NQCRX vs. NVLIX
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
NQCRX vs. NVLIX - Performance Comparison
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NQCRX vs. NVLIX - 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% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -10.61% | 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, NQCRX achieves a 5.72% return, which is significantly higher than NVLIX's -10.61% return. Over the past 10 years, NQCRX has underperformed NVLIX with an annualized return of 13.38%, while NVLIX has yielded a comparatively higher 15.60% 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%
NVLIX
- 1D
- 1.12%
- 1M
- -4.76%
- YTD
- -10.61%
- 6M
- -10.72%
- 1Y
- 9.93%
- 3Y*
- 18.64%
- 5Y*
- 9.91%
- 10Y*
- 15.60%
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NQCRX vs. NVLIX - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
NQCRX vs. NVLIX — Risk / Return Rank
NQCRX
NVLIX
NQCRX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) 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.
| NQCRX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.49 | +1.06 |
Sortino ratioReturn per unit of downside risk | 2.13 | 0.86 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.12 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.62 | +1.49 |
Martin ratioReturn relative to average drawdown | 10.23 | 2.00 | +8.23 |
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 | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.49 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.44 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.71 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.75 | -0.38 |
Correlation
The correlation between NQCRX and NVLIX is 0.73, 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
NQCRX vs. NVLIX - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 6.91%, less than NVLIX's 25.12% 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% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 25.12% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
NQCRX vs. NVLIX - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -57.85%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for NQCRX and NVLIX.
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Drawdown Indicators
| NQCRX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.85% | -39.57% | -18.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -19.01% | +10.17% |
Max Drawdown (5Y)Largest decline over 5 years | -17.61% | -39.57% | +21.96% |
Max Drawdown (10Y)Largest decline over 10 years | -41.84% | -39.57% | -2.27% |
Current DrawdownCurrent decline from peak | -3.11% | -15.09% | +11.98% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -6.20% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 5.88% | -3.08% |
Volatility
NQCRX vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Large Cap Value Fund (NQCRX) is 5.08%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 6.96%. This indicates that NQCRX 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
| NQCRX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 6.96% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 12.68% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 22.91% | -5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 22.39% | -6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 21.99% | -3.06% |