NWQIX vs. INPFX
Compare and contrast key facts about Nuveen Flexible Income Fund (NWQIX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
NWQIX is managed by Nuveen. It was launched on Dec 8, 2009. INPFX is managed by American Funds. It was launched on May 18, 2012.
Performance
NWQIX vs. INPFX - Performance Comparison
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NWQIX vs. INPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWQIX Nuveen Flexible Income Fund | -0.33% | 12.22% | 6.03% | 11.61% | -13.64% | 4.94% | 5.54% | 18.57% | -4.07% | 9.18% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
Returns By Period
In the year-to-date period, NWQIX achieves a -0.33% return, which is significantly higher than INPFX's -1.32% return. Over the past 10 years, NWQIX has underperformed INPFX with an annualized return of 5.38%, while INPFX has yielded a comparatively higher 6.84% annualized return.
NWQIX
- 1D
- 0.00%
- 1M
- -2.94%
- YTD
- -0.33%
- 6M
- 2.27%
- 1Y
- 10.77%
- 3Y*
- 9.04%
- 5Y*
- 3.81%
- 10Y*
- 5.38%
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
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NWQIX vs. INPFX - Expense Ratio Comparison
NWQIX has a 0.70% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Return for Risk
NWQIX vs. INPFX — Risk / Return Rank
NWQIX
INPFX
NWQIX vs. INPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Flexible Income Fund (NWQIX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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.
| NWQIX | INPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.58 | 1.36 | +1.22 |
Sortino ratioReturn per unit of downside risk | 3.49 | 1.89 | +1.60 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.28 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 1.55 | +1.36 |
Martin ratioReturn relative to average drawdown | 11.90 | 6.91 | +5.00 |
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
| NWQIX | INPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 1.36 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.80 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.82 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.88 | -0.16 |
Correlation
The correlation between NWQIX and INPFX is 0.71, 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
NWQIX vs. INPFX - Dividend Comparison
NWQIX's dividend yield for the trailing twelve months is around 5.75%, more than INPFX's 5.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWQIX Nuveen Flexible Income Fund | 5.75% | 6.52% | 5.20% | 7.84% | 7.02% | 4.39% | 4.82% | 5.71% | 6.23% | 5.67% | 5.52% | 5.70% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
Drawdowns
NWQIX vs. INPFX - Drawdown Comparison
The maximum NWQIX drawdown since its inception was -23.89%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for NWQIX and INPFX.
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Drawdown Indicators
| NWQIX | INPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.89% | -21.31% | -2.58% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -6.25% | +2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -17.75% | -15.37% | -2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -23.89% | -21.31% | -2.58% |
Current DrawdownCurrent decline from peak | -2.94% | -5.13% | +2.19% |
Average DrawdownAverage peak-to-trough decline | -3.04% | -2.32% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 1.40% | -0.48% |
Volatility
NWQIX vs. INPFX - Volatility Comparison
The current volatility for Nuveen Flexible Income Fund (NWQIX) is 1.50%, while American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a volatility of 2.46%. This indicates that NWQIX experiences smaller price fluctuations and is considered to be less risky than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWQIX | INPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 2.46% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 4.38% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.41% | 7.55% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.64% | 7.48% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 8.34% | -2.03% |