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Northeast Investors Trust

Ranked 16 out of 22 in Flexible Income Funds over 12 months

All calculations are in USD unless stated

The Trust seeks the production of income. Capital appreciation is also an objective of the Trust, but its achievement must be compatible with the primary objective. Under normal circumstances the Trust will invest at least 80% of its assets in fixed income securities.

sector performance

Flexible Income Funds
Rank Fund Name Currency Loss
18 Nuveen Preferred Securities and Income Fund;I USD -3.0%
19 Cutler Fixed Income Fund USD -3.6%
20 Northeast Investors Trust USD -4.4%
21 Fairholme Focused Income Fund USD -7.3%
22 AmericaFirst Income Fund;A USD -7.4%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 2.2%
2017 4.7% 1.3% 1.3% 1.9% 0.2%
2016 16.7% -10.3% 14.9% 7.4% 5.4%
2015 -18.0% -0.9% -0.6% -9.1% -8.5%
2014 -5.4% 2.8% 2.1% -0.1% -9.8%
2013 13.0% 5.1% 2.0% 2.3% 3.0%
2012 14.6% 6.5% 0.2% 4.1% 3.2%
2011 -0.7% 2.9% 1.0% -9.4% 5.5%
2010 14.3% 5.9% -1.8% 5.2% 4.5%
2009 53.8% -5.9% 31.5% 20.1% 3.5%
2008 -37.3% -2.8% -0.1% -10.1% -28.2%
2007 0.2% 4.4% 2.6% -2.7% -3.9%
2006 12.1% 4.1% 2.1% 1.3% 4.1%
2005 2.2% -0.2% -0.1% 1.8% 0.6%
2004 14.4% 4.1% 1.3% 3.0% 5.4%
2003 14.4% 0.6% 5.1% 2.1% 5.9%
2002 3.2% 5.8% 1.1% -5.7% 2.3%
2001 1.3% 6.1% -0.5% -7.0% 3.2%
2000 -6.1% -1.5% 0.2% 1.9% -6.6%
1999 3.5% 2.8% 2.0% -1.8% 0.6%
1998 -0.3% 5.1% 1.0% -10.5% 4.9%
1997 13.9% 2.7% 4.5% 5.2% 0.9%
1996 20.2% 5.0% 4.3% 4.9% 4.7%
1995 17.3% 6.8% 4.2% 4.4% 1.0%
1994 2.2% 2.9% 0.4% 1.2% -2.3%
1993 23.6% 8.4% 5.0% 2.3% 6.1%
1992 17.5% 8.0% 4.6% 4.2% -0.2%
1991 26.4% 3.0% 9.4% 8.4% 3.5%
1990 -9.7% -5.9% 2.9% -3.2% -3.7%
1989 0.6% 1.0% 2.0% 0.4% -2.8%
1988 14.1% 6.4% 2.5% 3.2% 1.3%
1987 0.2% 5.1% -1.0% -2.1% -1.7%
1986 20.4% 8.7% 4.1% 2.9% 3.4%
1985 25.7% 4.4% 9.2% 2.9% 7.1%
1984 13.1% 1.7% -5.4% 9.6% 7.2%
1983 11.3% 8.8% 1.5% 0.6% 0.2%
1982 36.9% 3.9% 3.7% 15.0% 10.5%
1981 5.7% 3.2% 1.8% -6.4% 7.5%
1980 -0.1% -7.7% 20.8% -7.5% -3.1%
1979 -1.1% 3.0% 2.2% -0.2% -6.0%
1978 -0.8% -0.3% -0.4% 2.8% -3.0%
1977 6.6% 0.8% 3.1% 2.0% 0.6%
1976 22.0% 8.0% 1.9% 5.4% 5.2%
1975 17.7% 8.4% 4.2% -1.2% 5.5%
1974 -7.7% -1.1% -6.0% -4.3% 3.7%
1973 -0.1% 0.2% -0.2% 0.6% -0.6%
1972 9.5% 2.7% 1.9% 1.5% 3.1%
1971 14.9% 7.3% -0.9% 3.2% 4.7%
1970 7.1% 3.9% -7.6% 5.7% 5.5%
1969 -9.7% -2.8% -2.4% -2.7% -2.2%
1968 14.7% 1.1% 6.9% 4.2% 1.8%
1967 10.4% 8.0% 0.8% 3.0% -1.6%
1966 -5.8% -1.3% -1.4% -6.2% 3.3%
1965 8.2% 2.9% -1.1% 3.6% 2.7%
1964 11.7% 3.3% 3.0% 3.3% 1.6%
1963 12.0% 5.4% 2.7% 2.1% 1.3%
1962 -4.1% 1.6% -8.4% -0.4% 3.5%
1961 9.4% 9.3% 0.3% -3.3% 3.2%
1960 -3.0% -1.0% -1.5% -3.9% 3.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/03/1950
  • Share Class size324Mn
  • Base currencyUSD
  • ISINUS6642101017

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%