NVLIX vs. VINIX
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Performance
NVLIX vs. VINIX - Performance Comparison
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NVLIX vs. VINIX - 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | -4.35% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 31.46% | -4.42% | 21.79% |
Returns By Period
In the year-to-date period, NVLIX achieves a -14.74% return, which is significantly lower than VINIX's -4.35% return. Over the past 10 years, NVLIX has outperformed VINIX with an annualized return of 15.06%, while VINIX has yielded a comparatively lower 14.13% 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%
VINIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.69%
- 5Y*
- 11.91%
- 10Y*
- 14.13%
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NVLIX vs. VINIX - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Return for Risk
NVLIX vs. VINIX — Risk / Return Rank
NVLIX
VINIX
NVLIX vs. VINIX - 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 Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 | VINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.97 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.49 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 1.52 | -1.37 |
Martin ratioReturn relative to average drawdown | 0.49 | 7.30 | -6.81 |
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 | VINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.97 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.71 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.59 | +0.14 |
Correlation
The correlation between NVLIX and VINIX is 0.91, 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.
Dividends
NVLIX vs. VINIX - Dividend Comparison
NVLIX's dividend yield for the trailing twelve months is around 26.33%, more than VINIX's 2.80% 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.80% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
Drawdowns
NVLIX vs. VINIX - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -39.57%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for NVLIX and VINIX.
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Drawdown Indicators
| NVLIX | VINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.57% | -55.19% | +15.62% |
Max Drawdown (1Y)Largest decline over 1 year | -19.01% | -12.12% | -6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -39.57% | -24.51% | -15.06% |
Max Drawdown (10Y)Largest decline over 10 years | -39.57% | -33.79% | -5.78% |
Current DrawdownCurrent decline from peak | -19.01% | -6.24% | -12.77% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -8.56% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 2.52% | +3.29% |
Volatility
NVLIX vs. VINIX - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX) have volatilities of 5.48% and 5.35%, 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.
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Volatility by Period
| NVLIX | VINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 5.35% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 9.53% | +2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 18.32% | +4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 16.90% | +5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 18.04% | +3.93% |