NIM vs. NVLIX
Compare and contrast key facts about Nuveen Select Maturities Municipal Fund (NIM) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
NIM is managed by Nuveen. It was launched on Sep 18, 1992. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
NIM vs. NVLIX - Performance Comparison
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NIM vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NIM Nuveen Select Maturities Municipal Fund | 2.42% | 10.88% | 2.74% | 0.75% | -12.95% | 2.95% | 5.44% | 12.77% | -0.49% | 5.40% |
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, NIM achieves a 2.42% return, which is significantly higher than NVLIX's -14.74% return. Over the past 10 years, NIM has underperformed NVLIX with an annualized return of 2.14%, while NVLIX has yielded a comparatively higher 15.06% annualized return.
NIM
- 1D
- 1.94%
- 1M
- -2.03%
- YTD
- 2.42%
- 6M
- 3.94%
- 1Y
- 5.17%
- 3Y*
- 4.61%
- 5Y*
- 0.77%
- 10Y*
- 2.14%
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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NIM vs. NVLIX - Expense Ratio Comparison
NIM has a 0.03% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
NIM vs. NVLIX — Risk / Return Rank
NIM
NVLIX
NIM vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Select Maturities Municipal Fund (NIM) 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.
| NIM | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.29 | +0.22 |
Sortino ratioReturn per unit of downside risk | 0.80 | 0.58 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.15 | +0.90 |
Martin ratioReturn relative to average drawdown | 3.21 | 0.49 | +2.72 |
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
| NIM | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.29 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.42 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.69 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.73 | -0.50 |
Correlation
The correlation between NIM and NVLIX is 0.09, 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
NIM vs. NVLIX - Dividend Comparison
NIM's dividend yield for the trailing twelve months is around 3.60%, less than NVLIX's 26.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIM Nuveen Select Maturities Municipal Fund | 3.60% | 3.61% | 4.10% | 3.49% | 2.88% | 2.69% | 3.42% | 3.03% | 3.27% | 3.15% | 3.23% | 3.27% |
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
NIM vs. NVLIX - Drawdown Comparison
The maximum NIM drawdown since its inception was -23.09%, smaller than the maximum NVLIX drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for NIM and NVLIX.
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Drawdown Indicators
| NIM | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.09% | -39.57% | +16.48% |
Max Drawdown (1Y)Largest decline over 1 year | -6.03% | -19.01% | +12.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -39.57% | +19.61% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | -39.57% | +19.61% |
Current DrawdownCurrent decline from peak | -4.21% | -19.01% | +14.80% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -6.20% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 5.81% | -3.85% |
Volatility
NIM vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Select Maturities Municipal Fund (NIM) is 4.49%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 5.48%. This indicates that NIM 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
| NIM | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 5.48% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 7.22% | 12.08% | -4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.17% | 22.64% | -12.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.66% | 22.35% | -11.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.78% | 21.97% | -11.19% |