BLPFX vs. NWQIX
BLPFX (American Funds Moderate Growth and Income Portfolio Class F-1) and NWQIX (Nuveen Flexible Income Fund) are both Diversified Portfolio funds. Over the past 10 years, BLPFX returned 8.83%/yr vs 5.18%/yr for NWQIX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.70% expense ratio.
Performance
BLPFX vs. NWQIX - Performance Comparison
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Returns By Period
In the year-to-date period, BLPFX achieves a 6.65% return, which is significantly higher than NWQIX's 4.90% return. Over the past 10 years, BLPFX has outperformed NWQIX with an annualized return of 8.83%, while NWQIX has yielded a comparatively lower 5.18% annualized return.
BLPFX
- 1D
- 0.09%
- 1M
- -0.19%
- 6M
- 3.43%
- YTD
- 6.65%
- 1Y
- 13.42%
- 3Y*
- 13.09%
- 5Y*
- 7.27%
- 10Y*
- 8.83%
- ALL TIME*
- 9.17%
NWQIX
- 1D
- 0.05%
- 1M
- -0.43%
- 6M
- 3.63%
- YTD
- 4.90%
- 1Y
- 11.77%
- 3Y*
- 9.98%
- 5Y*
- 4.02%
- 10Y*
- 5.18%
- ALL TIME*
- 5.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BLPFX vs. NWQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 6.65% | 16.99% | 11.25% | 13.80% | -13.59% | 13.75% | 13.17% | 19.49% | -4.63% | 16.67% |
NWQIX Nuveen Flexible Income Fund | 4.90% | 11.74% | 6.03% | 11.61% | -13.64% | 4.94% | 5.54% | 18.57% | -4.07% | 9.18% |
Correlation
The correlation between BLPFX and NWQIX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.69 |
Correlation (All Time) Calculated using the full available price history since May 18, 2012 | 0.69 |
The correlation between BLPFX and NWQIX shifts across timeframes, from 0.69 (all time) to 0.82 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BLPFX vs. NWQIX — Risk / Return Rank
BLPFX
NWQIX
BLPFX vs. NWQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) and Nuveen Flexible Income Fund (NWQIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLPFX | NWQIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.54 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.63 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 4.02 | -2.16 |
| Martin ratioReturn relative to average drawdown | 7.95 | 18.54 | -10.58 |
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Drawdowns
BLPFX vs. NWQIX - Drawdown Comparison
The maximum BLPFX drawdown since its inception was -23.21%, roughly equal to the maximum NWQIX drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for BLPFX and NWQIX.
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Drawdown Indicators
| BLPFX | NWQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -23.89% | +0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -2.94% | -4.14% |
Max Drawdown (3Y)Largest decline over 3 years | -10.36% | -4.59% | -5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -17.75% | -2.97% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -23.89% | +0.68% |
Current DrawdownCurrent decline from peak | -1.36% | -1.03% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -2.90% | -2.98% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 0.63% | +1.02% |
Volatility
BLPFX vs. NWQIX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) has a higher volatility of 1.95% compared to Nuveen Flexible Income Fund (NWQIX) at 0.85%. This indicates that BLPFX's price experiences larger fluctuations and is considered to be riskier than NWQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPFX | NWQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.95% | 0.85% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 3.12% | +4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 3.95% | +5.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.47% | 5.70% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.81% | 6.29% | +4.52% |
BLPFX vs. NWQIX - Expense Ratio Comparison
Both BLPFX and NWQIX have an expense ratio of 0.70%.
Dividends
BLPFX vs. NWQIX - Dividend Comparison
BLPFX's dividend yield for the trailing twelve months is around 5.76%, more than NWQIX's 5.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 5.76% | 6.05% | 3.55% | 2.24% | 5.95% | 4.92% | 2.52% | 3.79% | 4.64% | 3.44% | 3.61% | 3.64% |
NWQIX Nuveen Flexible Income Fund | 5.55% | 6.09% | 5.20% | 7.84% | 7.02% | 4.39% | 4.82% | 5.71% | 6.23% | 5.67% | 5.52% | 5.70% |
Frequently Asked Questions
BLPFX and NWQIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BLPFX has higher volatility (1.95%) compared to NWQIX (0.85%). In terms of maximum drawdown, BLPFX dropped -23.21% vs NWQIX's -23.89%.
NWQIX currently has the higher Sharpe Ratio (3.00 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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