NVLIX vs. FCBYX
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Nuveen Strategic Income Fund (FCBYX).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. FCBYX is managed by Nuveen. It was launched on Jan 31, 2000.
Performance
NVLIX vs. FCBYX - Performance Comparison
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NVLIX vs. FCBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FCBYX Nuveen Strategic Income Fund | -0.67% | 8.55% | 6.86% | 9.14% | -10.36% | 1.47% | 8.45% | 13.18% | -3.07% | 5.54% |
Returns By Period
In the year-to-date period, NVLIX achieves a -14.74% return, which is significantly lower than FCBYX's -0.67% return. Over the past 10 years, NVLIX has outperformed FCBYX with an annualized return of 15.06%, while FCBYX has yielded a comparatively lower 4.42% annualized return.
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%
FCBYX
- 1D
- 0.20%
- 1M
- -2.19%
- YTD
- -0.67%
- 6M
- 0.76%
- 1Y
- 5.49%
- 3Y*
- 6.88%
- 5Y*
- 2.97%
- 10Y*
- 4.42%
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NVLIX vs. FCBYX - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is higher than FCBYX's 0.59% expense ratio.
Return for Risk
NVLIX vs. FCBYX — Risk / Return Rank
NVLIX
FCBYX
NVLIX vs. FCBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Nuveen Strategic Income Fund (FCBYX). 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.
| NVLIX | FCBYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.97 | -1.67 |
Sortino ratioReturn per unit of downside risk | 0.58 | 3.09 | -2.51 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.43 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 2.55 | -2.40 |
Martin ratioReturn relative to average drawdown | 0.49 | 9.27 | -8.78 |
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
| NVLIX | FCBYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.97 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.73 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 1.05 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 1.07 | -0.33 |
Correlation
The correlation between NVLIX and FCBYX is 0.16, 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
NVLIX vs. FCBYX - Dividend Comparison
NVLIX's dividend yield for the trailing twelve months is around 26.33%, more than FCBYX's 5.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FCBYX Nuveen Strategic Income Fund | 5.59% | 6.22% | 6.44% | 5.59% | 4.71% | 3.08% | 3.58% | 3.69% | 3.91% | 4.92% | 5.28% | 5.53% |
Drawdowns
NVLIX vs. FCBYX - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -39.57%, which is greater than FCBYX's maximum drawdown of -24.49%. Use the drawdown chart below to compare losses from any high point for NVLIX and FCBYX.
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Drawdown Indicators
| NVLIX | FCBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.57% | -24.49% | -15.08% |
Max Drawdown (1Y)Largest decline over 1 year | -19.01% | -2.43% | -16.58% |
Max Drawdown (5Y)Largest decline over 5 years | -39.57% | -15.74% | -23.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.57% | -15.93% | -23.64% |
Current DrawdownCurrent decline from peak | -19.01% | -2.19% | -16.82% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -2.41% | -3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 0.67% | +5.14% |
Volatility
NVLIX vs. FCBYX - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 5.48% compared to Nuveen Strategic Income Fund (FCBYX) at 0.89%. This indicates that NVLIX's price experiences larger fluctuations and is considered to be riskier than FCBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NVLIX | FCBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 0.89% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 1.80% | +10.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 3.13% | +19.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 4.10% | +18.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 4.21% | +17.76% |