Correlation
The correlation between TBGVX and NSBRX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
TBGVX vs. NSBRX
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and Nuveen Dividend Growth Fund (NSBRX).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. NSBRX is managed by Nuveen. It was launched on Mar 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBGVX or NSBRX.
Performance
TBGVX vs. NSBRX - Performance Comparison
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Key characteristics
TBGVX:
0.64
NSBRX:
0.91
TBGVX:
0.95
NSBRX:
1.21
TBGVX:
1.14
NSBRX:
1.17
TBGVX:
0.72
NSBRX:
0.84
TBGVX:
2.22
NSBRX:
3.47
TBGVX:
3.70%
NSBRX:
3.60%
TBGVX:
12.74%
NSBRX:
15.86%
TBGVX:
-50.97%
NSBRX:
-45.14%
TBGVX:
0.00%
NSBRX:
-2.59%
Returns By Period
In the year-to-date period, TBGVX achieves a 13.70% return, which is significantly higher than NSBRX's 1.27% return. Over the past 10 years, TBGVX has underperformed NSBRX with an annualized return of 5.47%, while NSBRX has yielded a comparatively higher 10.76% annualized return.
TBGVX
13.70%
5.56%
12.24%
9.21%
8.57%
10.29%
5.47%
NSBRX
1.27%
4.62%
-1.73%
14.26%
10.30%
13.02%
10.76%
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TBGVX vs. NSBRX - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than NSBRX's 0.67% expense ratio.
Risk-Adjusted Performance
TBGVX vs. NSBRX — Risk-Adjusted Performance Rank
TBGVX
NSBRX
TBGVX vs. NSBRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) and Nuveen Dividend Growth Fund (NSBRX). 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
TBGVX vs. NSBRX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 8.75%, more than NSBRX's 6.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 8.75% | 9.95% | 4.55% | 5.68% | 8.89% | 0.94% | 1.88% | 6.74% | 1.45% | 3.16% | 4.94% | 3.79% |
NSBRX Nuveen Dividend Growth Fund | 6.77% | 6.82% | 3.01% | 3.66% | 3.67% | 4.68% | 8.72% | 7.32% | 4.57% | 1.75% | 6.24% | 4.65% |
Drawdowns
TBGVX vs. NSBRX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -50.97%, which is greater than NSBRX's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for TBGVX and NSBRX.
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Volatility
TBGVX vs. NSBRX - Volatility Comparison
The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 2.13%, while Nuveen Dividend Growth Fund (NSBRX) has a volatility of 4.01%. This indicates that TBGVX experiences smaller price fluctuations and is considered to be less risky than NSBRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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