PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
LUBIX vs. NOCBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LUBIX vs. NOCBX

Last updated May 12, 2025

Compare and contrast key facts about Thrivent Income Fund (LUBIX) and Northern Core Bond Fund (NOCBX).

LUBIX is managed by Thrivent. It was launched on Jun 1, 1972. NOCBX is managed by Northern Funds. It was launched on Mar 29, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUBIX or NOCBX.

Correlation

The correlation between LUBIX and NOCBX is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

LUBIX vs. NOCBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Income Fund (LUBIX) and Northern Core Bond Fund (NOCBX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

LUBIX:

4.24%

NOCBX:

4.85%

Max Drawdown

LUBIX:

-0.37%

NOCBX:

-0.45%

Current Drawdown

LUBIX:

-0.37%

NOCBX:

-0.34%

Returns By Period

LUBIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

NOCBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

LUBIX vs. NOCBX - Expense Ratio Comparison

LUBIX has a 0.74% expense ratio, which is higher than NOCBX's 0.42% expense ratio.

LUBIX
Thrivent Income Fund
NOCBX
Northern Core Bond Fund

Risk-Adjusted Performance

LUBIX vs. NOCBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LUBIX
The Risk-Adjusted Performance Rank of LUBIX is 7474
Overall Rank
The Sharpe Ratio Rank of LUBIX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of LUBIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of LUBIX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of LUBIX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of LUBIX is 7575
Martin Ratio Rank
NOCBX
The Risk-Adjusted Performance Rank of NOCBX is 7373
Overall Rank
The Sharpe Ratio Rank of NOCBX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of NOCBX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of NOCBX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of NOCBX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of NOCBX is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LUBIX vs. NOCBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Income Fund (LUBIX) and Northern Core Bond Fund (NOCBX). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

LUBIX vs. NOCBX - Dividend Comparison

LUBIX's dividend yield for the trailing twelve months is around 3.85%, less than NOCBX's 4.19% yield.

TTM20242023202220212020201920182017201620152014
LUBIX
Thrivent Income Fund		3.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NOCBX
Northern Core Bond Fund		4.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LUBIX vs. NOCBX - Drawdown Comparison

The maximum LUBIX drawdown since its inception was -0.37%, smaller than the maximum NOCBX drawdown of -0.45%. Use the drawdown chart below to compare losses from any high point for LUBIX and NOCBX. For additional features, visit the drawdowns tool.

Loading data...

Volatility

LUBIX vs. NOCBX - Volatility Comparison

Loading data...