SWMIX vs. NSRIX

In the year-to-date period, SWMIX achieves a 3.19% return, which is significantly higher than NSRIX's -6.17% return. Over the past 10 years, SWMIX has underperformed NSRIX with an annualized return of -0.41%, while NSRIX has yielded a comparatively higher 7.33% annualized return.

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SWMIX has a 0.99% expense ratio, which is higher than NSRIX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Northern Global Sustainability Index Fund (NSRIX). 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.

The current SWMIX Sharpe Ratio is 0.01, which is higher than the NSRIX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of SWMIX and NSRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWMIX's dividend yield for the trailing twelve months is around 1.98%, more than NSRIX's 1.75% yield.

The maximum SWMIX drawdown since its inception was -65.11%, which is greater than NSRIX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for SWMIX and NSRIX. For additional features, visit the drawdowns tool.

The current volatility for Schwab International Opportunities Fund (SWMIX) is NaN%, while Northern Global Sustainability Index Fund (NSRIX) has a volatility of NaN%. This indicates that SWMIX experiences smaller price fluctuations and is considered to be less risky than NSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.