NOBOX vs. FTBFX

In the year-to-date period, NOBOX achieves a 1.35% return, which is significantly higher than FTBFX's 1.28% return. Over the past 10 years, NOBOX has underperformed FTBFX with an annualized return of 1.32%, while FTBFX has yielded a comparatively higher 1.94% annualized return.

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NOBOX has a 0.07% expense ratio, which is lower than FTBFX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Northern Bond Index Fund (NOBOX) and Fidelity Total Bond Fund (FTBFX). 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.

The current NOBOX Sharpe Ratio is 0.87, which is comparable to the FTBFX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of NOBOX and FTBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NOBOX's dividend yield for the trailing twelve months is around 3.86%, less than FTBFX's 4.16% yield.

The maximum NOBOX drawdown since its inception was -18.64%, roughly equal to the maximum FTBFX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for NOBOX and FTBFX. For additional features, visit the drawdowns tool.

Northern Bond Index Fund (NOBOX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.50% and 1.52%, 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.