NOCBX vs. LUBIX
Compare and contrast key facts about Northern Core Bond Fund (NOCBX) and Thrivent Income Fund (LUBIX).
NOCBX is managed by Northern Funds. It was launched on Mar 29, 2001. LUBIX is managed by Thrivent. It was launched on Jun 1, 1972.
Performance
NOCBX vs. LUBIX - Performance Comparison
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NOCBX vs. LUBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOCBX Northern Core Bond Fund | -0.09% | 6.17% | 1.10% | 5.07% | -14.51% | -1.62% | 7.32% | 9.76% | -1.03% | 4.05% |
LUBIX Thrivent Income Fund | -0.95% | 7.57% | 2.93% | 8.11% | -16.07% | -0.76% | 11.61% | 13.20% | -2.60% | 5.69% |
Returns By Period
In the year-to-date period, NOCBX achieves a -0.09% return, which is significantly higher than LUBIX's -0.95% return. Over the past 10 years, NOCBX has underperformed LUBIX with an annualized return of 1.31%, while LUBIX has yielded a comparatively higher 2.79% annualized return.
NOCBX
- 1D
- 0.11%
- 1M
- -1.33%
- YTD
- -0.09%
- 6M
- 0.67%
- 1Y
- 4.05%
- 3Y*
- 2.94%
- 5Y*
- -0.45%
- 10Y*
- 1.31%
LUBIX
- 1D
- 0.31%
- 1M
- -1.98%
- YTD
- -0.95%
- 6M
- -0.41%
- 1Y
- 3.90%
- 3Y*
- 4.56%
- 5Y*
- 0.46%
- 10Y*
- 2.79%
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NOCBX vs. LUBIX - Expense Ratio Comparison
NOCBX has a 0.42% expense ratio, which is lower than LUBIX's 0.74% expense ratio.
Return for Risk
NOCBX vs. LUBIX — Risk / Return Rank
NOCBX
LUBIX
NOCBX vs. LUBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Core Bond Fund (NOCBX) and Thrivent Income Fund (LUBIX). 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.
| NOCBX | LUBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.91 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.29 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.45 | +0.28 |
Martin ratioReturn relative to average drawdown | 5.39 | 4.73 | +0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NOCBX | LUBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.91 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.07 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.50 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.65 | +0.05 |
Correlation
The correlation between NOCBX and LUBIX is 0.86, 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.
Dividends
NOCBX vs. LUBIX - Dividend Comparison
NOCBX's dividend yield for the trailing twelve months is around 4.32%, more than LUBIX's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOCBX Northern Core Bond Fund | 4.32% | 3.14% | 3.82% | 2.99% | 1.66% | 1.56% | 3.58% | 2.75% | 3.16% | 2.88% | 2.05% | 3.09% |
LUBIX Thrivent Income Fund | 3.92% | 4.20% | 4.13% | 3.06% | 3.30% | 4.18% | 5.21% | 3.42% | 3.44% | 2.99% | 3.16% | 3.40% |
Drawdowns
NOCBX vs. LUBIX - Drawdown Comparison
The maximum NOCBX drawdown since its inception was -20.02%, smaller than the maximum LUBIX drawdown of -23.52%. Use the drawdown chart below to compare losses from any high point for NOCBX and LUBIX.
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Drawdown Indicators
| NOCBX | LUBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.02% | -23.52% | +3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.89% | -3.22% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -19.95% | -22.12% | +2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -20.02% | -22.12% | +2.10% |
Current DrawdownCurrent decline from peak | -5.24% | -2.39% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -2.90% | -3.80% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.98% | -0.05% |
Volatility
NOCBX vs. LUBIX - Volatility Comparison
The current volatility for Northern Core Bond Fund (NOCBX) is 1.38%, while Thrivent Income Fund (LUBIX) has a volatility of 1.80%. This indicates that NOCBX experiences smaller price fluctuations and is considered to be less risky than LUBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NOCBX | LUBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 1.80% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 2.79% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.44% | 4.59% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.10% | 6.38% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 5.62% | -0.56% |