Evaluation for Northern Trust Corporation (NTRS)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 50.00% | 55.00% | 80.00% |
| Median Return | 2.28% | 0.72% | 1.74% | 9.81% |
| Average Return | 6.33% | 6.78% | 4.11% | 9.95% |
| Maximum Gain | 19.64% | 28.53% | 8.35% | 30.98% |
| Gain Year | 2012 | 2025 | 2009 | 2016 |
| Maximum Loss | -28.97% | -17.15% | -23.89% | -27.78% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 52.50% | 52.50% | 67.50% |
| Median Return | 5.42% | 1.27% | 1.49% | 3.78% |
| Average Return | 8.28% | 5.22% | 6.54% | 6.94% |
| Maximum Gain | 30.98% | 28.53% | 28.53% | 30.98% |
| Gain Year | 2016 | 2025 | 2025 | 2016 |
| Maximum Loss | -28.97% | -23.89% | -28.97% | -27.78% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||