NVLIX vs. PREIX

In the year-to-date period, NVLIX achieves a 0.15% return, which is significantly lower than PREIX's 0.98% return. Over the past 10 years, NVLIX has outperformed PREIX with an annualized return of 15.16%, while PREIX has yielded a comparatively lower 12.62% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

NVLIX has a 0.83% expense ratio, which is higher than PREIX's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and T. Rowe Price Equity Index 500 Fund (PREIX). 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.

The current NVLIX Sharpe Ratio is 0.54, which is comparable to the PREIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of NVLIX and PREIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NVLIX's dividend yield for the trailing twelve months is around 14.32%, more than PREIX's 1.15% yield.

The maximum NVLIX drawdown since its inception was -39.57%, smaller than the maximum PREIX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for NVLIX and PREIX.

Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 5.75% compared to T. Rowe Price Equity Index 500 Fund (PREIX) at 4.78%. This indicates that NVLIX's price experiences larger fluctuations and is considered to be riskier than PREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.