NSRIX vs. RODM
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Hartford Multifactor Developed Markets (ex-US) ETF (RODM).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. RODM is a passively managed fund by The Hartford that tracks the performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index. It was launched on Feb 25, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or RODM.
Correlation
The correlation between NSRIX and RODM is 0.78, 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. RODM - Performance Comparison
Key characteristics
NSRIX:
-0.17
RODM:
1.43
NSRIX:
-0.13
RODM:
2.07
NSRIX:
0.98
RODM:
1.25
NSRIX:
-0.19
RODM:
2.29
NSRIX:
-0.56
RODM:
5.95
NSRIX:
4.63%
RODM:
2.71%
NSRIX:
15.06%
RODM:
11.31%
NSRIX:
-55.34%
RODM:
-35.98%
NSRIX:
-13.74%
RODM:
-2.28%
Returns By Period
In the year-to-date period, NSRIX achieves a -6.17% return, which is significantly lower than RODM's 8.55% return. Over the past 10 years, NSRIX has outperformed RODM with an annualized return of 7.39%, while RODM has yielded a comparatively lower 5.71% annualized return.
NSRIX
-6.17%
-5.21%
-9.78%
-2.67%
13.89%
7.39%
RODM
8.55%
0.64%
4.76%
15.42%
12.46%
5.71%
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NSRIX vs. RODM - Expense Ratio Comparison
Both NSRIX and RODM have an expense ratio of 0.29%.
Risk-Adjusted Performance
NSRIX vs. RODM — Risk-Adjusted Performance Rank
NSRIX
RODM
NSRIX vs. RODM - Risk-Adjusted Performance 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.
Dividends
NSRIX vs. RODM - Dividend Comparison
NSRIX's dividend yield for the trailing twelve months is around 1.75%, less than RODM's 3.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRIX Northern Global Sustainability Index Fund | 1.75% | 1.64% | 1.57% | 1.55% | 1.32% | 1.62% | 1.90% | 2.10% | 1.88% | 2.27% | 1.95% | 2.22% |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | 3.77% | 4.09% | 4.43% | 3.81% | 4.40% | 2.82% | 2.82% | 2.03% | 2.24% | 3.19% | 2.60% | 0.00% |
Drawdowns
NSRIX vs. RODM - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.34%, 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. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. RODM - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) has a higher volatility of 6.20% compared to Hartford Multifactor Developed Markets (ex-US) ETF (RODM) at 3.34%. This indicates that NSRIX's price experiences larger fluctuations and is considered to be riskier than RODM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.