Northern Trust Corporation (NTRS) Total Return CAGR:50.59%(TTM)
Over the latest trailing 12-month period, Northern Trust Corporation (NTRS)'s total return cagr is +50.59%. The comparable SPY value is +22.76%. Year-to-date total return is +28.67%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Northern Trust Corporation's Total Return CAGR averages 38.69% over 3 years and 12.07% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Northern Trust Corporation's investment performance.
NTRS Total Return CAGR Chart
Northern Trust Corporation (NTRS)
NTRS Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
NTRS Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1778.54 | 2288.51 | +509.97 | +28.67% | +28.67% |
| 2025 | 1299.34 | 1778.54 | +479.20 | +36.88% | +36.88% |
| 2024 | 1034.17 | 1299.34 | +265.18 | +25.64% | +25.64% |
| 2023 | 1044.27 | 1034.17 | -10.10 | -0.97% | -0.97% |
| 2022 | 1370.77 | 1044.27 | -326.50 | -23.82% | -23.82% |
| 2021 | 1041.29 | 1370.77 | +329.48 | +31.64% | +31.64% |
| 2020 | 1145.75 | 1041.29 | -104.46 | -9.12% | -9.12% |
| 2019 | 877.47 | 1145.75 | +268.28 | +30.57% | +30.57% |
| 2018 | 1028.39 | 877.47 | -150.92 | -14.68% | -14.68% |
| 2017 | 900.79 | 1028.39 | +127.60 | +14.17% | +14.17% |
| 2016 | 714.42 | 900.79 | +186.37 | +26.09% | +26.09% |
| 2015 | 654.99 | 714.42 | +59.43 | +9.07% | +9.07% |
| 2014 | 589.57 | 654.99 | +65.42 | +11.10% | +11.10% |
| 2013 | 467.48 | 589.57 | +122.09 | +26.12% | +26.12% |
| 2012 | 360.08 | 467.48 | +107.40 | +29.83% | +29.83% |
| 2011 | 490.30 | 360.08 | -130.22 | -26.56% | -26.56% |
| 2010 | 453.61 | 490.30 | +36.69 | +8.09% | +8.09% |
| 2009 | 441.71 | 453.61 | +11.89 | +2.69% | +2.69% |
| 2008 | 638.00 | 441.71 | -196.29 | -30.77% | -30.77% |
| 2007 | 497.71 | 638.00 | +140.29 | +28.19% | +28.19% |
| 2006 | 417.85 | 497.71 | +79.86 | +19.11% | +19.11% |
| 2005 | 384.80 | 417.85 | +33.05 | +8.59% | +8.59% |
| 2004 | 360.41 | 384.80 | +24.39 | +6.77% | +6.77% |
| 2003 | 268.06 | 360.41 | +92.35 | +34.45% | +34.45% |
| 2002 | 453.71 | 268.06 | -185.65 | -40.92% | -40.92% |
| 2001 | 608.20 | 453.71 | -154.49 | -25.40% | -25.40% |
| 2000 | 392.18 | 608.20 | +216.02 | +55.08% | +55.08% |
| 1999 | 320.13 | 392.18 | +72.05 | +22.51% | +22.51% |
| 1998 | 252.85 | 320.13 | +67.28 | +26.61% | +26.61% |
| 1997 | 129.59 | 252.85 | +123.26 | +95.11% | +95.11% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 2,289 | +28.3% | +50.6% |
| Q1 2026 | 1,784 | -2.6% | +41.4% |
| Q4 2025 | 1,832 | +9.3% | +39.2% |
| Q3 2025 | 1,676 | +10.3% | +48.1% |
| Q2 2025 | 1,520 | +20.5% | +47.5% |
| Q1 2025 | 1,262 | -4.1% | +18.8% |
| Q4 2024 | 1,316 | +16.3% | +29.2% |
| Q3 2024 | 1,132 | +9.8% | +33.4% |
| Q2 2024 | 1,031 | -2.9% | +15.6% |
| Q1 2024 | 1,062 | +4.3% | +2.5% |
| Q4 2023 | 1,018 | +20.0% | -2.0% |
| Q3 2023 | 848 | -4.8% | -18.0% |
| Q2 2023 | 891 | -14.0% | -18.2% |
| Q1 2023 | 1,036 | -0.2% | -23.4% |
| Q4 2022 | 1,039 | +0.4% | -24.1% |
| Q3 2022 | 1,035 | -5.0% | -17.6% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Northern Trust Corporation
Northern Trust Corporation, a financial holding company established in 1889 and based in Chicago, Illinois, offers a comprehensive suite of wealth management, asset servicing, asset management, and banking solutions worldwide. Its diverse client base includes corporations, institutions, families, and individual investors. The company structures its operations across two primary segments: Asset Servicing and Wealth Management. The Asset Servicing division delivers a broad spectrum of support and operational services tailored for institutional entities. These services include custody, fund administration, outsourced investment operations, investment management, investment risk and analytical reporting, employee benefit services, securities lending, foreign exchange, treasury management, brokerage, transition management, and banking and cash management solutions. This segment serves corporate and public retirement funds, charitable foundations, endowments, investment managers, insurance companies, sovereign wealth funds, and other major institutional investors. Conversely, the Wealth Management segment is dedicated to high-net-worth individuals, families, business owners, executives, professionals, retirees, and established privately held businesses. Its offerings span trust administration, investment management, custody, philanthropic advisory, financial consulting, guardianship and estate administration, family business consulting, family financial education, brokerage services, and private and business banking. Furthermore, Northern Trust provides extensive asset management capabilities, encompassing active and passive strategies for both equity and fixed income, cash management, and alternative asset classes like private equity and hedge funds of funds. These investment products are delivered via diverse vehicles, including individually managed accounts, bank common and collective funds, registered investment companies, exchange-traded funds, non-U.S. collective investment funds, and unregistered private investment funds. The corporation also offers sophisticated overlay and other risk management services.
- Sector
- Financial Services
- Industry
- Banks - Diversified
- CEO
- Michael Gerard O'Grady