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:
8.41
STIP:
3.00
NUSIX:
88.45
STIP:
4.56
NUSIX:
89.45
STIP:
1.63
NUSIX:
90.79
STIP:
7.09
NUSIX:
1,441.26
STIP:
18.91
NUSIX:
0.00%
STIP:
0.28%
NUSIX:
0.65%
STIP:
1.79%
NUSIX:
-2.69%
STIP:
-5.50%
NUSIX:
0.00%
STIP:
-0.01%
Returns By Period
In the year-to-date period, NUSIX achieves a 0.20% return, which is significantly lower than STIP's 0.55% return.
NUSIX
0.20%
0.34%
2.59%
5.44%
2.80%
N/A
STIP
0.55%
0.86%
2.60%
5.25%
3.49%
2.59%
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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 5.22%, more than STIP's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSIX Navigator Ultra Short Term Bond Fund | 5.22% | 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 | 2.60% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.43% | 1.59% | 0.89% | 0.00% | 0.75% |
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 0.20%, while iShares 0-5 Year TIPS Bond ETF (STIP) has a volatility of 0.54%. 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.