NQCRX vs. JQC
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and Nuveen Credit Strategies Income Fund (JQC).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. JQC is managed by Nuveen. It was launched on Jun 26, 2003.
Performance
NQCRX vs. JQC - Performance Comparison
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NQCRX vs. JQC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 5.72% | 22.44% | 17.74% | 13.76% | -1.07% | 25.38% | -0.27% | 47.63% | -15.47% | 15.46% |
JQC Nuveen Credit Strategies Income Fund | -2.75% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
Returns By Period
In the year-to-date period, NQCRX achieves a 5.72% return, which is significantly higher than JQC's -2.75% return. Over the past 10 years, NQCRX has outperformed JQC with an annualized return of 13.38%, while JQC has yielded a comparatively lower 6.06% annualized return.
NQCRX
- 1D
- 0.68%
- 1M
- -1.34%
- YTD
- 5.72%
- 6M
- 11.28%
- 1Y
- 26.61%
- 3Y*
- 19.24%
- 5Y*
- 13.35%
- 10Y*
- 13.38%
JQC
- 1D
- -2.07%
- 1M
- -1.04%
- YTD
- -2.75%
- 6M
- -4.53%
- 1Y
- 0.67%
- 3Y*
- 9.73%
- 5Y*
- 4.40%
- 10Y*
- 6.06%
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NQCRX vs. JQC - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is lower than JQC's 4.34% expense ratio.
Return for Risk
NQCRX vs. JQC — Risk / Return Rank
NQCRX
JQC
NQCRX vs. JQC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) and Nuveen Credit Strategies Income Fund (JQC). 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.
| NQCRX | JQC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.04 | +1.51 |
Sortino ratioReturn per unit of downside risk | 2.13 | 0.17 | +1.96 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.02 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.03 | +2.08 |
Martin ratioReturn relative to average drawdown | 10.23 | 0.06 | +10.16 |
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
| NQCRX | JQC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.04 | +1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.34 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.35 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.22 | +0.15 |
Correlation
The correlation between NQCRX and JQC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NQCRX vs. JQC - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 6.91%, less than JQC's 13.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 6.91% | 7.30% | 6.82% | 2.22% | 4.63% | 20.85% | 17.95% | 26.88% | 34.12% | 27.42% | 10.74% | 61.01% |
JQC Nuveen Credit Strategies Income Fund | 13.60% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
Drawdowns
NQCRX vs. JQC - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -57.85%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for NQCRX and JQC.
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Drawdown Indicators
| NQCRX | JQC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.85% | -75.18% | +17.33% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -10.15% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -17.61% | -19.83% | +2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -41.84% | -47.99% | +6.15% |
Current DrawdownCurrent decline from peak | -3.11% | -8.60% | +5.49% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -8.84% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.68% | -1.88% |
Volatility
NQCRX vs. JQC - Volatility Comparison
The current volatility for Nuveen Large Cap Value Fund (NQCRX) is 5.08%, while Nuveen Credit Strategies Income Fund (JQC) has a volatility of 6.35%. This indicates that NQCRX experiences smaller price fluctuations and is considered to be less risky than JQC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NQCRX | JQC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 6.35% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 9.46% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 15.69% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 13.15% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 17.56% | +1.37% |