VBIMX vs. NOSIX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Northern Stock Index Fund (NOSIX).
VBIMX is managed by Vanguard. It was launched on Jan 26, 2006. NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIMX or NOSIX.
Correlation
The correlation between VBIMX and NOSIX is -0.23. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBIMX vs. NOSIX - Performance Comparison
Key characteristics
VBIMX:
1.45
NOSIX:
0.46
VBIMX:
2.19
NOSIX:
0.77
VBIMX:
1.26
NOSIX:
1.11
VBIMX:
0.53
NOSIX:
0.47
VBIMX:
3.66
NOSIX:
1.90
VBIMX:
2.19%
NOSIX:
4.70%
VBIMX:
5.55%
NOSIX:
19.48%
VBIMX:
-20.62%
NOSIX:
-55.42%
VBIMX:
-7.87%
NOSIX:
-10.06%
Returns By Period
In the year-to-date period, VBIMX achieves a 3.09% return, which is significantly higher than NOSIX's -5.71% return. Over the past 10 years, VBIMX has underperformed NOSIX with an annualized return of 1.60%, while NOSIX has yielded a comparatively higher 9.92% annualized return.
VBIMX
3.09%
1.02%
2.30%
8.34%
-0.72%
1.60%
NOSIX
-5.71%
-2.88%
-5.53%
8.29%
12.83%
9.92%
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VBIMX vs. NOSIX - Expense Ratio Comparison
Both VBIMX and NOSIX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBIMX vs. NOSIX — Risk-Adjusted Performance Rank
VBIMX
NOSIX
VBIMX vs. NOSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Northern Stock Index Fund (NOSIX). 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
VBIMX vs. NOSIX - Dividend Comparison
VBIMX's dividend yield for the trailing twelve months is around 3.83%, more than NOSIX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | 3.83% | 3.81% | 3.10% | 2.37% | 1.95% | 2.26% | 2.75% | 2.89% | 2.68% | 2.68% | 2.79% | 2.91% |
NOSIX Northern Stock Index Fund | 1.37% | 1.27% | 1.56% | 1.68% | 1.15% | 1.53% | 1.70% | 2.09% | 1.73% | 2.06% | 1.99% | 1.77% |
Drawdowns
VBIMX vs. NOSIX - Drawdown Comparison
The maximum VBIMX drawdown since its inception was -20.62%, smaller than the maximum NOSIX drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for VBIMX and NOSIX. For additional features, visit the drawdowns tool.
Volatility
VBIMX vs. NOSIX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) is 2.21%, while Northern Stock Index Fund (NOSIX) has a volatility of 14.20%. This indicates that VBIMX experiences smaller price fluctuations and is considered to be less risky than NOSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.