TILIX vs. FARCX

Last updated Aug 4, 2026

TILIX (Nuveen Large Cap Growth Index Fund R6 Class) and FARCX (Nuveen Real Estate Securities Fund) are both mutual funds - TILIX is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index, while FARCX is a REIT fund managed by Nuveen. Over the past 10 years, TILIX returned 17.31%/yr vs 5.36%/yr for FARCX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. TILIX charges 0.05%/yr vs 0.97%/yr for FARCX.

Performance

TILIX vs. FARCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Large Cap Growth Index Fund R6 Class (TILIX) and Nuveen Real Estate Securities Fund (FARCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TILIX achieves a 0.47% return, which is significantly lower than FARCX's 18.37% return. Over the past 10 years, TILIX has outperformed FARCX with an annualized return of 17.31%, while FARCX has yielded a comparatively lower 5.36% annualized return.

TILIX

• 1D: 0.81%
• 1M: -2.43%
• 6M: 1.71%
• YTD: 0.47%
• 1Y: 10.22%
• 3Y*: 19.39%
• 5Y*: 11.86%
• 10Y*: 17.31%
• ALL TIME*: 11.78%

FARCX

• 1D: -0.65%
• 1M: 0.77%
• 6M: 16.52%
• YTD: 18.37%
• 1Y: 23.02%
• 3Y*: 10.65%
• 5Y*: 4.02%
• 10Y*: 5.36%
• ALL TIME*: 9.87%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FARCX Nuveen Real Estate Securities Fund	$0.00	$0.00	$0.00
TILIX Nuveen Large Cap Growth Index Fund R6 Class	$0.00	$0.00	$0.00

TILIX vs. FARCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TILIX Nuveen Large Cap Growth Index Fund R6 Class	0.47%	18.41%	33.31%	42.64%	-29.22%	27.63%	38.43%	36.30%	-1.66%	28.49%
FARCX Nuveen Real Estate Securities Fund	18.37%	2.56%	6.04%	11.55%	-24.57%	41.57%	-6.14%	25.63%	-5.57%	5.67%

Correlation

The correlation between TILIX and FARCX is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.02
Correlation (3Y) Balances recent behavior with more history.	0.23
Correlation (5Y) Shows whether the relationship held over a longer period.	0.42
Correlation (10Y) Provides a long-term view across more market conditions.	0.44
Correlation (All Time) Calculated using the full available price history since Sep 30, 2002	0.57

Over the past year, the correlation between TILIX and FARCX has dropped to 0.02 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

Return for Risk

TILIX vs. FARCX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TILIX

TILIX Risk / Return Rank: 10
TILIX Sharpe Ratio Rank: 11
TILIX Sortino Ratio Rank: 11
TILIX Omega Ratio Rank: 10
TILIX Calmar Ratio Rank: 10
TILIX Martin Ratio Rank: 11

FARCX

FARCX Risk / Return Rank: 71
FARCX Sharpe Ratio Rank: 68
FARCX Sortino Ratio Rank: 65
FARCX Omega Ratio Rank: 61
FARCX Calmar Ratio Rank: 83
FARCX Martin Ratio Rank: 78

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TILIX vs. FARCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Growth Index Fund R6 Class (TILIX) and Nuveen Real Estate Securities Fund (FARCX). 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.

	TILIX	FARCX	Difference
Sharpe ratio: Return per unit of total volatility	0.47	1.69	-1.22
Sortino ratio: Return per unit of downside risk	0.76	2.35	-1.60
Omega ratio: Gain probability vs. loss probability	1.09	1.30	-0.21
Calmar ratio: Return relative to maximum drawdown	0.50	2.91	-2.41
Martin ratio: Return relative to average drawdown	1.50	9.99	-8.50

TILIX vs. FARCX - Sharpe Ratio Comparison

The current TILIX Sharpe Ratio is 0.47, which is lower than the FARCX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of TILIX and FARCX, 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

TILIX vs. FARCX - Drawdown Comparison

The maximum TILIX drawdown since its inception was -50.54%, smaller than the maximum FARCX drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for TILIX and FARCX.

Drawdown Indicators

	TILIX	FARCX	Difference
Max Drawdown Largest peak-to-trough decline	-50.54%	-70.62%	+20.08%
Max Drawdown (1Y) Largest decline over 1 year	-16.24%	-7.83%	-8.41%
Max Drawdown (3Y) Largest decline over 3 years	-23.33%	-17.59%	-5.74%
Max Drawdown (5Y) Largest decline over 5 years	-32.68%	-31.77%	-0.91%
Max Drawdown (10Y) Largest decline over 10 years	-32.68%	-41.05%	+8.37%
Current Drawdown Current decline from peak	-7.81%	-2.82%	-4.99%
Average Drawdown Average peak-to-trough decline	-7.72%	-10.40%	+2.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.42%	2.29%	+3.13%

Volatility

TILIX vs. FARCX - Volatility Comparison

Nuveen Large Cap Growth Index Fund R6 Class (TILIX) has a higher volatility of 6.43% compared to Nuveen Real Estate Securities Fund (FARCX) at 4.51%. This indicates that TILIX's price experiences larger fluctuations and is considered to be riskier than FARCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TILIX	FARCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.43%	4.51%	+1.92%
Volatility (6M) Calculated over the trailing 6-month period	14.00%	10.56%	+3.44%
Volatility (1Y) Calculated over the trailing 1-year period	17.51%	13.61%	+3.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.78%	18.40%	+3.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.22%	20.21%	+1.01%

TILIX vs. FARCX - Expense Ratio Comparison

TILIX has a 0.05% expense ratio, which is lower than FARCX's 0.97% expense ratio.

Dividends

TILIX vs. FARCX - Dividend Comparison

TILIX's dividend yield for the trailing twelve months is around 4.39%, less than FARCX's 4.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FARCX Nuveen Real Estate Securities Fund	4.80%	5.77%	9.34%	3.30%	20.25%	15.12%	2.89%	11.46%	6.19%	13.43%	10.99%	8.24%
TILIX Nuveen Large Cap Growth Index Fund R6 Class	4.39%	4.41%	3.25%	1.90%	11.00%	8.76%	1.91%	2.38%	4.01%	0.68%	1.33%	1.32%

Frequently Asked Questions

Can I hold both TILIX and FARCX in my portfolio?

TILIX and FARCX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TILIX or FARCX?

TILIX has higher volatility (6.43%) compared to FARCX (4.51%). In terms of maximum drawdown, TILIX dropped -50.54% vs FARCX's -70.62%.

Which has better risk-adjusted returns?

FARCX currently has the higher Sharpe Ratio (1.69 vs 0.47), 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.