TICRX vs. VIIIX

Last updated Jun 24, 2026

TICRX (Nuveen Large Cap Responsible Equity Fund Class A) and VIIIX (Vanguard Institutional Index Fund Institutional Plus Shares) are both mutual funds - TICRX is a Large Cap Blend Equities fund tracking the S&P 500, while VIIIX is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, TICRX returned 14.42%/yr vs 15.87%/yr for VIIIX. With a 0.98 correlation, they move nearly in lockstep. TICRX charges 0.49%/yr vs 0.02%/yr for VIIIX.

Performance

TICRX vs. VIIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Large Cap Responsible Equity Fund Class A (TICRX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TICRX achieves a 12.73% return, which is significantly higher than VIIIX's 9.78% return. Over the past 10 years, TICRX has underperformed VIIIX with an annualized return of 14.42%, while VIIIX has yielded a comparatively higher 15.87% annualized return.

TICRX

• 1D: -0.04%
• 1M: 1.54%
• YTD: 12.73%
• 6M: 11.63%
• 1Y: 24.74%
• 3Y*: 19.89%
• 5Y*: 11.36%
• 10Y*: 14.42%

VIIIX

• 1D: -0.37%
• 1M: 0.10%
• YTD: 9.78%
• 6M: 8.78%
• 1Y: 25.51%
• 3Y*: 21.80%
• 5Y*: 13.75%
• 10Y*: 15.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TICRX vs. VIIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TICRX Nuveen Large Cap Responsible Equity Fund Class A	12.73%	16.21%	17.86%	22.23%	-18.02%	26.24%	19.99%	31.18%	-6.03%	18.77%
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares	9.78%	17.87%	26.29%	25.79%	-18.14%	28.69%	18.41%	31.48%	-4.41%	21.82%

Correlation

The correlation between TICRX and VIIIX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.94
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (5Y) Calculated over the trailing 5-year period	0.97
Correlation (10Y) Calculated over the trailing 10-year period	0.97
Correlation (All Time) Calculated using the full available price history since Apr 3, 2006	0.98

The correlation between TICRX and VIIIX has been stable across timeframes, ranging from 0.94 to 0.98 - a consistent structural relationship.

Return for Risk

TICRX vs. VIIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TICRX

TICRX Risk / Return Rank: 56
TICRX Sharpe Ratio Rank: 53
TICRX Sortino Ratio Rank: 49
TICRX Omega Ratio Rank: 47
TICRX Calmar Ratio Rank: 65
TICRX Martin Ratio Rank: 67

VIIIX

VIIIX Risk / Return Rank: 65
VIIIX Sharpe Ratio Rank: 64
VIIIX Sortino Ratio Rank: 57
VIIIX Omega Ratio Rank: 59
VIIIX Calmar Ratio Rank: 68
VIIIX Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TICRX vs. VIIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Responsible Equity Fund Class A (TICRX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	TICRX	VIIIX	Difference
Sharpe ratio: Return per unit of total volatility	1.98	2.15	-0.18
Sortino ratio: Return per unit of downside risk	2.71	2.91	-0.20
Omega ratio: Gain probability vs. loss probability	1.35	1.39	-0.04
Calmar ratio: Return relative to maximum drawdown	2.96	3.02	-0.05
Martin ratio: Return relative to average drawdown	12.19	13.62	-1.43

TICRX vs. VIIIX - Sharpe Ratio Comparison

The current TICRX Sharpe Ratio is 1.98, which is comparable to the VIIIX Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of TICRX and VIIIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TICRX vs. VIIIX - Drawdown Comparison

The maximum TICRX drawdown since its inception was -54.74%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for TICRX and VIIIX.

Drawdown Indicators

	TICRX	VIIIX	Difference
Max Drawdown Largest peak-to-trough decline	-54.74%	-55.18%	+0.44%
Max Drawdown (1Y) Largest decline over 1 year	-8.81%	-8.90%	+0.09%
Max Drawdown (3Y) Largest decline over 3 years	-30.13%	-18.75%	-11.38%
Max Drawdown (5Y) Largest decline over 5 years	-30.13%	-24.50%	-5.63%
Max Drawdown (10Y) Largest decline over 10 years	-34.94%	-33.79%	-1.15%
Current Drawdown Current decline from peak	-0.68%	-1.72%	+1.04%
Average Drawdown Average peak-to-trough decline	-7.85%	-10.00%	+2.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.13%	1.97%	+0.16%

Volatility

TICRX vs. VIIIX - Volatility Comparison

Nuveen Large Cap Responsible Equity Fund Class A (TICRX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 4.57% and 4.68%, 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.

Volatility by Period

	TICRX	VIIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.57%	4.68%	-0.11%
Volatility (6M) Calculated over the trailing 6-month period	10.54%	9.84%	+0.70%
Volatility (1Y) Calculated over the trailing 1-year period	13.25%	12.50%	+0.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.17%	16.98%	+3.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.80%	18.11%	+1.69%

TICRX vs. VIIIX - Expense Ratio Comparison

TICRX has a 0.49% expense ratio, which is higher than VIIIX's 0.02% expense ratio.

Dividends

TICRX vs. VIIIX - Dividend Comparison

TICRX's dividend yield for the trailing twelve months is around 8.11%, more than VIIIX's 2.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TICRX Nuveen Large Cap Responsible Equity Fund Class A	8.11%	9.14%	19.79%	6.32%	5.51%	10.60%	1.32%	5.21%	10.73%	2.65%	7.10%	3.87%
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares	2.45%	2.11%	3.66%	2.66%	3.39%	4.79%	3.07%	2.86%	2.45%	1.84%	2.38%	2.47%

Frequently Asked Questions

Can I hold both TICRX and VIIIX in my portfolio?

With a correlation of 0.94, TICRX and VIIIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, TICRX or VIIIX?

VIIIX has higher volatility (4.68%) compared to TICRX (4.57%). In terms of maximum drawdown, TICRX dropped -54.74% vs VIIIX's -55.18%.

Which has better risk-adjusted returns?

VIIIX currently has the higher Sharpe Ratio (2.15 vs 1.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.