NSRIX vs. SWISX
Compare and contrast key facts about Northern Global Sustainability Index Fund (NSRIX) and Schwab International Index Fund (SWISX).
NSRIX is managed by Northern Funds. It was launched on Mar 4, 2008. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRIX or SWISX.
Correlation
The correlation between NSRIX and SWISX is 0.92, 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. SWISX - Performance Comparison
Key characteristics
NSRIX:
1.38
SWISX:
0.36
NSRIX:
1.88
SWISX:
0.58
NSRIX:
1.27
SWISX:
1.07
NSRIX:
2.05
SWISX:
0.48
NSRIX:
8.72
SWISX:
1.34
NSRIX:
2.11%
SWISX:
3.49%
NSRIX:
13.29%
SWISX:
13.03%
NSRIX:
-55.30%
SWISX:
-60.65%
NSRIX:
-4.23%
SWISX:
-9.78%
Returns By Period
In the year-to-date period, NSRIX achieves a 17.42% return, which is significantly higher than SWISX's 3.10% return. Over the past 10 years, NSRIX has outperformed SWISX with an annualized return of 9.98%, while SWISX has yielded a comparatively lower 5.07% annualized return.
NSRIX
17.42%
-1.52%
3.76%
19.88%
11.38%
9.98%
SWISX
3.10%
-1.52%
-2.60%
5.82%
4.75%
5.07%
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NSRIX vs. SWISX - Expense Ratio Comparison
NSRIX has a 0.29% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
NSRIX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Global Sustainability Index Fund (NSRIX) and Schwab International Index Fund (SWISX). 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. SWISX - Dividend Comparison
NSRIX's dividend yield for the trailing twelve months is around 1.34%, while SWISX has not 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% |
SWISX Schwab International Index Fund | 0.00% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% | 2.54% |
Drawdowns
NSRIX vs. SWISX - Drawdown Comparison
The maximum NSRIX drawdown since its inception was -55.30%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for NSRIX and SWISX. For additional features, visit the drawdowns tool.
Volatility
NSRIX vs. SWISX - Volatility Comparison
Northern Global Sustainability Index Fund (NSRIX) and Schwab International Index Fund (SWISX) have volatilities of 3.67% and 3.51%, 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.