FCOTX vs. NVLIX
Compare and contrast key facts about Nuveen Colorado Municipal Bond Fund (FCOTX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
FCOTX is managed by Nuveen. It was launched on May 3, 1987. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
FCOTX vs. NVLIX - Performance Comparison
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FCOTX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCOTX Nuveen Colorado Municipal Bond Fund | -0.10% | 2.53% | 2.07% | 6.71% | -9.92% | 1.52% | 5.31% | 7.70% | 0.87% | 5.79% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -11.60% | 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, FCOTX achieves a -0.10% return, which is significantly higher than NVLIX's -11.60% return. Over the past 10 years, FCOTX has underperformed NVLIX with an annualized return of 1.99%, while NVLIX has yielded a comparatively higher 15.48% annualized return.
FCOTX
- 1D
- 0.51%
- 1M
- -1.49%
- YTD
- -0.10%
- 6M
- 1.41%
- 1Y
- 2.67%
- 3Y*
- 2.84%
- 5Y*
- 0.52%
- 10Y*
- 1.99%
NVLIX
- 1D
- 3.68%
- 1M
- -6.71%
- YTD
- -11.60%
- 6M
- -11.36%
- 1Y
- 9.95%
- 3Y*
- 18.20%
- 5Y*
- 9.66%
- 10Y*
- 15.48%
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FCOTX vs. NVLIX - Expense Ratio Comparison
FCOTX has a 0.77% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
FCOTX vs. NVLIX — Risk / Return Rank
FCOTX
NVLIX
FCOTX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Colorado Municipal Bond Fund (FCOTX) 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.
| FCOTX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.47 | +0.14 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.84 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.39 | +0.38 |
Martin ratioReturn relative to average drawdown | 2.09 | 1.29 | +0.80 |
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
| FCOTX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.47 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.43 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.71 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.74 | +0.39 |
Correlation
The correlation between FCOTX and NVLIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FCOTX vs. NVLIX - Dividend Comparison
FCOTX's dividend yield for the trailing twelve months is around 3.63%, less than NVLIX's 25.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCOTX Nuveen Colorado Municipal Bond Fund | 3.63% | 3.55% | 3.44% | 3.62% | 2.59% | 1.77% | 2.27% | 2.92% | 3.30% | 3.15% | 3.39% | 3.63% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 25.40% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
FCOTX vs. NVLIX - Drawdown Comparison
The maximum FCOTX drawdown since its inception was -17.83%, smaller than the maximum NVLIX drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for FCOTX and NVLIX.
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Drawdown Indicators
| FCOTX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.83% | -39.57% | +21.74% |
Max Drawdown (1Y)Largest decline over 1 year | -5.17% | -19.01% | +13.84% |
Max Drawdown (5Y)Largest decline over 5 years | -15.40% | -39.57% | +24.17% |
Max Drawdown (10Y)Largest decline over 10 years | -15.40% | -39.57% | +24.17% |
Current DrawdownCurrent decline from peak | -1.69% | -16.03% | +14.34% |
Average DrawdownAverage peak-to-trough decline | -2.34% | -6.20% | +3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 5.80% | -3.88% |
Volatility
FCOTX vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Colorado Municipal Bond Fund (FCOTX) is 1.21%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 6.85%. This indicates that FCOTX 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
| FCOTX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 6.85% | -5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.71% | 12.64% | -10.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.07% | 22.89% | -17.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.13% | 22.40% | -18.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.28% | 21.99% | -17.71% |