NUSIX vs. STIP
Compare and contrast key facts about Navigator Ultra Short Term Bond Fund (NUSIX) and iShares 0-5 Year TIPS Bond ETF (STIP).
NUSIX is managed by Navigator Funds. It was launched on Mar 21, 2019. STIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Dec 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSIX or STIP.
Correlation
The correlation between NUSIX and STIP is 0.12, 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. STIP - Performance Comparison
Key characteristics
NUSIX:
7.56
STIP:
3.71
NUSIX:
31.78
STIP:
6.02
NUSIX:
19.76
STIP:
1.84
NUSIX:
50.10
STIP:
7.32
NUSIX:
516.68
STIP:
24.88
NUSIX:
0.01%
STIP:
0.28%
NUSIX:
0.66%
STIP:
1.87%
NUSIX:
-2.69%
STIP:
-5.50%
NUSIX:
0.00%
STIP:
-0.68%
Returns By Period
In the year-to-date period, NUSIX achieves a 1.11% return, which is significantly lower than STIP's 2.85% return.
NUSIX
1.11%
0.21%
2.05%
4.98%
3.18%
N/A
STIP
2.85%
0.87%
2.90%
7.07%
3.90%
2.74%
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NUSIX vs. STIP - Expense Ratio Comparison
NUSIX has a 0.71% expense ratio, which is higher than STIP's 0.06% expense ratio.
Risk-Adjusted Performance
NUSIX vs. STIP — Risk-Adjusted Performance Rank
NUSIX
STIP
NUSIX vs. STIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Ultra Short Term Bond Fund (NUSIX) and iShares 0-5 Year TIPS Bond ETF (STIP). 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. STIP - Dividend Comparison
NUSIX's dividend yield for the trailing twelve months is around 5.08%, more than STIP's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSIX Navigator Ultra Short Term Bond Fund | 5.08% | 5.23% | 4.92% | 1.75% | 0.49% | 1.09% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STIP iShares 0-5 Year TIPS Bond ETF | 3.35% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% | 0.74% |
Drawdowns
NUSIX vs. STIP - Drawdown Comparison
The maximum NUSIX drawdown since its inception was -2.69%, smaller than the maximum STIP drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for NUSIX and STIP. For additional features, visit the drawdowns tool.
Volatility
NUSIX vs. STIP - Volatility Comparison
The current volatility for Navigator Ultra Short Term Bond Fund (NUSIX) is 0.23%, while iShares 0-5 Year TIPS Bond ETF (STIP) has a volatility of 0.97%. This indicates that NUSIX experiences smaller price fluctuations and is considered to be less risky than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.