Correlation
The correlation between NVLIX and PRSCX is 0.85, 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. PRSCX
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and T. Rowe Price Science And Technology Fund (PRSCX).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. PRSCX is managed by T. Rowe Price. It was launched on Sep 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVLIX or PRSCX.
Performance
NVLIX vs. PRSCX - Performance Comparison
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Key characteristics
NVLIX:
0.54
PRSCX:
0.32
NVLIX:
0.76
PRSCX:
0.49
NVLIX:
1.11
PRSCX:
1.07
NVLIX:
0.46
PRSCX:
0.20
NVLIX:
1.49
PRSCX:
0.56
NVLIX:
7.43%
PRSCX:
10.86%
NVLIX:
26.07%
PRSCX:
29.58%
NVLIX:
-39.57%
PRSCX:
-85.26%
NVLIX:
-4.70%
PRSCX:
-12.59%
Returns By Period
In the year-to-date period, NVLIX achieves a 0.15% return, which is significantly higher than PRSCX's -7.00% return. Both investments have delivered pretty close results over the past 10 years, with NVLIX having a 15.16% annualized return and PRSCX not far ahead at 15.59%.
NVLIX
0.15%
9.40%
-0.67%
14.00%
20.21%
15.81%
15.16%
PRSCX
-7.00%
9.47%
-5.29%
9.35%
21.88%
13.96%
15.59%
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NVLIX vs. PRSCX - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is lower than PRSCX's 0.84% expense ratio.
Risk-Adjusted Performance
NVLIX vs. PRSCX — Risk-Adjusted Performance Rank
NVLIX
PRSCX
NVLIX vs. PRSCX - 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 T. Rowe Price Science And Technology Fund (PRSCX). 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. PRSCX - Dividend Comparison
NVLIX's dividend yield for the trailing twelve months is around 14.32%, more than PRSCX's 10.14% 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% |
PRSCX T. Rowe Price Science And Technology Fund | 10.14% | 9.43% | 0.00% | 7.83% | 33.69% | 13.90% | 5.86% | 36.03% | 13.21% | 3.68% | 18.51% | 17.17% |
Drawdowns
NVLIX vs. PRSCX - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -39.57%, smaller than the maximum PRSCX drawdown of -85.26%. Use the drawdown chart below to compare losses from any high point for NVLIX and PRSCX.
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Volatility
NVLIX vs. PRSCX - Volatility Comparison
The current volatility for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) is 5.75%, while T. Rowe Price Science And Technology Fund (PRSCX) has a volatility of 6.33%. This indicates that NVLIX experiences smaller price fluctuations and is considered to be less risky than PRSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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