NSBDX vs. TUIFX
Compare and contrast key facts about North Star Bond Fund (NSBDX) and Toews Unconstrained Income Fund (TUIFX).
NSBDX is managed by North Star. It was launched on Dec 18, 2014. TUIFX is managed by Toews Funds. It was launched on Aug 27, 2013.
Performance
NSBDX vs. TUIFX - Performance Comparison
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NSBDX vs. TUIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSBDX North Star Bond Fund | 0.00% | 3.67% | 5.17% | 6.07% | -7.23% | 2.84% | 0.71% | 9.36% | -3.50% | 3.03% |
TUIFX Toews Unconstrained Income Fund | 0.31% | 3.55% | 4.53% | 3.08% | -4.36% | -0.20% | 2.58% | 6.97% | -2.82% | 2.10% |
Returns By Period
Over the past 10 years, NSBDX has outperformed TUIFX with an annualized return of 2.35%, while TUIFX has yielded a comparatively lower 2.03% annualized return.
NSBDX
- 1D
- 0.00%
- 1M
- -1.27%
- YTD
- 0.00%
- 6M
- 0.39%
- 1Y
- 3.85%
- 3Y*
- 4.24%
- 5Y*
- 1.58%
- 10Y*
- 2.35%
TUIFX
- 1D
- 0.00%
- 1M
- -0.34%
- YTD
- 0.31%
- 6M
- 0.40%
- 1Y
- 3.55%
- 3Y*
- 3.65%
- 5Y*
- 1.49%
- 10Y*
- 2.03%
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NSBDX vs. TUIFX - Expense Ratio Comparison
NSBDX has a 1.63% expense ratio, which is higher than TUIFX's 1.25% expense ratio.
Return for Risk
NSBDX vs. TUIFX — Risk / Return Rank
NSBDX
TUIFX
NSBDX vs. TUIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for North Star Bond Fund (NSBDX) and Toews Unconstrained Income Fund (TUIFX). 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.
| NSBDX | TUIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.64 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.47 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 4.09 | -2.61 |
Martin ratioReturn relative to average drawdown | 5.99 | 9.59 | -3.61 |
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
| NSBDX | TUIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.64 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.57 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.75 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.77 | -0.19 |
Correlation
The correlation between NSBDX and TUIFX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NSBDX vs. TUIFX - Dividend Comparison
NSBDX's dividend yield for the trailing twelve months is around 4.16%, which matches TUIFX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBDX North Star Bond Fund | 4.16% | 3.72% | 4.48% | 3.45% | 2.49% | 2.72% | 3.23% | 3.34% | 3.50% | 3.61% | 2.98% | 2.86% |
TUIFX Toews Unconstrained Income Fund | 4.18% | 4.17% | 4.68% | 4.09% | 1.05% | 2.13% | 1.33% | 2.44% | 2.05% | 4.34% | 2.29% | 1.19% |
Drawdowns
NSBDX vs. TUIFX - Drawdown Comparison
The maximum NSBDX drawdown since its inception was -18.75%, which is greater than TUIFX's maximum drawdown of -7.37%. Use the drawdown chart below to compare losses from any high point for NSBDX and TUIFX.
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Drawdown Indicators
| NSBDX | TUIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.75% | -7.37% | -11.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.12% | -0.87% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -8.88% | -7.37% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | -7.37% | -11.38% |
Current DrawdownCurrent decline from peak | -1.49% | -0.56% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -1.76% | -2.09% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 0.37% | +0.16% |
Volatility
NSBDX vs. TUIFX - Volatility Comparison
North Star Bond Fund (NSBDX) has a higher volatility of 0.97% compared to Toews Unconstrained Income Fund (TUIFX) at 0.45%. This indicates that NSBDX's price experiences larger fluctuations and is considered to be riskier than TUIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NSBDX | TUIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.97% | 0.45% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.49% | 1.23% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.27% | 2.17% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 2.62% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.90% | 2.70% | +1.20% |