NVHIX vs. NVLIX
Compare and contrast key facts about Nuveen Short Duration High Yield Municipal Bond Fund (NVHIX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
NVHIX is managed by Nuveen. It was launched on Jan 31, 2013. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
NVHIX vs. NVLIX - Performance Comparison
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NVHIX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NVHIX Nuveen Short Duration High Yield Municipal Bond Fund | -0.04% | 2.43% | 6.88% | 3.54% | -6.73% | 8.44% | -0.10% | 8.27% | 3.47% | 8.17% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -14.74% | 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, NVHIX achieves a -0.04% return, which is significantly higher than NVLIX's -14.74% return. Over the past 10 years, NVHIX has underperformed NVLIX with an annualized return of 3.17%, while NVLIX has yielded a comparatively higher 15.06% annualized return.
NVHIX
- 1D
- 0.00%
- 1M
- -1.79%
- YTD
- -0.04%
- 6M
- 0.91%
- 1Y
- 1.94%
- 3Y*
- 3.86%
- 5Y*
- 2.17%
- 10Y*
- 3.17%
NVLIX
- 1D
- -0.77%
- 1M
- -9.92%
- YTD
- -14.74%
- 6M
- -14.11%
- 1Y
- 6.84%
- 3Y*
- 16.78%
- 5Y*
- 9.29%
- 10Y*
- 15.06%
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NVHIX vs. NVLIX - Expense Ratio Comparison
NVHIX has a 0.55% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
NVHIX vs. NVLIX — Risk / Return Rank
NVHIX
NVLIX
NVHIX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Short Duration High Yield Municipal Bond Fund (NVHIX) 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.
| NVHIX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.29 | +0.37 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.58 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.08 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.15 | +0.53 |
Martin ratioReturn relative to average drawdown | 2.00 | 0.49 | +1.50 |
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
| NVHIX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.29 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.42 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | 0.69 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.73 | +0.35 |
Correlation
The correlation between NVHIX and NVLIX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NVHIX vs. NVLIX - Dividend Comparison
NVHIX's dividend yield for the trailing twelve months is around 4.70%, less than NVLIX's 26.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVHIX Nuveen Short Duration High Yield Municipal Bond Fund | 4.70% | 5.15% | 4.36% | 4.41% | 3.84% | 3.43% | 3.90% | 4.03% | 3.90% | 3.78% | 3.62% | 3.55% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 26.33% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
NVHIX vs. NVLIX - Drawdown Comparison
The maximum NVHIX drawdown since its inception was -13.54%, smaller than the maximum NVLIX drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for NVHIX and NVLIX.
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Drawdown Indicators
| NVHIX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.54% | -39.57% | +26.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.63% | -19.01% | +15.38% |
Max Drawdown (5Y)Largest decline over 5 years | -10.54% | -39.57% | +29.03% |
Max Drawdown (10Y)Largest decline over 10 years | -13.54% | -39.57% | +26.03% |
Current DrawdownCurrent decline from peak | -1.79% | -19.01% | +17.22% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -6.20% | +4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 5.81% | -4.56% |
Volatility
NVHIX vs. NVLIX - Volatility Comparison
The current volatility for Nuveen Short Duration High Yield Municipal Bond Fund (NVHIX) is 0.63%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 5.48%. This indicates that NVHIX 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
| NVHIX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 5.48% | -4.85% |
Volatility (6M)Calculated over the trailing 6-month period | 1.43% | 12.08% | -10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.77% | 22.64% | -18.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.32% | 22.35% | -19.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.47% | 21.97% | -18.50% |