PXWIX vs. NVLIX
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
PXWIX is managed by Pax World Funds. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
PXWIX vs. NVLIX - Performance Comparison
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PXWIX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXWIX Pax Ellevate Global Women’s Leadership Fund Institutional Class | -6.93% | 17.72% | 12.41% | 18.41% | -19.77% | 17.58% | 13.94% | 26.80% | -7.55% | 25.15% |
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% |
Returns By Period
In the year-to-date period, PXWIX achieves a -6.93% return, which is significantly higher than NVLIX's -14.74% return. Over the past 10 years, PXWIX has underperformed NVLIX with an annualized return of 9.09%, while NVLIX has yielded a comparatively higher 15.06% annualized return.
PXWIX
- 1D
- 0.12%
- 1M
- -8.29%
- YTD
- -6.93%
- 6M
- -2.55%
- 1Y
- 12.99%
- 3Y*
- 10.99%
- 5Y*
- 5.70%
- 10Y*
- 9.09%
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%
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PXWIX vs. NVLIX - Expense Ratio Comparison
PXWIX has a 0.51% expense ratio, which is lower than NVLIX's 0.83% expense ratio.
Return for Risk
PXWIX vs. NVLIX — Risk / Return Rank
PXWIX
NVLIX
PXWIX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX). 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.
| PXWIX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.29 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.58 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.08 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.15 | +0.87 |
Martin ratioReturn relative to average drawdown | 4.63 | 0.49 | +4.13 |
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
| PXWIX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.29 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.42 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.69 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.73 | -0.42 |
Correlation
The correlation between PXWIX and NVLIX is 0.86, 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
PXWIX vs. NVLIX - Dividend Comparison
PXWIX's dividend yield for the trailing twelve months is around 10.72%, less than NVLIX's 26.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWIX Pax Ellevate Global Women’s Leadership Fund Institutional Class | 10.72% | 9.98% | 9.64% | 1.69% | 3.24% | 1.44% | 1.25% | 3.24% | 5.15% | 2.71% | 2.04% | 2.68% |
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% |
Drawdowns
PXWIX vs. NVLIX - Drawdown Comparison
The maximum PXWIX drawdown since its inception was -53.56%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for PXWIX and NVLIX.
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Drawdown Indicators
| PXWIX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.56% | -39.57% | -13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -19.01% | +7.80% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -39.57% | +10.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -39.57% | +5.10% |
Current DrawdownCurrent decline from peak | -9.44% | -19.01% | +9.57% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -6.20% | -3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 5.81% | -3.34% |
Volatility
PXWIX vs. NVLIX - Volatility Comparison
The current volatility for Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) is 4.55%, while Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a volatility of 5.48%. This indicates that PXWIX experiences smaller price fluctuations and is considered to be less risky than NVLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXWIX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 5.48% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 12.08% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 22.64% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 22.35% | -6.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 21.97% | -5.05% |