PortfoliosLab logoPortfoliosLab logo
NCOIX vs. VWEHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NCOIX vs. VWEHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen High Yield Income Fund (NCOIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

NCOIX vs. VWEHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NCOIX
Nuveen High Yield Income Fund
0.05%9.61%9.44%17.36%-9.98%6.64%2.08%12.79%-0.60%6.17%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
-1.15%9.38%6.33%11.66%-9.04%2.97%5.30%15.81%-2.93%7.05%

Returns By Period

In the year-to-date period, NCOIX achieves a 0.05% return, which is significantly higher than VWEHX's -1.15% return. Over the past 10 years, NCOIX has outperformed VWEHX with an annualized return of 6.75%, while VWEHX has yielded a comparatively lower 5.18% annualized return.


NCOIX

1D
1.17%
1M
-0.87%
YTD
0.05%
6M
2.39%
1Y
8.52%
3Y*
10.81%
5Y*
5.86%
10Y*
6.75%

VWEHX

1D
0.55%
1M
-1.62%
YTD
-1.15%
6M
0.56%
1Y
6.47%
3Y*
7.55%
5Y*
3.89%
10Y*
5.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NCOIX vs. VWEHX - Expense Ratio Comparison

NCOIX has a 0.74% expense ratio, which is higher than VWEHX's 0.23% expense ratio.


Return for Risk

NCOIX vs. VWEHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NCOIX
NCOIX Risk / Return Rank: 9393
Overall Rank
NCOIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
NCOIX Sortino Ratio Rank: 9595
Sortino Ratio Rank
NCOIX Omega Ratio Rank: 9595
Omega Ratio Rank
NCOIX Calmar Ratio Rank: 9090
Calmar Ratio Rank
NCOIX Martin Ratio Rank: 9393
Martin Ratio Rank

VWEHX
VWEHX Risk / Return Rank: 9292
Overall Rank
VWEHX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VWEHX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VWEHX Omega Ratio Rank: 9393
Omega Ratio Rank
VWEHX Calmar Ratio Rank: 9292
Calmar Ratio Rank
VWEHX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NCOIX vs. VWEHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen High Yield Income Fund (NCOIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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.


NCOIXVWEHXDifference

Sharpe ratio

Return per unit of total volatility

2.13

1.90

+0.22

Sortino ratio

Return per unit of downside risk

3.28

2.86

+0.42

Omega ratio

Gain probability vs. loss probability

1.52

1.46

+0.06

Calmar ratio

Return relative to maximum drawdown

2.78

2.79

0.00

Martin ratio

Return relative to average drawdown

12.52

11.37

+1.15

NCOIX vs. VWEHX - Sharpe Ratio Comparison

The current NCOIX Sharpe Ratio is 2.13, which is comparable to the VWEHX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of NCOIX and VWEHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


NCOIXVWEHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.13

1.90

+0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.16

0.80

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.20

0.99

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

1.14

0.87

+0.28

Correlation

The correlation between NCOIX and VWEHX is 0.78, 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

NCOIX vs. VWEHX - Dividend Comparison

NCOIX's dividend yield for the trailing twelve months is around 8.42%, more than VWEHX's 5.78% yield.


TTM20252024202320222021202020192018201720162015
NCOIX
Nuveen High Yield Income Fund
8.42%9.10%7.41%10.49%5.79%5.12%5.51%5.38%6.28%6.88%7.29%7.59%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
5.78%6.15%6.11%5.68%5.11%3.43%4.62%5.24%5.94%5.29%5.41%6.42%

Drawdowns

NCOIX vs. VWEHX - Drawdown Comparison

The maximum NCOIX drawdown since its inception was -23.02%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for NCOIX and VWEHX.


Loading graphics...

Drawdown Indicators


NCOIXVWEHXDifference

Max Drawdown

Largest peak-to-trough decline

-23.02%

-30.17%

+7.15%

Max Drawdown (1Y)

Largest decline over 1 year

-3.17%

-2.52%

-0.65%

Max Drawdown (5Y)

Largest decline over 5 years

-14.41%

-13.83%

-0.58%

Max Drawdown (10Y)

Largest decline over 10 years

-23.02%

-19.69%

-3.33%

Current Drawdown

Current decline from peak

-0.98%

-1.80%

+0.82%

Average Drawdown

Average peak-to-trough decline

-2.33%

-4.30%

+1.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

0.62%

+0.08%

Volatility

NCOIX vs. VWEHX - Volatility Comparison

Nuveen High Yield Income Fund (NCOIX) has a higher volatility of 1.74% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 1.39%. This indicates that NCOIX's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


NCOIXVWEHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.74%

1.39%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

2.71%

2.29%

+0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

4.13%

3.45%

+0.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.06%

4.85%

+0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.63%

5.26%

+0.37%