NUGIX vs. JQC
NUGIX (Nuveen Global Dividend Growth Fund) and JQC (Nuveen Credit Strategies Income Fund) are both mutual funds - NUGIX is a Global Equities fund managed by Nuveen, while JQC is a Bank Loan fund managed by Nuveen. Over the past 10 years, NUGIX returned 9.52%/yr vs 5.80%/yr for JQC. At a 0.36 correlation, their price movements are largely independent. NUGIX charges 0.89%/yr vs 4.34%/yr for JQC.
Performance
NUGIX vs. JQC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NUGIX achieves a 6.18% return, which is significantly higher than JQC's 2.40% return. Over the past 10 years, NUGIX has outperformed JQC with an annualized return of 9.52%, while JQC has yielded a comparatively lower 5.80% annualized return.
NUGIX
- 1D
- 1.00%
- 1M
- 1.53%
- 6M
- 5.15%
- YTD
- 6.18%
- 1Y
- 11.68%
- 3Y*
- 12.55%
- 5Y*
- 8.72%
- 10Y*
- 9.52%
JQC
- 1D
- 0.21%
- 1M
- 0.62%
- 6M
- -0.26%
- YTD
- 2.40%
- 1Y
- -0.30%
- 3Y*
- 10.46%
- 5Y*
- 5.08%
- 10Y*
- 5.80%
NUGIX vs. JQC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | 6.18% | 11.76% | 15.34% | 14.49% | -9.86% | 19.98% | 4.02% | 28.15% | -9.00% | 19.91% |
JQC Nuveen Credit Strategies Income Fund | 2.40% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
Correlation
The correlation between NUGIX 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 | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2012 | 0.36 |
Over the past year, the correlation between NUGIX and JQC has dropped to 0.14 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NUGIX vs. JQC — Risk / Return Rank
NUGIX
JQC
NUGIX vs. JQC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Dividend Growth Fund (NUGIX) 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.
| NUGIX | JQC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.01 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | -0.03 | +1.46 |
| Martin ratioReturn relative to average drawdown | 5.08 | -0.06 | +5.14 |
Loading charts...
Drawdowns
NUGIX vs. JQC - Drawdown Comparison
The maximum NUGIX drawdown since its inception was -33.65%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for NUGIX and JQC.
Loading charts...
Drawdown Indicators
| NUGIX | JQC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -75.18% | +41.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.59% | -10.15% | +1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -15.32% | -15.37% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.20% | -19.83% | -1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -47.99% | +14.34% |
Current DrawdownCurrent decline from peak | 0.00% | -3.76% | +3.76% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -8.79% | +5.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 5.25% | -2.84% |
Volatility
NUGIX vs. JQC - Volatility Comparison
Nuveen Global Dividend Growth Fund (NUGIX) has a higher volatility of 2.72% compared to Nuveen Credit Strategies Income Fund (JQC) at 1.75%. This indicates that NUGIX'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.
Loading charts...
Volatility by Period
| NUGIX | JQC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.72% | 1.75% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 8.65% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.88% | 11.16% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.81% | 13.12% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.36% | 17.51% | -2.15% |
NUGIX vs. JQC - Expense Ratio Comparison
NUGIX has a 0.89% expense ratio, which is lower than JQC's 4.34% expense ratio.
Dividends
NUGIX vs. JQC - Dividend Comparison
NUGIX's dividend yield for the trailing twelve months is around 10.98%, less than JQC's 13.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 13.09% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
NUGIX Nuveen Global Dividend Growth Fund | 10.98% | 11.74% | 7.84% | 1.53% | 4.27% | 7.70% | 1.86% | 3.76% | 4.98% | 15.70% | 2.02% | 1.95% |
Frequently Asked Questions
NUGIX 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.
NUGIX has higher volatility (2.72%) compared to JQC (1.75%). In terms of maximum drawdown, NUGIX dropped -33.65% vs JQC's -75.18%.
NUGIX currently has the higher Sharpe Ratio (1.13 vs -0.03), 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.
Find the right allocation for NUGIX and JQC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer