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NOCBX vs. FGBPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NOCBX and FGBPX is 0.00. 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

NOCBX vs. FGBPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Northern Core Bond Fund (NOCBX) and Fidelity Advisor Investment Grade Bond Fund Class I (FGBPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


NOCBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FGBPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NOCBX vs. FGBPX - Expense Ratio Comparison

NOCBX has a 0.42% expense ratio, which is lower than FGBPX's 0.49% expense ratio.


Risk-Adjusted Performance

NOCBX vs. FGBPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

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

FGBPX
The Risk-Adjusted Performance Rank of FGBPX is 7373
Overall Rank
The Sharpe Ratio Rank of FGBPX is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of FGBPX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of FGBPX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of FGBPX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of FGBPX is 7171
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.

NOCBX vs. FGBPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northern Core Bond Fund (NOCBX) and Fidelity Advisor Investment Grade Bond Fund Class I (FGBPX). 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.



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Dividends

NOCBX vs. FGBPX - Dividend Comparison

NOCBX's dividend yield for the trailing twelve months is around 4.19%, while FGBPX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
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%
FGBPX
Fidelity Advisor Investment Grade Bond Fund Class I
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NOCBX vs. FGBPX - Drawdown Comparison


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Volatility

NOCBX vs. FGBPX - Volatility Comparison


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