FFEIX vs. JQC
FFEIX (Nuveen Dividend Value Fund) and JQC (Nuveen Credit Strategies Income Fund) are both mutual funds - FFEIX is a Large Cap Value Equities fund managed by Nuveen, while JQC is a Bank Loan fund managed by Nuveen. Over the past 10 years, FFEIX returned 10.27%/yr vs 5.56%/yr for JQC. Their 0.41 correlation means their historical movements had little consistent relationship. FFEIX charges 0.96%/yr vs 4.34%/yr for JQC.
Performance
FFEIX vs. JQC - Performance Comparison
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Returns By Period
In the year-to-date period, FFEIX achieves a 13.56% return, which is significantly higher than JQC's 1.97% return. Over the past 10 years, FFEIX has outperformed JQC with an annualized return of 10.27%, while JQC has yielded a comparatively lower 5.56% annualized return.
FFEIX
- 1D
- 1.56%
- 1M
- 0.66%
- 6M
- 11.99%
- YTD
- 13.56%
- 1Y
- 24.23%
- 3Y*
- 14.61%
- 5Y*
- 10.09%
- 10Y*
- 10.27%
- ALL TIME*
- 7.98%
JQC
- 1D
- -0.21%
- 1M
- -0.42%
- 6M
- -1.83%
- YTD
- 1.97%
- 1Y
- -2.16%
- 3Y*
- 10.59%
- 5Y*
- 4.73%
- 10Y*
- 5.56%
- ALL TIME*
- 4.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $2.37M | $2.54M | $2.74M |
FFEIX vs. JQC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFEIX Nuveen Dividend Value Fund | 13.56% | 14.58% | 12.12% | 10.90% | -6.42% | 25.69% | -4.51% | 26.17% | -9.49% | 17.15% |
JQC Nuveen Credit Strategies Income Fund | 1.97% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
Correlation
The correlation between FFEIX and JQC is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2003 | 0.41 |
Over the past year, the correlation between FFEIX and JQC has dropped to 0.17 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
FFEIX vs. JQC — Risk / Return Rank
FFEIX
JQC
FFEIX vs. JQC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Value Fund (FFEIX) and Nuveen Credit Strategies Income Fund (JQC). 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.
| FFEIX | JQC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.97 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.78 | -0.25 | +3.03 |
| Martin ratioReturn relative to average drawdown | 12.03 | -0.47 | +12.50 |
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Drawdowns
FFEIX vs. JQC - Drawdown Comparison
The maximum FFEIX drawdown since its inception was -50.50%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for FFEIX and JQC.
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Drawdown Indicators
| FFEIX | JQC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.50% | -75.18% | +24.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.01% | -10.15% | +2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -15.37% | -5.62% |
Max Drawdown (5Y)Largest decline over 5 years | -20.99% | -19.83% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -47.99% | +8.28% |
Current DrawdownCurrent decline from peak | 0.00% | -4.17% | +4.17% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -8.78% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 5.32% | -3.46% |
Volatility
FFEIX vs. JQC - Volatility Comparison
Nuveen Dividend Value Fund (FFEIX) has a higher volatility of 3.15% compared to Nuveen Credit Strategies Income Fund (JQC) at 1.47%. This indicates that FFEIX's price experiences larger fluctuations and is considered to be riskier than JQC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFEIX | JQC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 1.47% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 8.52% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.36% | 11.13% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 13.08% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 17.49% | +0.53% |
FFEIX vs. JQC - Expense Ratio Comparison
FFEIX has a 0.96% expense ratio, which is lower than JQC's 4.34% expense ratio.
Dividends
FFEIX vs. JQC - Dividend Comparison
FFEIX's dividend yield for the trailing twelve months is around 6.52%, less than JQC's 13.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEIX Nuveen Dividend Value Fund | 6.52% | 7.37% | 10.69% | 5.21% | 9.21% | 9.28% | 1.59% | 7.34% | 10.85% | 13.03% | 16.86% | 10.51% |
JQC Nuveen Credit Strategies Income Fund | 13.14% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
Frequently Asked Questions
FFEIX and JQC have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FFEIX has higher volatility (3.15%) compared to JQC (1.47%). In terms of maximum drawdown, FFEIX dropped -50.50% vs JQC's -75.18%.
FFEIX currently has the higher Sharpe Ratio (1.80 vs -0.23), 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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