NOLCX vs. VTHR

In the year-to-date period, NOLCX achieves a 2.33% return, which is significantly higher than VTHR's 0.53% return. Over the past 10 years, NOLCX has underperformed VTHR with an annualized return of 7.99%, while VTHR has yielded a comparatively higher 12.06% annualized return.

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NOLCX has a 0.45% expense ratio, which is higher than VTHR's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Northern Large Cap Core Fund (NOLCX) and Vanguard Russell 3000 ETF (VTHR). 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 NOLCX Sharpe Ratio is 0.33, which is lower than the VTHR Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of NOLCX and VTHR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NOLCX's dividend yield for the trailing twelve months is around 8.85%, more than VTHR's 1.23% yield.

The maximum NOLCX drawdown since its inception was -59.04%, which is greater than VTHR's maximum drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for NOLCX and VTHR.

Northern Large Cap Core Fund (NOLCX) and Vanguard Russell 3000 ETF (VTHR) have volatilities of 4.84% and 4.70%, 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.