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NSRIX vs. RODM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NSRIX vs. RODM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Northern Global Sustainability Index Fund (NSRIX) and Hartford Multifactor Developed Markets (ex-US) ETF (RODM). The values are adjusted to include any dividend payments, if applicable.

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NSRIX vs. RODM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NSRIX
Northern Global Sustainability Index Fund
-7.28%21.03%17.02%25.44%-19.45%24.60%15.49%28.29%-7.65%21.21%
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
6.61%34.42%8.02%15.76%-14.54%11.11%-0.62%17.15%-9.97%25.14%

Returns By Period

In the year-to-date period, NSRIX achieves a -7.28% return, which is significantly lower than RODM's 6.61% return. Over the past 10 years, NSRIX has outperformed RODM with an annualized return of 11.40%, while RODM has yielded a comparatively lower 8.73% annualized return.


NSRIX

1D
-0.12%
1M
-9.21%
YTD
-7.28%
6M
-3.67%
1Y
16.53%
3Y*
15.01%
5Y*
9.39%
10Y*
11.40%

RODM

1D
2.34%
1M
-4.11%
YTD
6.61%
6M
12.52%
1Y
31.42%
3Y*
19.05%
5Y*
9.92%
10Y*
8.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NSRIX vs. RODM - Expense Ratio Comparison

Both NSRIX and RODM have an expense ratio of 0.29%.


Return for Risk

NSRIX vs. RODM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NSRIX
NSRIX Risk / Return Rank: 5252
Overall Rank
NSRIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
NSRIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
NSRIX Omega Ratio Rank: 5555
Omega Ratio Rank
NSRIX Calmar Ratio Rank: 4444
Calmar Ratio Rank
NSRIX Martin Ratio Rank: 5050
Martin Ratio Rank

RODM
RODM Risk / Return Rank: 9494
Overall Rank
RODM Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
RODM Sortino Ratio Rank: 9595
Sortino Ratio Rank
RODM Omega Ratio Rank: 9696
Omega Ratio Rank
RODM Calmar Ratio Rank: 9292
Calmar Ratio Rank
RODM Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NSRIX vs. RODM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Hartford Multifactor Developed Markets (ex-US) ETF (RODM). 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.


NSRIXRODMDifference

Sharpe ratio

Return per unit of total volatility

0.98

2.36

-1.38

Sortino ratio

Return per unit of downside risk

1.51

3.08

-1.57

Omega ratio

Gain probability vs. loss probability

1.22

1.48

-0.26

Calmar ratio

Return relative to maximum drawdown

1.11

3.29

-2.17

Martin ratio

Return relative to average drawdown

4.97

15.59

-10.62

NSRIX vs. RODM - Sharpe Ratio Comparison

The current NSRIX Sharpe Ratio is 0.98, which is lower than the RODM Sharpe Ratio of 2.36. The chart below compares the historical Sharpe Ratios of NSRIX and RODM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NSRIXRODMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

2.36

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.74

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.58

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.50

-0.09

Correlation

The correlation between NSRIX and RODM is 0.76, 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.


Dividends

NSRIX vs. RODM - Dividend Comparison

NSRIX's dividend yield for the trailing twelve months is around 6.10%, more than RODM's 2.92% yield.


TTM20252024202320222021202020192018201720162015
NSRIX
Northern Global Sustainability Index Fund
6.10%5.66%5.55%1.57%1.90%5.26%1.62%2.70%3.46%3.14%3.46%3.79%
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
2.92%3.11%4.09%4.42%3.81%4.41%2.82%2.82%2.03%2.24%3.19%2.60%

Drawdowns

NSRIX vs. RODM - Drawdown Comparison

The maximum NSRIX drawdown since its inception was -55.30%, which is greater than RODM's maximum drawdown of -35.98%. Use the drawdown chart below to compare losses from any high point for NSRIX and RODM.


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Drawdown Indicators


NSRIXRODMDifference

Max Drawdown

Largest peak-to-trough decline

-55.30%

-35.98%

-19.32%

Max Drawdown (1Y)

Largest decline over 1 year

-10.97%

-9.40%

-1.57%

Max Drawdown (5Y)

Largest decline over 5 years

-27.86%

-28.85%

+0.99%

Max Drawdown (10Y)

Largest decline over 10 years

-33.66%

-35.98%

+2.32%

Current Drawdown

Current decline from peak

-10.36%

-4.11%

-6.25%

Average Drawdown

Average peak-to-trough decline

-8.52%

-6.47%

-2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.91%

1.98%

+0.93%

Volatility

NSRIX vs. RODM - Volatility Comparison

The current volatility for Northern Global Sustainability Index Fund (NSRIX) is 4.86%, while Hartford Multifactor Developed Markets (ex-US) ETF (RODM) has a volatility of 5.36%. This indicates that NSRIX experiences smaller price fluctuations and is considered to be less risky than RODM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NSRIXRODMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.86%

5.36%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

9.55%

7.91%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

17.19%

13.37%

+3.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.33%

13.42%

+2.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.07%

15.21%

+1.86%