BVEFX vs. NQCRX
BVEFX (Becker Equity Fund) and NQCRX (Nuveen Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, BVEFX returned 11.16%/yr vs 14.50%/yr for NQCRX. Their correlation of 0.94 means they have usually moved in the same direction. BVEFX charges 0.78%/yr vs 0.74%/yr for NQCRX.
Performance
BVEFX vs. NQCRX - Performance Comparison
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Returns By Period
In the year-to-date period, BVEFX achieves a 13.01% return, which is significantly lower than NQCRX's 20.39% return. Over the past 10 years, BVEFX has underperformed NQCRX with an annualized return of 11.16%, while NQCRX has yielded a comparatively higher 14.50% annualized return.
BVEFX
- 1D
- 0.65%
- 1M
- 0.92%
- 6M
- 8.55%
- YTD
- 13.01%
- 1Y
- 19.70%
- 3Y*
- 14.75%
- 5Y*
- 10.14%
- 10Y*
- 11.16%
- ALL TIME*
- 9.67%
NQCRX
- 1D
- 1.20%
- 1M
- 0.90%
- 6M
- 14.65%
- YTD
- 20.39%
- 1Y
- 34.51%
- 3Y*
- 21.61%
- 5Y*
- 15.22%
- 10Y*
- 14.50%
- ALL TIME*
- 8.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BVEFX Becker Equity Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BVEFX vs. NQCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Equity Fund | 13.01% | 13.13% | 16.05% | 9.53% | -7.51% | 29.35% | 4.04% | 23.05% | -13.68% | 15.19% |
NQCRX Nuveen Large Cap Value Fund | 20.39% | 22.44% | 17.74% | 13.76% | -1.07% | 25.38% | -0.27% | 47.63% | -15.47% | 15.46% |
Correlation
The correlation between BVEFX and NQCRX is 0.88, 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. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2006 | 0.94 |
The correlation between BVEFX and NQCRX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
BVEFX vs. NQCRX — Risk / Return Rank
BVEFX
NQCRX
BVEFX vs. NQCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Becker Equity Fund (BVEFX) and Nuveen Large Cap Value Fund (NQCRX). 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.
| BVEFX | NQCRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.44 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 5.37 | -2.85 |
| Martin ratioReturn relative to average drawdown | 10.36 | 20.17 | -9.81 |
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Drawdowns
BVEFX vs. NQCRX - Drawdown Comparison
The maximum BVEFX drawdown since its inception was -50.63%, smaller than the maximum NQCRX drawdown of -57.85%. Use the drawdown chart below to compare losses from any high point for BVEFX and NQCRX.
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Drawdown Indicators
| BVEFX | NQCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -57.85% | +7.22% |
Max Drawdown (1Y)Largest decline over 1 year | -7.17% | -6.07% | -1.10% |
Max Drawdown (3Y)Largest decline over 3 years | -13.56% | -17.21% | +3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -17.61% | -2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -41.84% | +7.96% |
Current DrawdownCurrent decline from peak | -0.64% | -0.30% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -9.93% | +3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.62% | +0.12% |
Volatility
BVEFX vs. NQCRX - Volatility Comparison
The current volatility for Becker Equity Fund (BVEFX) is 2.58%, while Nuveen Large Cap Value Fund (NQCRX) has a volatility of 3.10%. This indicates that BVEFX experiences smaller price fluctuations and is considered to be less risky than NQCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVEFX | NQCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | 3.10% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 9.74% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 12.69% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.83% | 15.54% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 18.80% | -2.57% |
BVEFX vs. NQCRX - Expense Ratio Comparison
BVEFX has a 0.78% expense ratio, which is higher than NQCRX's 0.74% expense ratio.
Dividends
BVEFX vs. NQCRX - Dividend Comparison
BVEFX's dividend yield for the trailing twelve months is around 8.65%, more than NQCRX's 6.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Equity Fund | 8.65% | 9.78% | 6.31% | 11.75% | 8.46% | 12.00% | 2.41% | 2.21% | 9.17% | 5.06% | 15.31% | 8.18% |
NQCRX Nuveen Large Cap Value Fund | 6.07% | 7.30% | 6.82% | 2.22% | 4.63% | 20.85% | 17.95% | 26.88% | 34.12% | 27.42% | 10.74% | 61.01% |
Frequently Asked Questions
BVEFX and NQCRX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NQCRX has higher volatility (3.10%) compared to BVEFX (2.58%). In terms of maximum drawdown, BVEFX dropped -50.63% vs NQCRX's -57.85%.
NQCRX currently has the higher Sharpe Ratio (2.57 vs 1.77), 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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