FCBYX vs. BWDTX
Compare and contrast key facts about Nuveen Strategic Income Fund (FCBYX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX).
FCBYX is managed by Nuveen. It was launched on Jan 31, 2000. BWDTX is managed by Boyd Watterson. It was launched on Jul 28, 2016.
Performance
FCBYX vs. BWDTX - Performance Comparison
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FCBYX vs. BWDTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | -0.09% | 8.55% | 6.86% | 9.14% | -10.36% | 1.47% | 8.45% | 13.18% | -3.07% | 5.54% |
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 0.25% | 7.14% | 4.92% | 9.80% | -3.16% | 2.32% | 4.66% | 7.94% | -0.51% | 4.08% |
Returns By Period
In the year-to-date period, FCBYX achieves a -0.09% return, which is significantly lower than BWDTX's 0.25% return.
FCBYX
- 1D
- 0.58%
- 1M
- -1.22%
- YTD
- -0.09%
- 6M
- 1.25%
- 1Y
- 5.89%
- 3Y*
- 7.09%
- 5Y*
- 3.03%
- 10Y*
- 4.48%
BWDTX
- 1D
- 0.20%
- 1M
- -0.54%
- YTD
- 0.25%
- 6M
- 1.76%
- 1Y
- 5.72%
- 3Y*
- 6.52%
- 5Y*
- 4.10%
- 10Y*
- —
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FCBYX vs. BWDTX - Expense Ratio Comparison
FCBYX has a 0.59% expense ratio, which is higher than BWDTX's 0.40% expense ratio.
Return for Risk
FCBYX vs. BWDTX — Risk / Return Rank
FCBYX
BWDTX
FCBYX vs. BWDTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Strategic Income Fund (FCBYX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX). 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.
| FCBYX | BWDTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 3.98 | -2.01 |
Sortino ratioReturn per unit of downside risk | 3.10 | 5.72 | -2.62 |
Omega ratioGain probability vs. loss probability | 1.43 | 2.15 | -0.71 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 3.82 | -0.98 |
Martin ratioReturn relative to average drawdown | 10.24 | 17.10 | -6.85 |
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
| FCBYX | BWDTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 3.98 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.88 | -1.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 1.76 | -0.69 |
Correlation
The correlation between FCBYX and BWDTX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FCBYX vs. BWDTX - Dividend Comparison
FCBYX's dividend yield for the trailing twelve months is around 6.07%, more than BWDTX's 5.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | 6.07% | 6.22% | 6.44% | 5.59% | 4.71% | 3.08% | 3.58% | 3.69% | 3.91% | 4.92% | 5.28% | 5.53% |
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 5.72% | 5.70% | 4.13% | 5.51% | 3.80% | 3.20% | 3.18% | 3.47% | 4.18% | 2.90% | 1.35% | 0.00% |
Drawdowns
FCBYX vs. BWDTX - Drawdown Comparison
The maximum FCBYX drawdown since its inception was -24.49%, which is greater than BWDTX's maximum drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for FCBYX and BWDTX.
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Drawdown Indicators
| FCBYX | BWDTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.49% | -10.06% | -14.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -1.22% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -15.74% | -6.35% | -9.39% |
Max Drawdown (10Y)Largest decline over 10 years | -15.93% | — | — |
Current DrawdownCurrent decline from peak | -1.62% | -0.64% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -0.69% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 0.27% | +0.41% |
Volatility
FCBYX vs. BWDTX - Volatility Comparison
Nuveen Strategic Income Fund (FCBYX) has a higher volatility of 1.08% compared to Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) at 0.63%. This indicates that FCBYX's price experiences larger fluctuations and is considered to be riskier than BWDTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCBYX | BWDTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 0.63% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 0.89% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.17% | 1.94% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 2.19% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 2.21% | +2.00% |