NSFMX vs. VVIAX
Compare and contrast key facts about Natixis Sustainable Future 2060 Fund (NSFMX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
NSFMX is managed by Natixis Funds. It was launched on Feb 27, 2017. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSFMX or VVIAX.
Correlation
The correlation between NSFMX and VVIAX is 0.85, 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.
Performance
NSFMX vs. VVIAX - Performance Comparison
Key characteristics
NSFMX:
0.97
VVIAX:
1.89
NSFMX:
1.34
VVIAX:
2.69
NSFMX:
1.18
VVIAX:
1.34
NSFMX:
0.84
VVIAX:
2.71
NSFMX:
3.81
VVIAX:
8.16
NSFMX:
3.06%
VVIAX:
2.45%
NSFMX:
11.98%
VVIAX:
10.54%
NSFMX:
-36.19%
VVIAX:
-59.32%
NSFMX:
-2.10%
VVIAX:
-1.27%
Returns By Period
In the year-to-date period, NSFMX achieves a 5.69% return, which is significantly higher than VVIAX's 5.38% return.
NSFMX
5.69%
3.67%
4.58%
10.90%
3.87%
N/A
VVIAX
5.38%
2.11%
7.16%
18.89%
11.02%
10.43%
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NSFMX vs. VVIAX - Expense Ratio Comparison
NSFMX has a 0.38% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Risk-Adjusted Performance
NSFMX vs. VVIAX — Risk-Adjusted Performance Rank
NSFMX
VVIAX
NSFMX vs. VVIAX - Risk-Adjusted Performance Comparison
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.
Dividends
NSFMX vs. VVIAX - Dividend Comparison
NSFMX's dividend yield for the trailing twelve months is around 1.34%, less than VVIAX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSFMX Natixis Sustainable Future 2060 Fund | 1.34% | 1.41% | 1.13% | 1.20% | 1.10% | 1.62% | 1.51% | 1.68% | 0.95% | 0.00% | 0.00% | 0.00% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.19% | 2.30% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% |
Drawdowns
NSFMX vs. VVIAX - Drawdown Comparison
The maximum NSFMX drawdown since its inception was -36.19%, 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. For additional features, visit the drawdowns tool.
Volatility
NSFMX vs. VVIAX - Volatility Comparison
Natixis Sustainable Future 2060 Fund (NSFMX) and Vanguard Value Index Fund Admiral Shares (VVIAX) have volatilities of 2.79% and 2.70%, 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.