NSRIX vs. ARTKX
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Artisan International Value Fund (ARTKX).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or ARTKX.
Correlation
The correlation between NSRIX and ARTKX is 0.86, 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
NSRIX vs. ARTKX - Performance Comparison
Key characteristics
NSRIX:
0.93
ARTKX:
0.64
NSRIX:
1.25
ARTKX:
0.90
NSRIX:
1.20
ARTKX:
1.12
NSRIX:
1.41
ARTKX:
0.60
NSRIX:
5.92
ARTKX:
2.17
NSRIX:
2.25%
ARTKX:
2.87%
NSRIX:
14.33%
ARTKX:
9.77%
NSRIX:
-55.30%
ARTKX:
-51.94%
NSRIX:
-9.46%
ARTKX:
-10.19%
Returns By Period
In the year-to-date period, NSRIX achieves a 11.01% return, which is significantly higher than ARTKX's 3.68% return. Over the past 10 years, NSRIX has outperformed ARTKX with an annualized return of 9.36%, while ARTKX has yielded a comparatively lower 7.10% annualized return.
NSRIX
11.01%
-6.74%
-1.77%
11.94%
10.13%
9.36%
ARTKX
3.68%
-4.57%
-2.67%
5.10%
8.59%
7.10%
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NSRIX vs. ARTKX - Expense Ratio Comparison
NSRIX has a 0.29% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
NSRIX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Artisan International Value Fund (ARTKX). 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
NSRIX vs. ARTKX - Dividend Comparison
NSRIX has not paid dividends to shareholders, while ARTKX's dividend yield for the trailing twelve months is around 0.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRIX Northern Global Sustainability Index Fund | 0.00% | 1.57% | 1.55% | 1.32% | 1.62% | 1.90% | 2.10% | 1.88% | 2.27% | 1.95% | 2.22% | 1.78% |
ARTKX Artisan International Value Fund | 0.88% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% | 1.71% |
Drawdowns
NSRIX vs. ARTKX - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.30%, which is greater than ARTKX's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for NSRIX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. ARTKX - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) has a higher volatility of 6.65% compared to Artisan International Value Fund (ARTKX) at 3.65%. This indicates that NSRIX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.