JPC vs. NVLIX
Compare and contrast key facts about Nuveen Preferred and Income Opportunities Fund (JPC) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
JPC is managed by Nuveen. It was launched on Mar 26, 2003. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
JPC vs. NVLIX - Performance Comparison
Loading graphics...
JPC vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | -1.70% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
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, JPC achieves a -1.70% return, which is significantly higher than NVLIX's -11.60% return. Over the past 10 years, JPC has underperformed NVLIX with an annualized return of 6.41%, while NVLIX has yielded a comparatively higher 15.48% annualized return.
JPC
- 1D
- 3.32%
- 1M
- -4.72%
- YTD
- -1.70%
- 6M
- -0.77%
- 1Y
- 8.19%
- 3Y*
- 16.06%
- 5Y*
- 4.68%
- 10Y*
- 6.41%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JPC vs. NVLIX - Expense Ratio Comparison
JPC has a 0.01% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
JPC vs. NVLIX — Risk / Return Rank
JPC
NVLIX
JPC vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred and Income Opportunities Fund (JPC) 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.
| JPC | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.47 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.80 | 0.84 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.12 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.39 | +0.30 |
Martin ratioReturn relative to average drawdown | 3.19 | 1.29 | +1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JPC | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.47 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.43 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.71 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.74 | -0.49 |
Correlation
The correlation between JPC and NVLIX is 0.38, 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
JPC vs. NVLIX - Dividend Comparison
JPC's dividend yield for the trailing twelve months is around 10.04%, less than NVLIX's 25.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | 10.04% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
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
JPC vs. NVLIX - Drawdown Comparison
The maximum JPC drawdown since its inception was -76.07%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for JPC and NVLIX.
Loading graphics...
Drawdown Indicators
| JPC | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.07% | -39.57% | -36.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -19.01% | +7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -32.26% | -39.57% | +7.31% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -39.57% | -12.96% |
Current DrawdownCurrent decline from peak | -4.83% | -16.03% | +11.20% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -6.20% | -3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 5.80% | -3.32% |
Volatility
JPC vs. NVLIX - Volatility Comparison
Nuveen Preferred and Income Opportunities Fund (JPC) has a higher volatility of 8.15% compared to Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) at 6.85%. This indicates that JPC's price experiences larger fluctuations and is considered to be riskier than NVLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JPC | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 6.85% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 12.64% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 22.89% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 22.40% | -8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.67% | 21.99% | -1.32% |