FGIYX vs. BN
Compare and contrast key facts about Nuveen Global Infrastructure Fund (FGIYX) and Brookfield Corp (BN).
FGIYX is managed by Nuveen. It was launched on Dec 16, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIYX or BN.
Key characteristics
| FGIYX | BN | |
|---|---|---|
| YTD Return | 2.94% | 11.50% |
| 1Y Return | 4.84% | 47.27% |
| 3Y Return (Ann) | 4.24% | 5.75% |
| 5Y Return (Ann) | 5.61% | 13.15% |
| 10Y Return (Ann) | 5.93% | 12.75% |
| Sharpe Ratio | 0.40 | 1.68 |
| Daily Std Dev | 11.46% | 28.75% |
| Max Drawdown | -49.18% | -72.35% |
| Current Drawdown | 0.00% | -7.98% |
Correlation
The correlation between FGIYX and BN is 0.65, 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.
Performance
FGIYX vs. BN - Performance Comparison
In the year-to-date period, FGIYX achieves a 2.94% return, which is significantly lower than BN's 11.50% return. Over the past 10 years, FGIYX has underperformed BN with an annualized return of 5.93%, while BN has yielded a comparatively higher 12.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FGIYX vs. BN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Infrastructure Fund (FGIYX) and Brookfield Corp (BN). 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.
Dividends
FGIYX vs. BN - Dividend Comparison
FGIYX's dividend yield for the trailing twelve months is around 2.44%, more than BN's 0.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIYX Nuveen Global Infrastructure Fund | 2.44% | 2.51% | 6.41% | 7.48% | 1.62% | 7.32% | 6.62% | 6.10% | 8.64% | 3.31% | 9.73% | 6.12% |
BN Brookfield Corp | 0.65% | 0.87% | 1.89% | 0.86% | 1.16% | 1.45% | 1.57% | 1.69% | 1.58% | 1.98% | 1.76% | 1.89% |
Drawdowns
FGIYX vs. BN - Drawdown Comparison
The maximum FGIYX drawdown since its inception was -49.18%, smaller than the maximum BN drawdown of -72.35%. Use the drawdown chart below to compare losses from any high point for FGIYX and BN. For additional features, visit the drawdowns tool.
Volatility
FGIYX vs. BN - Volatility Comparison
The current volatility for Nuveen Global Infrastructure Fund (FGIYX) is 3.19%, while Brookfield Corp (BN) has a volatility of 5.74%. This indicates that FGIYX experiences smaller price fluctuations and is considered to be less risky than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.