NOCBX vs. VBTLX

In the year-to-date period, NOCBX achieves a 2.19% return, which is significantly higher than VBTLX's 1.82% return. Both investments have delivered pretty close results over the past 10 years, with NOCBX having a 1.55% annualized return and VBTLX not far ahead at 1.58%.

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NOCBX has a 0.42% expense ratio, which is higher than VBTLX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Northern Core Bond Fund (NOCBX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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 0.95, which is comparable to the VBTLX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of NOCBX and VBTLX, 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 4.21%, more than VBTLX's 3.47% yield.

The maximum NOCBX drawdown since its inception was -18.98%, roughly equal to the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for NOCBX and VBTLX.

Northern Core Bond Fund (NOCBX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.45% and 1.42%, 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.