NSBRX vs. JQC
NSBRX (Nuveen Dividend Growth Fund) and JQC (Nuveen Credit Strategies Income Fund) are both mutual funds - NSBRX is a Large Cap Blend Equities fund managed by Nuveen, while JQC is a Bank Loan fund managed by Nuveen. Over the past 10 years, NSBRX returned 12.60%/yr vs 5.80%/yr for JQC. At a 0.42 correlation, their price movements are largely independent. NSBRX charges 0.67%/yr vs 4.34%/yr for JQC.
Performance
NSBRX vs. JQC - Performance Comparison
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Returns By Period
In the year-to-date period, NSBRX achieves a 4.81% return, which is significantly higher than JQC's 1.76% return. Over the past 10 years, NSBRX has outperformed JQC with an annualized return of 12.60%, while JQC has yielded a comparatively lower 5.80% annualized return.
NSBRX
- 1D
- 0.66%
- 1M
- 3.00%
- 6M
- 2.06%
- YTD
- 4.81%
- 1Y
- 9.22%
- 3Y*
- 12.89%
- 5Y*
- 9.47%
- 10Y*
- 12.60%
JQC
- 1D
- -0.63%
- 1M
- 0.41%
- 6M
- -0.10%
- YTD
- 1.76%
- 1Y
- -1.11%
- 3Y*
- 10.59%
- 5Y*
- 4.95%
- 10Y*
- 5.80%
NSBRX vs. JQC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 4.81% | 10.03% | 17.56% | 15.08% | -9.63% | 27.17% | 9.79% | 41.88% | -4.36% | 20.07% |
JQC Nuveen Credit Strategies Income Fund | 1.76% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
Correlation
The correlation between NSBRX and JQC is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2006 | 0.42 |
Over the past year, the correlation between NSBRX and JQC has dropped to 0.14 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
NSBRX vs. JQC — Risk / Return Rank
NSBRX
JQC
NSBRX vs. JQC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NSBRX | JQC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.99 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.11 | +1.35 |
| Martin ratioReturn relative to average drawdown | 4.29 | -0.21 | +4.51 |
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Drawdowns
NSBRX vs. JQC - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.14%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for NSBRX and JQC.
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Drawdown Indicators
| NSBRX | JQC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.14% | -75.18% | +30.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -10.15% | +2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -14.89% | -15.37% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -19.83% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -47.99% | +14.30% |
Current DrawdownCurrent decline from peak | 0.00% | -4.37% | +4.37% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -8.79% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 5.25% | -3.00% |
Volatility
NSBRX vs. JQC - Volatility Comparison
Nuveen Dividend Growth Fund (NSBRX) has a higher volatility of 2.66% compared to Nuveen Credit Strategies Income Fund (JQC) at 1.83%. This indicates that NSBRX's price experiences larger fluctuations and is considered to be riskier 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
| NSBRX | JQC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 1.83% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 8.66% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.02% | 11.17% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 13.12% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 17.51% | -0.97% |
NSBRX vs. JQC - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is lower than JQC's 4.34% expense ratio.
Dividends
NSBRX vs. JQC - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 11.49%, less than JQC's 13.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 13.17% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
NSBRX Nuveen Dividend Growth Fund | 11.49% | 9.26% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 15.68% | 7.04% | 4.57% | 1.75% | 6.24% |
Frequently Asked Questions
NSBRX and JQC have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NSBRX has higher volatility (2.66%) compared to JQC (1.83%). In terms of maximum drawdown, NSBRX dropped -45.14% vs JQC's -75.18%.
NSBRX currently has the higher Sharpe Ratio (0.97 vs -0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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