Correlation
The correlation between NOCBX and LUBIX is -0.01. 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOCBX or LUBIX.
Performance
NOCBX vs. LUBIX - Performance Comparison
Loading data...
Key characteristics
NOCBX:
0.95
LUBIX:
1.09
NOCBX:
1.64
LUBIX:
1.91
NOCBX:
1.19
LUBIX:
1.23
NOCBX:
0.52
LUBIX:
0.62
NOCBX:
2.84
LUBIX:
4.02
NOCBX:
2.09%
LUBIX:
1.74%
NOCBX:
5.42%
LUBIX:
5.40%
NOCBX:
-18.98%
LUBIX:
-22.11%
NOCBX:
-6.62%
LUBIX:
-5.35%
Returns By Period
In the year-to-date period, NOCBX achieves a 2.19% return, which is significantly higher than LUBIX's 2.03% return. Over the past 10 years, NOCBX has underperformed LUBIX with an annualized return of 1.55%, while LUBIX has yielded a comparatively higher 2.68% annualized return.
NOCBX
2.19%
-0.11%
0.41%
5.10%
1.61%
-0.71%
1.55%
LUBIX
2.03%
0.48%
0.30%
5.82%
3.03%
0.41%
2.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NOCBX vs. LUBIX - Expense Ratio Comparison
NOCBX has a 0.42% expense ratio, which is lower than LUBIX's 0.74% expense ratio.
Risk-Adjusted Performance
NOCBX vs. LUBIX — Risk-Adjusted Performance Rank
NOCBX
LUBIX
NOCBX vs. LUBIX - Risk-Adjusted Performance 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.
Loading data...
Dividends
NOCBX vs. LUBIX - Dividend Comparison
NOCBX's dividend yield for the trailing twelve months is around 4.21%, which matches LUBIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOCBX Northern Core Bond Fund | 4.21% | 4.12% | 3.64% | 2.87% | 1.72% | 3.66% | 2.67% | 3.06% | 2.90% | 2.86% | 3.38% | 2.73% |
LUBIX Thrivent Income Fund | 4.20% | 4.12% | 3.68% | 3.30% | 4.18% | 5.21% | 3.42% | 3.44% | 3.34% | 3.32% | 3.91% | 3.90% |
Drawdowns
NOCBX vs. LUBIX - Drawdown Comparison
The maximum NOCBX drawdown since its inception was -18.98%, smaller than the maximum LUBIX drawdown of -22.11%. Use the drawdown chart below to compare losses from any high point for NOCBX and LUBIX.
Loading data...
Volatility
NOCBX vs. LUBIX - Volatility Comparison
Northern Core Bond Fund (NOCBX) and Thrivent Income Fund (LUBIX) have volatilities of 1.45% and 1.41%, 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.
Loading data...