NSRIX vs. FIGFX
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Fidelity International Growth Fund (FIGFX).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. FIGFX is managed by Fidelity. It was launched on Nov 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or FIGFX.
Correlation
The correlation between NSRIX and FIGFX is 0.91, 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. FIGFX - Performance Comparison
Key characteristics
NSRIX:
1.44
FIGFX:
0.58
NSRIX:
1.94
FIGFX:
0.89
NSRIX:
1.28
FIGFX:
1.10
NSRIX:
2.14
FIGFX:
0.71
NSRIX:
9.15
FIGFX:
2.50
NSRIX:
2.09%
FIGFX:
3.18%
NSRIX:
13.30%
FIGFX:
13.81%
NSRIX:
-55.30%
FIGFX:
-55.48%
NSRIX:
-4.23%
FIGFX:
-6.78%
Returns By Period
In the year-to-date period, NSRIX achieves a 17.42% return, which is significantly higher than FIGFX's 5.54% return. Over the past 10 years, NSRIX has outperformed FIGFX with an annualized return of 10.02%, while FIGFX has yielded a comparatively lower 7.41% annualized return.
NSRIX
17.42%
-0.62%
3.54%
18.37%
11.39%
10.02%
FIGFX
5.54%
-0.49%
-1.89%
7.16%
5.87%
7.41%
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NSRIX vs. FIGFX - Expense Ratio Comparison
NSRIX has a 0.29% expense ratio, which is lower than FIGFX's 0.99% expense ratio.
Risk-Adjusted Performance
NSRIX vs. FIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Fidelity International Growth Fund (FIGFX). 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. FIGFX - Dividend Comparison
NSRIX's dividend yield for the trailing twelve months is around 1.34%, while FIGFX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRIX Northern Global Sustainability Index Fund | 1.34% | 1.57% | 1.55% | 1.32% | 1.62% | 1.90% | 2.10% | 1.88% | 2.27% | 1.95% | 2.22% | 1.78% |
FIGFX Fidelity International Growth Fund | 0.00% | 0.48% | 0.22% | 0.43% | 0.11% | 0.97% | 0.88% | 0.58% | 1.24% | 1.47% | 0.84% | 0.97% |
Drawdowns
NSRIX vs. FIGFX - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.30%, roughly equal to the maximum FIGFX drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for NSRIX and FIGFX. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. FIGFX - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) and Fidelity International Growth Fund (FIGFX) have volatilities of 3.80% and 3.64%, 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.