NUSIX vs. ISTB
Compare and contrast key facts about Navigator Ultra Short Term Bond Fund (NUSIX) and iShares Core 1-5 Year USD Bond ETF (ISTB).
NUSIX is managed by Navigator Funds. It was launched on Mar 21, 2019. ISTB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Government/Credit 1-5 Year Bond Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSIX or ISTB.
Performance
NUSIX vs. ISTB - Performance Comparison
Returns By Period
In the year-to-date period, NUSIX achieves a 4.87% return, which is significantly higher than ISTB's 3.78% return.
NUSIX
4.87%
0.30%
2.66%
5.69%
2.74%
N/A
ISTB
3.78%
-0.66%
3.24%
6.23%
1.47%
1.86%
Key characteristics
| NUSIX | ISTB | |
|---|---|---|
| Sharpe Ratio | 8.74 | 2.49 |
| Sortino Ratio | 354.80 | 3.85 |
| Omega Ratio | 355.80 | 1.49 |
| Calmar Ratio | 364.62 | 1.53 |
| Martin Ratio | 4,092.82 | 12.75 |
| Ulcer Index | 0.00% | 0.51% |
| Daily Std Dev | 0.65% | 2.62% |
| Max Drawdown | -2.69% | -9.34% |
| Current Drawdown | 0.00% | -1.26% |
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NUSIX vs. ISTB - Expense Ratio Comparison
NUSIX has a 0.71% expense ratio, which is higher than ISTB's 0.06% expense ratio.
Correlation
The correlation between NUSIX and ISTB is 0.14, 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.
Risk-Adjusted Performance
NUSIX vs. ISTB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Ultra Short Term Bond Fund (NUSIX) and iShares Core 1-5 Year USD Bond ETF (ISTB). 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. ISTB - Dividend Comparison
NUSIX's dividend yield for the trailing twelve months is around 5.63%, more than ISTB's 3.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSIX Navigator Ultra Short Term Bond Fund | 5.63% | 4.92% | 1.75% | 0.49% | 1.09% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISTB iShares Core 1-5 Year USD Bond ETF | 3.74% | 2.97% | 2.01% | 1.69% | 2.20% | 2.75% | 2.57% | 2.07% | 1.90% | 1.58% | 1.07% | 0.60% |
Drawdowns
NUSIX vs. ISTB - Drawdown Comparison
The maximum NUSIX drawdown since its inception was -2.69%, smaller than the maximum ISTB drawdown of -9.34%. Use the drawdown chart below to compare losses from any high point for NUSIX and ISTB. For additional features, visit the drawdowns tool.
Volatility
NUSIX vs. ISTB - Volatility Comparison
The current volatility for Navigator Ultra Short Term Bond Fund (NUSIX) is 0.16%, while iShares Core 1-5 Year USD Bond ETF (ISTB) has a volatility of 0.67%. This indicates that NUSIX experiences smaller price fluctuations and is considered to be less risky than ISTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.