NVLIX vs. FSCCX
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Nuveen Small Cap Value Fund (FSCCX).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. FSCCX is managed by Nuveen. It was launched on Aug 1, 1994.
Performance
NVLIX vs. FSCCX - Performance Comparison
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NVLIX vs. FSCCX - 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% |
FSCCX Nuveen Small Cap Value Fund | -1.53% | 3.21% | 14.82% | 11.86% | -12.42% | 35.38% | -4.21% | 17.28% | -20.65% | 6.35% |
Returns By Period
In the year-to-date period, NVLIX achieves a -14.74% return, which is significantly lower than FSCCX's -1.53% return. Over the past 10 years, NVLIX has outperformed FSCCX with an annualized return of 15.06%, while FSCCX has yielded a comparatively lower 6.61% 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%
FSCCX
- 1D
- -0.27%
- 1M
- -5.80%
- YTD
- -1.53%
- 6M
- -2.03%
- 1Y
- 7.84%
- 3Y*
- 9.26%
- 5Y*
- 5.15%
- 10Y*
- 6.61%
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NVLIX vs. FSCCX - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is lower than FSCCX's 0.95% expense ratio.
Return for Risk
NVLIX vs. FSCCX — Risk / Return Rank
NVLIX
FSCCX
NVLIX vs. FSCCX - 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 Small Cap Value Fund (FSCCX). 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 | FSCCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.37 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.68 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.09 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 0.38 | -0.23 |
Martin ratioReturn relative to average drawdown | 0.49 | 1.28 | -0.78 |
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 | FSCCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.37 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.25 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.28 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.32 | +0.42 |
Correlation
The correlation between NVLIX and FSCCX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NVLIX vs. FSCCX - Dividend Comparison
NVLIX's dividend yield for the trailing twelve months is around 26.33%, more than FSCCX's 1.11% 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% |
FSCCX Nuveen Small Cap Value Fund | 1.11% | 1.09% | 1.52% | 1.02% | 1.24% | 0.52% | 0.54% | 1.16% | 4.21% | 1.03% | 2.63% | 1.80% |
Drawdowns
NVLIX vs. FSCCX - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -39.57%, smaller than the maximum FSCCX drawdown of -65.90%. Use the drawdown chart below to compare losses from any high point for NVLIX and FSCCX.
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Drawdown Indicators
| NVLIX | FSCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.57% | -65.90% | +26.33% |
Max Drawdown (1Y)Largest decline over 1 year | -19.01% | -14.25% | -4.76% |
Max Drawdown (5Y)Largest decline over 5 years | -39.57% | -24.81% | -14.76% |
Max Drawdown (10Y)Largest decline over 10 years | -39.57% | -53.80% | +14.23% |
Current DrawdownCurrent decline from peak | -19.01% | -9.31% | -9.70% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -13.45% | +7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 4.34% | +1.47% |
Volatility
NVLIX vs. FSCCX - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 5.48% compared to Nuveen Small Cap Value Fund (FSCCX) at 4.77%. This indicates that NVLIX's price experiences larger fluctuations and is considered to be riskier than FSCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NVLIX | FSCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 4.77% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 12.44% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 21.63% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 20.85% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 23.41% | -1.44% |