NUGIX vs. MFWIX
Compare and contrast key facts about Nuveen Global Dividend Growth Fund (NUGIX) and MFS Global Total Return Fund Class I (MFWIX).
NUGIX is managed by Nuveen. It was launched on Jun 10, 2012. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
NUGIX vs. MFWIX - Performance Comparison
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NUGIX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | -4.45% | 11.76% | 15.34% | 14.49% | -9.86% | 19.98% | 4.02% | 28.15% | -9.00% | 19.91% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, NUGIX achieves a -4.45% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, NUGIX has outperformed MFWIX with an annualized return of 8.86%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
NUGIX
- 1D
- 0.03%
- 1M
- -8.36%
- YTD
- -4.45%
- 6M
- -2.71%
- 1Y
- 8.75%
- 3Y*
- 10.88%
- 5Y*
- 7.69%
- 10Y*
- 8.86%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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NUGIX vs. MFWIX - Expense Ratio Comparison
NUGIX has a 0.89% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
NUGIX vs. MFWIX — Risk / Return Rank
NUGIX
MFWIX
NUGIX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Dividend Growth Fund (NUGIX) and MFS Global Total Return Fund Class I (MFWIX). 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.
| NUGIX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.29 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.77 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.59 | -0.85 |
Martin ratioReturn relative to average drawdown | 3.21 | 6.26 | -3.05 |
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
| NUGIX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.29 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.65 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.71 | -0.09 |
Correlation
The correlation between NUGIX and MFWIX is 0.89, 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
NUGIX vs. MFWIX - Dividend Comparison
NUGIX's dividend yield for the trailing twelve months is around 11.98%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | 11.98% | 11.74% | 7.84% | 1.53% | 4.27% | 7.70% | 1.86% | 3.76% | 4.98% | 15.70% | 2.02% | 1.95% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
NUGIX vs. MFWIX - Drawdown Comparison
The maximum NUGIX drawdown since its inception was -33.65%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for NUGIX and MFWIX.
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Drawdown Indicators
| NUGIX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -33.01% | -0.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -6.85% | -3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -21.20% | -20.22% | -0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -23.36% | -10.29% |
Current DrawdownCurrent decline from peak | -8.57% | -6.50% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -3.83% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.74% | +0.75% |
Volatility
NUGIX vs. MFWIX - Volatility Comparison
Nuveen Global Dividend Growth Fund (NUGIX) has a higher volatility of 4.16% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that NUGIX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUGIX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 3.04% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 5.25% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.01% | 8.85% | +6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 9.09% | +4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 9.60% | +5.88% |