NELIX vs. NVLIX
Compare and contrast key facts about Nuveen Equity Long/Short Fund (NELIX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
NELIX is managed by Nuveen. It was launched on Dec 29, 2008. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
NELIX vs. NVLIX - Performance Comparison
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NELIX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NELIX Nuveen Equity Long/Short Fund | -4.35% | 11.31% | 20.55% | 24.09% | -14.94% | 32.92% | -0.79% | 6.35% | -2.36% | 19.32% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -14.74% | 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, NELIX achieves a -4.35% return, which is significantly higher than NVLIX's -14.74% return. Over the past 10 years, NELIX has underperformed NVLIX with an annualized return of 9.10%, while NVLIX has yielded a comparatively higher 15.06% annualized return.
NELIX
- 1D
- -0.29%
- 1M
- -4.44%
- YTD
- -4.35%
- 6M
- -3.17%
- 1Y
- 11.79%
- 3Y*
- 15.32%
- 5Y*
- 9.56%
- 10Y*
- 9.10%
NVLIX
- 1D
- -0.77%
- 1M
- -9.92%
- YTD
- -14.74%
- 6M
- -14.11%
- 1Y
- 6.84%
- 3Y*
- 16.78%
- 5Y*
- 9.29%
- 10Y*
- 15.06%
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NELIX vs. NVLIX - Expense Ratio Comparison
NELIX has a 1.35% expense ratio, which is higher than NVLIX's 0.83% expense ratio.
Return for Risk
NELIX vs. NVLIX — Risk / Return Rank
NELIX
NVLIX
NELIX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Equity Long/Short Fund (NELIX) 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.
| NELIX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.29 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.58 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.15 | +0.95 |
Martin ratioReturn relative to average drawdown | 4.90 | 0.49 | +4.40 |
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
| NELIX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.29 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.42 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.73 | -0.07 |
Correlation
The correlation between NELIX and NVLIX is 0.81, 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
NELIX vs. NVLIX - Dividend Comparison
NELIX's dividend yield for the trailing twelve months is around 3.98%, less than NVLIX's 26.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NELIX Nuveen Equity Long/Short Fund | 3.98% | 3.81% | 4.78% | 4.20% | 6.84% | 2.44% | 0.00% | 0.00% | 1.35% | 1.58% | 0.00% | 0.00% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 26.33% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
NELIX vs. NVLIX - Drawdown Comparison
The maximum NELIX drawdown since its inception was -28.72%, smaller than the maximum NVLIX drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for NELIX and NVLIX.
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Drawdown Indicators
| NELIX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.72% | -39.57% | +10.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -19.01% | +10.09% |
Max Drawdown (5Y)Largest decline over 5 years | -19.30% | -39.57% | +20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -28.72% | -39.57% | +10.85% |
Current DrawdownCurrent decline from peak | -6.31% | -19.01% | +12.70% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -6.20% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 5.81% | -3.78% |
Volatility
NELIX vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Equity Long/Short Fund (NELIX) is 3.34%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 5.48%. This indicates that NELIX 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
| NELIX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 5.48% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 12.08% | -4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 22.64% | -9.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.67% | 22.35% | -9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.71% | 21.97% | -8.26% |