NSRIX vs. KLDW
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Knowledge Leaders Developed World ETF (KLDW).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. KLDW is a passively managed fund by Intangible Capital that tracks the performance of the Knowledge Leaders Developed World Index. It was launched on Jul 8, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or KLDW.
Correlation
The correlation between NSRIX and KLDW is 0.89, 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. KLDW - Performance Comparison
Key characteristics
NSRIX:
0.93
KLDW:
0.59
NSRIX:
1.25
KLDW:
0.90
NSRIX:
1.20
KLDW:
1.11
NSRIX:
1.41
KLDW:
0.49
NSRIX:
5.92
KLDW:
2.02
NSRIX:
2.25%
KLDW:
3.54%
NSRIX:
14.33%
KLDW:
12.10%
NSRIX:
-55.30%
KLDW:
-34.05%
NSRIX:
-9.46%
KLDW:
-10.02%
Returns By Period
In the year-to-date period, NSRIX achieves a 11.01% return, which is significantly higher than KLDW's 4.91% return.
NSRIX
11.01%
-6.74%
-1.77%
11.94%
10.13%
9.36%
KLDW
4.91%
-0.85%
-0.48%
5.68%
4.63%
N/A
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NSRIX vs. KLDW - Expense Ratio Comparison
NSRIX has a 0.29% expense ratio, which is lower than KLDW's 0.75% expense ratio.
Risk-Adjusted Performance
NSRIX vs. KLDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Knowledge Leaders Developed World ETF (KLDW). 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. KLDW - Dividend Comparison
Neither NSRIX nor KLDW has paid dividends to shareholders.
| 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% |
KLDW Knowledge Leaders Developed World ETF | 0.00% | 1.34% | 1.82% | 0.49% | 0.61% | 0.99% | 0.99% | 0.69% | 0.66% | 0.00% | 0.00% | 0.00% |
Drawdowns
NSRIX vs. KLDW - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.30%, which is greater than KLDW's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for NSRIX and KLDW. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. KLDW - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) has a higher volatility of 6.65% compared to Knowledge Leaders Developed World ETF (KLDW) at 3.74%. This indicates that NSRIX's price experiences larger fluctuations and is considered to be riskier than KLDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.