JGH vs. FIQTX
Compare and contrast key facts about Nuveen Global High Income Fund (JGH) and Fidelity Advisor High Income Advantage Fund Class Z (FIQTX).
JGH is managed by Nuveen. It was launched on Nov 24, 2014. FIQTX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
JGH vs. FIQTX - Performance Comparison
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JGH vs. FIQTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 0.85% | 8.62% | 15.98% | 20.89% | -21.01% | 10.84% | 2.77% | 30.04% | -8.26% |
FIQTX Fidelity Advisor High Income Advantage Fund Class Z | 0.47% | 12.17% | 10.38% | 12.37% | -11.16% | 11.13% | 9.06% | 17.93% | -6.84% |
Returns By Period
In the year-to-date period, JGH achieves a 0.85% return, which is significantly higher than FIQTX's 0.47% return.
JGH
- 1D
- 1.55%
- 1M
- -2.16%
- YTD
- 0.85%
- 6M
- -3.01%
- 1Y
- 6.05%
- 3Y*
- 14.91%
- 5Y*
- 5.74%
- 10Y*
- 8.51%
FIQTX
- 1D
- 1.21%
- 1M
- -1.84%
- YTD
- 0.47%
- 6M
- 1.90%
- 1Y
- 13.62%
- 3Y*
- 10.49%
- 5Y*
- 5.80%
- 10Y*
- —
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JGH vs. FIQTX - Expense Ratio Comparison
JGH has a 1.68% expense ratio, which is higher than FIQTX's 0.64% expense ratio.
Return for Risk
JGH vs. FIQTX — Risk / Return Rank
JGH
FIQTX
JGH vs. FIQTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global High Income Fund (JGH) and Fidelity Advisor High Income Advantage Fund Class Z (FIQTX). 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.
| JGH | FIQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 2.08 | -1.64 |
Sortino ratioReturn per unit of downside risk | 0.63 | 2.90 | -2.28 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.44 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 3.30 | -2.87 |
Martin ratioReturn relative to average drawdown | 1.22 | 14.47 | -13.25 |
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
| JGH | FIQTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 2.08 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.92 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.83 | -0.45 |
Correlation
The correlation between JGH and FIQTX is 0.51, 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.
Dividends
JGH vs. FIQTX - Dividend Comparison
JGH's dividend yield for the trailing twelve months is around 9.98%, more than FIQTX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 9.98% | 9.82% | 9.67% | 10.18% | 12.05% | 8.19% | 7.13% | 7.53% | 9.88% | 8.52% | 9.61% | 11.44% |
FIQTX Fidelity Advisor High Income Advantage Fund Class Z | 4.44% | 4.83% | 5.06% | 4.79% | 7.43% | 5.01% | 3.80% | 4.61% | 2.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
JGH vs. FIQTX - Drawdown Comparison
The maximum JGH drawdown since its inception was -43.79%, which is greater than FIQTX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for JGH and FIQTX.
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Drawdown Indicators
| JGH | FIQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.79% | -28.49% | -15.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -4.34% | -7.35% |
Max Drawdown (5Y)Largest decline over 5 years | -28.66% | -15.16% | -13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -43.79% | — | — |
Current DrawdownCurrent decline from peak | -4.36% | -1.95% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -3.37% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 0.99% | +3.10% |
Volatility
JGH vs. FIQTX - Volatility Comparison
Nuveen Global High Income Fund (JGH) has a higher volatility of 5.07% compared to Fidelity Advisor High Income Advantage Fund Class Z (FIQTX) at 2.65%. This indicates that JGH's price experiences larger fluctuations and is considered to be riskier than FIQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGH | FIQTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 2.65% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.26% | 4.31% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 6.72% | +7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.67% | 6.32% | +7.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 8.40% | +7.45% |