JGH vs. NVLIX
Compare and contrast key facts about Nuveen Global High Income Fund (JGH) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
JGH is managed by Nuveen. It was launched on Nov 24, 2014. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
JGH vs. NVLIX - Performance Comparison
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JGH vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 0.85% | 8.62% | 15.98% | 20.89% | -21.01% | 10.84% | 2.77% | 30.04% | -12.02% | 15.25% |
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, JGH achieves a 0.85% return, which is significantly higher than NVLIX's -11.60% return. Over the past 10 years, JGH has underperformed NVLIX with an annualized return of 8.51%, while NVLIX has yielded a comparatively higher 15.48% annualized 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%
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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JGH vs. NVLIX - Expense Ratio Comparison
JGH has a 1.68% expense ratio, which is higher than NVLIX's 0.83% expense ratio.
Return for Risk
JGH vs. NVLIX — Risk / Return Rank
JGH
NVLIX
JGH vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global High Income Fund (JGH) 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.
| JGH | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.47 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.63 | 0.84 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.12 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.39 | +0.03 |
Martin ratioReturn relative to average drawdown | 1.22 | 1.29 | -0.07 |
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 | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.47 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.43 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.71 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.74 | -0.36 |
Correlation
The correlation between JGH and NVLIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JGH vs. NVLIX - Dividend Comparison
JGH's dividend yield for the trailing twelve months is around 9.98%, less than NVLIX's 25.40% 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% |
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
JGH vs. NVLIX - Drawdown Comparison
The maximum JGH drawdown since its inception was -43.79%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for JGH and NVLIX.
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Drawdown Indicators
| JGH | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.79% | -39.57% | -4.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -19.01% | +7.32% |
Max Drawdown (5Y)Largest decline over 5 years | -28.66% | -39.57% | +10.91% |
Max Drawdown (10Y)Largest decline over 10 years | -43.79% | -39.57% | -4.22% |
Current DrawdownCurrent decline from peak | -4.36% | -16.03% | +11.67% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -6.20% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 5.80% | -1.71% |
Volatility
JGH vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Global High Income Fund (JGH) is 5.07%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 6.85%. This indicates that JGH 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
| JGH | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 6.85% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.26% | 12.64% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 22.89% | -9.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.67% | 22.40% | -8.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 21.99% | -6.14% |