NALFX vs. FGIAX
Compare and contrast key facts about New Alternatives Fund (NALFX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
NALFX is managed by New Alternatives. It was launched on Sep 2, 1982. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
NALFX vs. FGIAX - Performance Comparison
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NALFX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 8.31% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, NALFX achieves a 8.31% return, which is significantly lower than FGIAX's 10.36% return. Over the past 10 years, NALFX has outperformed FGIAX with an annualized return of 10.36%, while FGIAX has yielded a comparatively lower 8.78% annualized return.
NALFX
- 1D
- 2.50%
- 1M
- -2.56%
- YTD
- 8.31%
- 6M
- 10.62%
- 1Y
- 31.32%
- 3Y*
- 6.67%
- 5Y*
- 0.93%
- 10Y*
- 10.36%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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NALFX vs. FGIAX - Expense Ratio Comparison
NALFX has a 0.89% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
NALFX vs. FGIAX — Risk / Return Rank
NALFX
FGIAX
NALFX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Alternatives Fund (NALFX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| NALFX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 1.79 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.46 | 2.30 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.73 | +0.15 |
Martin ratioReturn relative to average drawdown | 11.04 | 12.62 | -1.58 |
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
| NALFX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 1.79 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.80 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.58 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | 0.00 |
Correlation
The correlation between NALFX and FGIAX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NALFX vs. FGIAX - Dividend Comparison
NALFX's dividend yield for the trailing twelve months is around 1.08%, less than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 1.08% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
NALFX vs. FGIAX - Drawdown Comparison
The maximum NALFX drawdown since its inception was -59.67%, which is greater than FGIAX's maximum drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for NALFX and FGIAX.
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Drawdown Indicators
| NALFX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.67% | -49.35% | -10.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -8.29% | -2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -38.03% | -21.08% | -16.95% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -38.02% | -4.33% |
Current DrawdownCurrent decline from peak | -7.33% | -3.06% | -4.27% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -7.22% | -7.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 1.79% | +0.97% |
Volatility
NALFX vs. FGIAX - Volatility Comparison
New Alternatives Fund (NALFX) has a higher volatility of 7.09% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that NALFX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NALFX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 4.15% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 7.07% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 12.28% | +4.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 13.08% | +4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 15.17% | +2.75% |