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.
Performance
VBIMX vs. NOSIX - Performance Comparison
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VBIMX vs. NOSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | -0.94% | 8.59% | 1.55% | 5.78% | -13.25% | -2.50% | 9.83% | 10.22% | -0.13% | 3.89% |
NOSIX Northern Stock Index Fund | -7.06% | 17.83% | 24.87% | 26.24% | -18.25% | 28.55% | 18.33% | 31.35% | -4.54% | 21.71% |
Returns By Period
In the year-to-date period, VBIMX achieves a -0.94% return, which is significantly higher than NOSIX's -7.06% return. Over the past 10 years, VBIMX has underperformed NOSIX with an annualized return of 1.95%, while NOSIX has yielded a comparatively higher 13.65% annualized return.
VBIMX
- 1D
- 0.48%
- 1M
- -2.72%
- YTD
- -0.94%
- 6M
- 0.19%
- 1Y
- 4.25%
- 3Y*
- 3.71%
- 5Y*
- 0.43%
- 10Y*
- 1.95%
NOSIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.12%
- 5Y*
- 11.31%
- 10Y*
- 13.65%
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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%.
Return for Risk
VBIMX vs. NOSIX — Risk / Return Rank
VBIMX
NOSIX
VBIMX vs. NOSIX - Risk-Adjusted Trends 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.
| VBIMX | NOSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.79 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.28 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.88 | +0.83 |
Martin ratioReturn relative to average drawdown | 5.70 | 4.18 | +1.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBIMX | NOSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.79 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.66 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.75 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.47 | +0.20 |
Correlation
The correlation between VBIMX and NOSIX is -0.21. 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.
Dividends
VBIMX vs. NOSIX - Dividend Comparison
VBIMX's dividend yield for the trailing twelve months is around 3.81%, more than NOSIX's 3.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | 3.81% | 4.03% | 3.82% | 2.82% | 2.41% | 3.23% | 2.95% | 2.75% | 2.89% | 2.76% | 3.08% | 3.12% |
NOSIX Northern Stock Index Fund | 3.17% | 2.94% | 2.59% | 5.02% | 4.72% | 3.22% | 4.00% | 2.41% | 4.82% | 3.13% | 2.76% | 3.36% |
Drawdowns
VBIMX vs. NOSIX - Drawdown Comparison
The maximum VBIMX drawdown since its inception was -19.07%, 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.
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Drawdown Indicators
| VBIMX | NOSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.07% | -55.42% | +36.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.18% | -12.11% | +8.93% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -24.54% | +5.70% |
Max Drawdown (10Y)Largest decline over 10 years | -19.07% | -33.82% | +14.75% |
Current DrawdownCurrent decline from peak | -2.72% | -8.89% | +6.17% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -10.39% | +7.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 2.67% | -1.72% |
Volatility
VBIMX vs. NOSIX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) is 1.64%, while Northern Stock Index Fund (NOSIX) has a volatility of 4.24%. 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.
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Volatility by Period
| VBIMX | NOSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 4.24% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 9.20% | -6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 19.35% | -14.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 17.16% | -10.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.37% | 18.17% | -12.80% |