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NSBRX vs. TBGVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NSBRX and TBGVX is -0.60. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

NSBRX vs. TBGVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Dividend Growth Fund (NSBRX) and Tweedy, Browne International Value Fund (TBGVX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

NSBRX:

7.83%

TBGVX:

4.30%

Max Drawdown

NSBRX:

-0.61%

TBGVX:

-0.21%

Current Drawdown

NSBRX:

-0.02%

TBGVX:

0.00%

Returns By Period


NSBRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TBGVX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NSBRX vs. TBGVX - Expense Ratio Comparison

NSBRX has a 0.67% expense ratio, which is lower than TBGVX's 1.40% expense ratio.


Risk-Adjusted Performance

NSBRX vs. TBGVX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NSBRX
The Risk-Adjusted Performance Rank of NSBRX is 4545
Overall Rank
The Sharpe Ratio Rank of NSBRX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of NSBRX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of NSBRX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of NSBRX is 4848
Calmar Ratio Rank
The Martin Ratio Rank of NSBRX is 4242
Martin Ratio Rank

TBGVX
The Risk-Adjusted Performance Rank of TBGVX is 1313
Overall Rank
The Sharpe Ratio Rank of TBGVX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of TBGVX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of TBGVX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of TBGVX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of TBGVX is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NSBRX vs. TBGVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) and Tweedy, Browne International Value Fund (TBGVX). 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.



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Dividends

NSBRX vs. TBGVX - Dividend Comparison

NSBRX's dividend yield for the trailing twelve months is around 1.20%, less than TBGVX's 8.97% yield.


TTM20242023202220212020201920182017201620152014
NSBRX
Nuveen Dividend Growth Fund
1.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TBGVX
Tweedy, Browne International Value Fund
8.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NSBRX vs. TBGVX - Drawdown Comparison

The maximum NSBRX drawdown since its inception was -0.61%, which is greater than TBGVX's maximum drawdown of -0.21%. Use the drawdown chart below to compare losses from any high point for NSBRX and TBGVX. For additional features, visit the drawdowns tool.


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Volatility

NSBRX vs. TBGVX - Volatility Comparison


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