LUBIX vs. NOCBX
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 0.87, 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
LUBIX vs. NOCBX - Performance Comparison
Key characteristics
LUBIX:
0.50
NOCBX:
0.22
LUBIX:
0.74
NOCBX:
0.33
LUBIX:
1.09
NOCBX:
1.04
LUBIX:
0.18
NOCBX:
0.08
LUBIX:
1.68
NOCBX:
0.62
LUBIX:
1.66%
NOCBX:
1.93%
LUBIX:
5.53%
NOCBX:
5.56%
LUBIX:
-24.42%
NOCBX:
-20.21%
LUBIX:
-10.49%
NOCBX:
-10.58%
Returns By Period
In the year-to-date period, LUBIX achieves a 2.34% return, which is significantly higher than NOCBX's 0.76% return. Over the past 10 years, LUBIX has outperformed NOCBX with an annualized return of 1.92%, while NOCBX has yielded a comparatively lower 0.95% annualized return.
LUBIX
2.34%
-0.49%
2.12%
2.91%
-0.13%
1.92%
NOCBX
0.76%
-0.79%
0.82%
0.98%
-0.84%
0.95%
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LUBIX vs. NOCBX - Expense Ratio Comparison
LUBIX has a 0.74% expense ratio, which is higher than NOCBX's 0.42% expense ratio.
Risk-Adjusted Performance
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.
Dividends
LUBIX vs. NOCBX - Dividend Comparison
LUBIX's dividend yield for the trailing twelve months is around 3.74%, more than NOCBX's 3.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUBIX Thrivent Income Fund | 3.74% | 3.68% | 3.32% | 2.52% | 2.56% | 2.97% | 3.44% | 3.01% | 3.17% | 3.42% | 3.44% | 3.51% |
NOCBX Northern Core Bond Fund | 3.49% | 3.64% | 2.87% | 1.72% | 1.97% | 2.67% | 3.06% | 2.90% | 2.19% | 2.40% | 2.17% | 2.63% |
Drawdowns
LUBIX vs. NOCBX - Drawdown Comparison
The maximum LUBIX drawdown since its inception was -24.42%, which is greater than NOCBX's maximum drawdown of -20.21%. Use the drawdown chart below to compare losses from any high point for LUBIX and NOCBX. For additional features, visit the drawdowns tool.
Volatility
LUBIX vs. NOCBX - Volatility Comparison
Thrivent Income Fund (LUBIX) has a higher volatility of 1.59% compared to Northern Core Bond Fund (NOCBX) at 1.47%. This indicates that LUBIX's price experiences larger fluctuations and is considered to be riskier than NOCBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.