NOLCX vs. VYM

In the year-to-date period, NOLCX achieves a 2.33% return, which is significantly higher than VYM's 1.79% return. Over the past 10 years, NOLCX has underperformed VYM with an annualized return of 7.99%, while VYM has yielded a comparatively higher 9.76% annualized return.

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NOLCX has a 0.45% expense ratio, which is higher than VYM's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Northern Large Cap Core Fund (NOLCX) and Vanguard High Dividend Yield ETF (VYM). 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 VYM Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of NOLCX and VYM, 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 VYM's 2.86% yield.

The maximum NOLCX drawdown since its inception was -59.04%, roughly equal to the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for NOLCX and VYM.

Northern Large Cap Core Fund (NOLCX) has a higher volatility of 4.84% compared to Vanguard High Dividend Yield ETF (VYM) at 4.33%. This indicates that NOLCX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.