FCBYX vs. NVLIX
Compare and contrast key facts about Nuveen Strategic Income Fund (FCBYX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
FCBYX is managed by Nuveen. It was launched on Jan 31, 2000. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
FCBYX vs. NVLIX - Performance Comparison
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FCBYX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | -0.67% | 8.55% | 6.86% | 9.14% | -10.36% | 1.47% | 8.45% | 13.18% | -3.07% | 5.54% |
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, FCBYX achieves a -0.67% return, which is significantly higher than NVLIX's -14.74% return. Over the past 10 years, FCBYX has underperformed NVLIX with an annualized return of 4.42%, while NVLIX has yielded a comparatively higher 15.06% annualized return.
FCBYX
- 1D
- 0.20%
- 1M
- -2.19%
- YTD
- -0.67%
- 6M
- 0.76%
- 1Y
- 5.49%
- 3Y*
- 6.88%
- 5Y*
- 2.97%
- 10Y*
- 4.42%
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%
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FCBYX vs. NVLIX - Expense Ratio Comparison
FCBYX has a 0.59% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
FCBYX vs. NVLIX — Risk / Return Rank
FCBYX
NVLIX
FCBYX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Strategic Income Fund (FCBYX) 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.
| FCBYX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.29 | +1.67 |
Sortino ratioReturn per unit of downside risk | 3.09 | 0.58 | +2.51 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.08 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 0.15 | +2.40 |
Martin ratioReturn relative to average drawdown | 9.27 | 0.49 | +8.78 |
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 | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.29 | +1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.42 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.69 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.73 | +0.33 |
Correlation
The correlation between FCBYX and NVLIX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCBYX vs. NVLIX - Dividend Comparison
FCBYX's dividend yield for the trailing twelve months is around 5.59%, less than NVLIX's 26.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | 5.59% | 6.22% | 6.44% | 5.59% | 4.71% | 3.08% | 3.58% | 3.69% | 3.91% | 4.92% | 5.28% | 5.53% |
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
FCBYX vs. NVLIX - Drawdown Comparison
The maximum FCBYX drawdown since its inception was -24.49%, smaller than the maximum NVLIX drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for FCBYX and NVLIX.
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Drawdown Indicators
| FCBYX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.49% | -39.57% | +15.08% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -19.01% | +16.58% |
Max Drawdown (5Y)Largest decline over 5 years | -15.74% | -39.57% | +23.83% |
Max Drawdown (10Y)Largest decline over 10 years | -15.93% | -39.57% | +23.64% |
Current DrawdownCurrent decline from peak | -2.19% | -19.01% | +16.82% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -6.20% | +3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 5.81% | -5.14% |
Volatility
FCBYX vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Strategic Income Fund (FCBYX) is 0.89%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 5.48%. This indicates that FCBYX experiences smaller price fluctuations and is considered to be less risky than NVLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCBYX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.89% | 5.48% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 1.80% | 12.08% | -10.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.13% | 22.64% | -19.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 22.35% | -18.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 21.97% | -17.76% |