NUSIX vs. CVX
Compare and contrast key facts about Navigator Ultra Short Term Bond Fund (NUSIX) and Chevron Corporation (CVX).
NUSIX is managed by Navigator Funds. It was launched on Mar 21, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSIX or CVX.
Key characteristics
| NUSIX | CVX | |
|---|---|---|
| YTD Return | 2.16% | 11.36% |
| 1Y Return | 5.89% | 10.03% |
| 3Y Return (Ann) | 2.99% | 20.00% |
| 5Y Return (Ann) | 2.47% | 10.99% |
| Sharpe Ratio | 8.81 | 0.49 |
| Daily Std Dev | 0.67% | 20.27% |
| Max Drawdown | -2.69% | -58.22% |
| Current Drawdown | 0.00% | -8.07% |
Correlation
The correlation between NUSIX and CVX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NUSIX vs. CVX - Performance Comparison
In the year-to-date period, NUSIX achieves a 2.16% return, which is significantly lower than CVX's 11.36% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NUSIX vs. CVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Ultra Short Term Bond Fund (NUSIX) and Chevron Corporation (CVX). 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
NUSIX vs. CVX - Dividend Comparison
NUSIX's dividend yield for the trailing twelve months is around 5.11%, more than CVX's 3.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSIX Navigator Ultra Short Term Bond Fund | 5.11% | 4.92% | 1.74% | 0.66% | 1.08% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CVX Chevron Corporation | 3.86% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% | 3.12% |
Drawdowns
NUSIX vs. CVX - Drawdown Comparison
The maximum NUSIX drawdown since its inception was -2.69%, smaller than the maximum CVX drawdown of -58.22%. Use the drawdown chart below to compare losses from any high point for NUSIX and CVX. For additional features, visit the drawdowns tool.
Volatility
NUSIX vs. CVX - Volatility Comparison
The current volatility for Navigator Ultra Short Term Bond Fund (NUSIX) is 0.18%, while Chevron Corporation (CVX) has a volatility of 4.89%. This indicates that NUSIX experiences smaller price fluctuations and is considered to be less risky than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.