NSBRX vs. NVLIX
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
NSBRX vs. NVLIX - Performance Comparison
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NSBRX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | -2.40% | 10.03% | 17.56% | 15.08% | -9.63% | 27.17% | 9.79% | 41.88% | -4.36% | 20.07% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -11.60% | 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, NSBRX achieves a -2.40% return, which is significantly higher than NVLIX's -11.60% return. Over the past 10 years, NSBRX has underperformed NVLIX with an annualized return of 12.44%, while NVLIX has yielded a comparatively higher 15.48% annualized return.
NSBRX
- 1D
- 1.84%
- 1M
- -5.23%
- YTD
- -2.40%
- 6M
- -2.56%
- 1Y
- 8.82%
- 3Y*
- 12.65%
- 5Y*
- 9.33%
- 10Y*
- 12.44%
NVLIX
- 1D
- 3.68%
- 1M
- -6.71%
- YTD
- -11.60%
- 6M
- -11.36%
- 1Y
- 9.95%
- 3Y*
- 18.20%
- 5Y*
- 9.66%
- 10Y*
- 15.48%
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NSBRX vs. NVLIX - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
NSBRX vs. NVLIX — Risk / Return Rank
NSBRX
NVLIX
NSBRX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) 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.
| NSBRX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.47 | +0.14 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.84 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.39 | +0.43 |
Martin ratioReturn relative to average drawdown | 3.53 | 1.29 | +2.24 |
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
| NSBRX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.47 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.43 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.74 | -0.16 |
Correlation
The correlation between NSBRX and NVLIX is 0.82, 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
NSBRX vs. NVLIX - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 9.19%, less than NVLIX's 25.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 9.19% | 9.26% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 15.68% | 7.04% | 4.57% | 1.75% | 6.24% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 25.40% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
NSBRX vs. NVLIX - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.14%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for NSBRX and NVLIX.
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Drawdown Indicators
| NSBRX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.14% | -39.57% | -5.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -19.01% | +8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -39.57% | +19.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -39.57% | +5.88% |
Current DrawdownCurrent decline from peak | -6.10% | -16.03% | +9.93% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -6.20% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 5.80% | -3.30% |
Volatility
NSBRX vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Dividend Growth Fund (NSBRX) is 4.11%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 6.85%. This indicates that NSBRX 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
| NSBRX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.85% | -2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 12.64% | -4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 22.89% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 22.40% | -8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 21.99% | -5.40% |