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:
1.44
RODM:
0.92
NSRIX:
1.94
RODM:
1.35
NSRIX:
1.28
RODM:
1.17
NSRIX:
2.14
RODM:
1.34
NSRIX:
9.15
RODM:
4.68
NSRIX:
2.09%
RODM:
2.15%
NSRIX:
13.30%
RODM:
10.94%
NSRIX:
-55.30%
RODM:
-35.98%
NSRIX:
-4.23%
RODM:
-6.65%
Returns By Period
In the year-to-date period, NSRIX achieves a 17.42% return, which is significantly higher than RODM's 7.16% return.
NSRIX
17.42%
-0.62%
3.54%
18.37%
11.39%
10.02%
RODM
7.16%
-1.98%
4.30%
9.24%
3.32%
N/A
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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 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 1.34%, less than RODM's 3.93% yield.
| 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% |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | 3.93% | 4.43% | 3.81% | 4.40% | 2.82% | 2.82% | 2.03% | 2.24% | 3.19% | 2.60% | 0.00% | 0.00% |
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. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. RODM - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) has a higher volatility of 3.80% compared to Hartford Multifactor Developed Markets (ex-US) ETF (RODM) at 3.28%. 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.