NOIEX vs. ^SP500TR

In the year-to-date period, NOIEX achieves a -2.98% return, which is significantly lower than ^SP500TR's -0.77% return. Over the past 10 years, NOIEX has underperformed ^SP500TR with an annualized return of 10.75%, while ^SP500TR has yielded a comparatively higher 12.63% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Northern Income Equity Fund (NOIEX) and S&P 500 Total Return (^SP500TR). 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 NOIEX Sharpe Ratio is 0.57, which is comparable to the ^SP500TR Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of NOIEX and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum NOIEX drawdown since its inception was -45.66%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NOIEX and ^SP500TR. For additional features, visit the drawdowns tool.

Northern Income Equity Fund (NOIEX) has a higher volatility of 6.77% compared to S&P 500 Total Return (^SP500TR) at 6.05%. This indicates that NOIEX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.