ARSTX vs. NVLIX
Compare and contrast key facts about Nuveen Small Cap Select Fund (ARSTX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
ARSTX is managed by Nuveen. It was launched on May 6, 1992. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
ARSTX vs. NVLIX - Performance Comparison
Loading graphics...
ARSTX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | -3.98% | 7.78% | 16.94% | 17.69% | -19.84% | 35.98% | 18.68% | 29.05% | -11.48% | 10.13% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -14.74% | 12.76% | 29.48% | 43.60% | -31.31% | 27.62% | 37.97% | 33.54% | 3.02% | 33.09% |
Returns By Period
In the year-to-date period, ARSTX achieves a -3.98% return, which is significantly higher than NVLIX's -14.74% return. Over the past 10 years, ARSTX has underperformed NVLIX with an annualized return of 11.12%, while NVLIX has yielded a comparatively higher 15.06% annualized return.
ARSTX
- 1D
- -1.15%
- 1M
- -7.77%
- YTD
- -3.98%
- 6M
- -1.47%
- 1Y
- 15.17%
- 3Y*
- 11.19%
- 5Y*
- 6.29%
- 10Y*
- 11.12%
NVLIX
- 1D
- -0.77%
- 1M
- -9.92%
- YTD
- -14.74%
- 6M
- -14.11%
- 1Y
- 6.84%
- 3Y*
- 16.78%
- 5Y*
- 9.29%
- 10Y*
- 15.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARSTX vs. NVLIX - Expense Ratio Comparison
ARSTX has a 0.99% expense ratio, which is higher than NVLIX's 0.83% expense ratio.
Return for Risk
ARSTX vs. NVLIX — Risk / Return Rank
ARSTX
NVLIX
ARSTX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select Fund (ARSTX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX). 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.
| ARSTX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.29 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.58 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.08 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.15 | +0.60 |
Martin ratioReturn relative to average drawdown | 3.03 | 0.49 | +2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARSTX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.29 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.42 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.69 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.73 | -0.27 |
Correlation
The correlation between ARSTX and NVLIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARSTX vs. NVLIX - Dividend Comparison
ARSTX's dividend yield for the trailing twelve months is around 2.64%, less than NVLIX's 26.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | 2.64% | 2.53% | 2.42% | 0.00% | 0.40% | 21.05% | 1.25% | 0.37% | 21.67% | 10.31% | 8.92% | 20.02% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 26.33% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
ARSTX vs. NVLIX - Drawdown Comparison
The maximum ARSTX drawdown since its inception was -56.51%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for ARSTX and NVLIX.
Loading graphics...
Drawdown Indicators
| ARSTX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -39.57% | -16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -19.01% | +3.96% |
Max Drawdown (5Y)Largest decline over 5 years | -27.97% | -39.57% | +11.60% |
Max Drawdown (10Y)Largest decline over 10 years | -43.11% | -39.57% | -3.54% |
Current DrawdownCurrent decline from peak | -10.39% | -19.01% | +8.62% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -6.20% | -2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 5.81% | -1.99% |
Volatility
ARSTX vs. NVLIX - Volatility Comparison
Nuveen Small Cap Select Fund (ARSTX) has a higher volatility of 6.02% compared to Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) at 5.48%. This indicates that ARSTX's price experiences larger fluctuations and is considered to be riskier than NVLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARSTX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 5.48% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 12.08% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 22.64% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 22.35% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.18% | 21.97% | +1.21% |