NSFMX vs. VVIAX

In the year-to-date period, NSFMX achieves a 4.90% return, which is significantly higher than VVIAX's 1.88% return.

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NSFMX has a 0.38% expense ratio, which is higher than VVIAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Natixis Sustainable Future 2060 Fund (NSFMX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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 NSFMX Sharpe Ratio is 0.74, which is comparable to the VVIAX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of NSFMX and VVIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NSFMX's dividend yield for the trailing twelve months is around 7.20%, more than VVIAX's 2.28% yield.

The maximum NSFMX drawdown since its inception was -32.49%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for NSFMX and VVIAX.

The current volatility for Natixis Sustainable Future 2060 Fund (NSFMX) is 3.82%, while Vanguard Value Index Fund Admiral Shares (VVIAX) has a volatility of 4.32%. This indicates that NSFMX experiences smaller price fluctuations and is considered to be less risky than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.