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NUSIX vs. SRLN
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Performance

NUSIX vs. SRLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Navigator Ultra Short Term Bond Fund (NUSIX) and undefined (SRLN). The values are adjusted to include any dividend payments, if applicable.

15.00%20.00%25.00%30.00%OctoberNovemberDecember2025FebruaryMarch
17.83%
30.85%
NUSIX
SRLN

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Risk-Adjusted Performance

NUSIX vs. undefined - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Navigator Ultra Short Term Bond Fund (NUSIX) and undefined (undefined). 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.


Sharpe ratio
The chart of Sharpe ratio for NUSIX, currently valued at 8.20, compared to the broader market-1.000.001.002.003.004.008.203.92
The chart of Sortino ratio for NUSIX, currently valued at 85.15, compared to the broader market0.002.004.006.008.0010.0012.0085.155.79
The chart of Omega ratio for NUSIX, currently valued at 86.15, compared to the broader market1.002.003.004.0086.152.03
The chart of Calmar ratio for NUSIX, currently valued at 87.31, compared to the broader market0.005.0010.0015.0020.0087.315.51
The chart of Martin ratio for NUSIX, currently valued at 1386.02, compared to the broader market0.0020.0040.0060.0080.001,386.0242.03
NUSIX
SRLN


Rolling 12-month Sharpe Ratio4.005.006.007.008.009.00OctoberNovemberDecember2025FebruaryMarch
8.20
3.92
NUSIX
SRLN

Drawdowns

NUSIX vs. SRLN - Drawdown Comparison


-0.60%-0.50%-0.40%-0.30%-0.20%-0.10%0.00%OctoberNovemberDecember2025FebruaryMarch0
-0.41%
NUSIX
SRLN

Volatility

NUSIX vs. SRLN - Volatility Comparison

The current volatility for Navigator Ultra Short Term Bond Fund (NUSIX) is 0.16%, while undefined (SRLN) has a volatility of 0.60%. This indicates that NUSIX experiences smaller price fluctuations and is considered to be less risky than SRLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.20%0.30%0.40%0.50%0.60%OctoberNovemberDecember2025FebruaryMarch
0.16%
0.60%
NUSIX
SRLN
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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