NVLIX vs. TRBCX

The year-to-date returns for both investments are quite close, with NVLIX having a -5.35% return and TRBCX slightly higher at -5.28%. Over the past 10 years, NVLIX has underperformed TRBCX with an annualized return of 2.41%, while TRBCX has yielded a comparatively higher 13.55% annualized return.

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NVLIX has a 0.83% expense ratio, which is higher than TRBCX's 0.69% 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 Blue Chip Growth Fund (TRBCX). 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 -0.16, which is lower than the TRBCX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of NVLIX and TRBCX, 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 has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 9.58%.

The maximum NVLIX drawdown since its inception was -45.45%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for NVLIX and TRBCX. For additional features, visit the drawdowns tool.

Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and T. Rowe Price Blue Chip Growth Fund (TRBCX) have volatilities of 8.36% and 8.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.