ESGYX vs. NSRIX
Compare and contrast key facts about Mirova Global Sustainable Equity Fund (ESGYX) and Northern Global Sustainability Index Fund (NSRIX).
ESGYX is managed by Natixis Funds. It was launched on Mar 30, 2016. NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGYX or NSRIX.
Correlation
The correlation between ESGYX and NSRIX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ESGYX vs. NSRIX - Performance Comparison
Key characteristics
ESGYX:
0.91
NSRIX:
0.89
ESGYX:
1.36
NSRIX:
1.25
ESGYX:
1.16
NSRIX:
1.17
ESGYX:
0.63
NSRIX:
1.37
ESGYX:
3.47
NSRIX:
3.70
ESGYX:
3.29%
NSRIX:
3.31%
ESGYX:
12.59%
NSRIX:
13.83%
ESGYX:
-43.41%
NSRIX:
-55.34%
ESGYX:
-7.53%
NSRIX:
-4.50%
Returns By Period
In the year-to-date period, ESGYX achieves a 6.13% return, which is significantly higher than NSRIX's 3.88% return.
ESGYX
6.13%
3.20%
0.39%
12.87%
6.65%
N/A
NSRIX
3.88%
0.51%
1.79%
12.83%
9.69%
8.52%
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ESGYX vs. NSRIX - Expense Ratio Comparison
ESGYX has a 0.95% expense ratio, which is higher than NSRIX's 0.29% expense ratio.
Risk-Adjusted Performance
ESGYX vs. NSRIX — Risk-Adjusted Performance Rank
ESGYX
NSRIX
ESGYX vs. NSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mirova Global Sustainable Equity Fund (ESGYX) and Northern Global Sustainability Index Fund (NSRIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ESGYX vs. NSRIX - Dividend Comparison
ESGYX's dividend yield for the trailing twelve months is around 0.36%, less than NSRIX's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGYX Mirova Global Sustainable Equity Fund | 0.36% | 0.38% | 0.61% | 0.74% | 0.16% | 0.03% | 0.35% | 0.26% | 0.24% | 0.09% | 0.00% | 0.00% |
NSRIX Northern Global Sustainability Index Fund | 1.58% | 1.64% | 1.57% | 1.55% | 1.32% | 1.62% | 1.90% | 2.10% | 1.88% | 2.27% | 1.95% | 2.22% |
Drawdowns
ESGYX vs. NSRIX - Drawdown Comparison
The maximum ESGYX drawdown since its inception was -43.41%, smaller than the maximum NSRIX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for ESGYX and NSRIX. For additional features, visit the drawdowns tool.
Volatility
ESGYX vs. NSRIX - Volatility Comparison
Mirova Global Sustainable Equity Fund (ESGYX) and Northern Global Sustainability Index Fund (NSRIX) have volatilities of 3.24% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.