NOCBX vs. FGBPX

In the year-to-date period, NOCBX achieves a 2.42% return, which is significantly higher than FGBPX's 2.12% return. Over the past 10 years, NOCBX has underperformed FGBPX with an annualized return of 1.48%, while FGBPX has yielded a comparatively higher 1.96% annualized return.

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

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.

The current NOCBX Sharpe Ratio is 1.15, which is comparable to the FGBPX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of NOCBX and FGBPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NOCBX's dividend yield for the trailing twelve months is around 4.20%, more than FGBPX's 3.90% yield.

The maximum NOCBX drawdown since its inception was -18.98%, roughly equal to the maximum FGBPX drawdown of -18.22%. Use the drawdown chart below to compare losses from any high point for NOCBX and FGBPX.

Northern Core Bond Fund (NOCBX) and Fidelity Advisor Investment Grade Bond Fund Class I (FGBPX) have volatilities of 1.45% and 1.40%, 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.