FGIYX vs. BN
FGIYX (Nuveen Global Infrastructure Fund) is Infrastructure Equities fund managed by Nuveen, while BN (Brookfield Corporation) is a stock. Over the past 10 years, FGIYX returned 9.04%/yr vs 14.82%/yr for BN. Their 0.62 correlation means they have sometimes moved together and sometimes differently.
Performance
FGIYX vs. BN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FGIYX achieves a 11.94% return, which is significantly higher than BN's -7.01% return. Over the past 10 years, FGIYX has underperformed BN with an annualized return of 9.04%, while BN has yielded a comparatively higher 14.82% annualized return.
FGIYX
- 1D
- 0.31%
- 1M
- -1.84%
- 6M
- 6.71%
- YTD
- 11.94%
- 1Y
- 15.88%
- 3Y*
- 14.33%
- 5Y*
- 9.86%
- 10Y*
- 9.04%
- ALL TIME*
- 7.52%
BN
- 1D
- 1.19%
- 1M
- -2.07%
- 6M
- -6.32%
- YTD
- -7.01%
- 1Y
- -1.76%
- 3Y*
- 23.70%
- 5Y*
- 8.77%
- 10Y*
- 14.82%
- ALL TIME*
- 9.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $176.68M | $154.59M | $192.46M | |
| $0.00 | $0.00 | $0.00 |
FGIYX vs. BN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGIYX Nuveen Global Infrastructure Fund | 11.94% | 18.08% | 10.91% | 8.90% | -6.10% | 14.85% | -2.55% | 36.57% | -7.70% | 19.64% |
BN Brookfield Corporation | -7.01% | 20.54% | 44.18% | 28.60% | -34.80% | 49.30% | 8.99% | 52.68% | -10.65% | 33.82% |
Correlation
The correlation between FGIYX and BN is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.47 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.58 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.58 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2007 | 0.62 |
Over the past year, the correlation between FGIYX and BN has dropped to 0.26 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FGIYX vs. BN — Risk / Return Rank
FGIYX
BN
FGIYX vs. BN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Infrastructure Fund (FGIYX) and Brookfield Corporation (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.
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.
| FGIYX | BN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.70 | ||
| Sortino ratioReturn per unit of downside risk | +2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.00 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | -0.20 | +2.94 |
| Martin ratioReturn relative to average drawdown | 8.54 | -0.47 | +9.01 |
Loading charts...
Drawdowns
FGIYX vs. BN - Drawdown Comparison
The maximum FGIYX drawdown since its inception was -49.18%, smaller than the maximum BN drawdown of -82.22%. Use the drawdown chart below to compare losses from any high point for FGIYX and BN.
Loading charts...
Drawdown Indicators
| FGIYX | BN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.18% | -82.22% | +33.04% |
Max Drawdown (1Y)Largest decline over 1 year | -5.99% | -22.05% | +16.06% |
Max Drawdown (3Y)Largest decline over 3 years | -9.71% | -27.84% | +18.13% |
Max Drawdown (5Y)Largest decline over 5 years | -20.92% | -41.85% | +20.93% |
Max Drawdown (10Y)Largest decline over 10 years | -38.06% | -51.42% | +13.36% |
Current DrawdownCurrent decline from peak | -2.66% | -13.21% | +10.55% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -28.46% | +21.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 9.06% | -7.14% |
Volatility
FGIYX vs. BN - Volatility Comparison
The current volatility for Nuveen Global Infrastructure Fund (FGIYX) is 3.39%, while Brookfield Corporation (BN) has a volatility of 6.14%. 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.
Loading charts...
Volatility by Period
| FGIYX | BN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 6.14% | -2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 21.71% | -12.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.67% | 28.20% | -17.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.23% | 31.15% | -17.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 30.15% | -14.86% |
Dividends
FGIYX vs. BN - Dividend Comparison
FGIYX's dividend yield for the trailing twelve months is around 14.85%, more than BN's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BN Brookfield Corporation | 0.61% | 0.52% | 0.56% | 0.70% | 1.44% | 1.12% | 1.55% | 1.11% | 1.56% | 1.29% | 1.58% | 1.50% |
FGIYX Nuveen Global Infrastructure Fund | 14.85% | 10.28% | 7.74% | 2.51% | 6.41% | 7.48% | 1.62% | 12.32% | 6.62% | 6.10% | 8.64% | 3.31% |
Frequently Asked Questions
FGIYX and BN have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BN has higher volatility (6.14%) compared to FGIYX (3.39%). In terms of maximum drawdown, FGIYX dropped -49.18% vs BN's -82.22%.
FGIYX currently has the higher Sharpe Ratio (1.55 vs -0.15), 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.
Find the right allocation for FGIYX and BN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer