NOSIX vs. VLXVX
Compare and contrast key facts about Northern Stock Index Fund (NOSIX) and Vanguard Target Retirement 2065 Fund (VLXVX).
NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Performance
NOSIX vs. VLXVX - Performance Comparison
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NOSIX vs. VLXVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | -7.06% | 17.83% | 24.87% | 26.24% | -18.25% | 28.55% | 18.33% | 31.35% | -4.54% | 8.93% |
VLXVX Vanguard Target Retirement 2065 Fund | -3.97% | 21.44% | 14.37% | 20.40% | -17.41% | 16.46% | 16.18% | 24.97% | -7.94% | 7.68% |
Returns By Period
In the year-to-date period, NOSIX achieves a -7.06% return, which is significantly lower than VLXVX's -3.97% return.
NOSIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.12%
- 5Y*
- 11.31%
- 10Y*
- 13.65%
VLXVX
- 1D
- -0.29%
- 1M
- -8.48%
- YTD
- -3.97%
- 6M
- -1.02%
- 1Y
- 17.25%
- 3Y*
- 14.62%
- 5Y*
- 8.12%
- 10Y*
- —
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NOSIX vs. VLXVX - Expense Ratio Comparison
NOSIX has a 0.05% expense ratio, which is lower than VLXVX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
NOSIX vs. VLXVX — Risk / Return Rank
NOSIX
VLXVX
NOSIX vs. VLXVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Stock Index Fund (NOSIX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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.
| NOSIX | VLXVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.17 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.69 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.48 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.18 | 6.82 | -2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NOSIX | VLXVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.17 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.58 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.62 | -0.15 |
Correlation
The correlation between NOSIX and VLXVX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NOSIX vs. VLXVX - Dividend Comparison
NOSIX's dividend yield for the trailing twelve months is around 3.17%, more than VLXVX's 2.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 3.17% | 2.94% | 2.59% | 5.02% | 4.72% | 3.22% | 4.00% | 2.41% | 4.82% | 3.13% | 2.76% | 3.36% |
VLXVX Vanguard Target Retirement 2065 Fund | 2.08% | 2.00% | 2.11% | 2.06% | 2.00% | 1.93% | 1.60% | 1.90% | 1.85% | 0.78% | 0.00% | 0.00% |
Drawdowns
NOSIX vs. VLXVX - Drawdown Comparison
The maximum NOSIX drawdown since its inception was -55.42%, which is greater than VLXVX's maximum drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for NOSIX and VLXVX.
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Drawdown Indicators
| NOSIX | VLXVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.42% | -31.42% | -24.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -10.52% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -25.37% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -8.89% | -8.93% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -5.06% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.29% | +0.38% |
Volatility
NOSIX vs. VLXVX - Volatility Comparison
The current volatility for Northern Stock Index Fund (NOSIX) is 4.24%, while Vanguard Target Retirement 2065 Fund (VLXVX) has a volatility of 4.74%. This indicates that NOSIX experiences smaller price fluctuations and is considered to be less risky than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NOSIX | VLXVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.74% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 8.59% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 14.81% | +4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 14.08% | +3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 15.72% | +2.45% |