Correlation
The correlation between NVLIX and AMAGX is 0.91, 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.
NVLIX vs. AMAGX
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVLIX or AMAGX.
Performance
NVLIX vs. AMAGX - Performance Comparison
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Key characteristics
NVLIX:
0.54
AMAGX:
0.27
NVLIX:
0.76
AMAGX:
0.37
NVLIX:
1.11
AMAGX:
1.05
NVLIX:
0.46
AMAGX:
0.15
NVLIX:
1.49
AMAGX:
0.52
NVLIX:
7.43%
AMAGX:
6.38%
NVLIX:
26.07%
AMAGX:
21.52%
NVLIX:
-39.57%
AMAGX:
-57.64%
NVLIX:
-4.70%
AMAGX:
-4.52%
Returns By Period
In the year-to-date period, NVLIX achieves a 0.15% return, which is significantly higher than AMAGX's -0.67% return. Over the past 10 years, NVLIX has outperformed AMAGX with an annualized return of 15.16%, while AMAGX has yielded a comparatively lower 14.06% annualized return.
NVLIX
0.15%
9.40%
-0.67%
14.00%
20.21%
15.81%
15.16%
AMAGX
-0.67%
7.21%
-2.16%
5.72%
12.25%
14.86%
14.06%
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NVLIX vs. AMAGX - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
NVLIX vs. AMAGX — Risk-Adjusted Performance Rank
NVLIX
AMAGX
NVLIX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
NVLIX vs. AMAGX - Dividend Comparison
NVLIX's dividend yield for the trailing twelve months is around 14.32%, more than AMAGX's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 14.32% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% | 10.50% |
AMAGX Amana Mutual Funds Trust Growth Fund | 3.98% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.51% |
Drawdowns
NVLIX vs. AMAGX - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -39.57%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for NVLIX and AMAGX.
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Volatility
NVLIX vs. AMAGX - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 5.75% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 5.07%. This indicates that NVLIX's price experiences larger fluctuations and is considered to be riskier than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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