TINRX vs. FULVX

Last updated Aug 1, 2026

TINRX (Nuveen Equity Index Fund Class A) and FULVX (Fidelity U.S. Low Volatility Equity Fund) are both mutual funds - TINRX is a Large Cap Blend Equities fund tracking the Russell 3000 Index, while FULVX is a Low Volatility fund managed by Fidelity. Their 0.78 correlation means they have sometimes moved together and sometimes differently. TINRX charges 0.36%/yr vs 0.66%/yr for FULVX.

Performance

TINRX vs. FULVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Equity Index Fund Class A (TINRX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

TINRX

• 1D: 1.61%
• 1M: -0.80%
• 6M: 7.88%
• YTD: 9.53%
• 1Y: 20.52%
• 3Y*: 18.15%
• 5Y*: 11.36%
• 10Y*: 13.99%
• ALL TIME*: 10.32%

FULVX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*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)
TINRX Nuveen Equity Index Fund Class A	$0.00	$0.00	$0.00

TINRX vs. FULVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
TINRX Nuveen Equity Index Fund Class A	9.53%	16.71%	23.38%	25.60%	-19.38%	25.30%	20.46%	5.25%
FULVX Fidelity U.S. Low Volatility Equity Fund	-0.01%	5.23%	17.76%	6.38%	-10.43%	17.79%	3.83%	4.30%

Correlation

The correlation between TINRX and FULVX is 0.44, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.44
Correlation (3Y) Balances recent behavior with more history.	0.64
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (All Time) Calculated using the full available price history since Nov 5, 2019	0.78

Over the past year, the correlation between TINRX and FULVX has dropped to 0.44 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.

Return for Risk

TINRX vs. FULVX — Risk / Return Rank

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

TINRX

TINRX Risk / Return Rank: 50
TINRX Sharpe Ratio Rank: 46
TINRX Sortino Ratio Rank: 43
TINRX Omega Ratio Rank: 43
TINRX Calmar Ratio Rank: 53
TINRX Martin Ratio Rank: 66

FULVX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

TINRX vs. FULVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Equity Index Fund Class A (TINRX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). 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.

	TINRX	FULVX	Difference
Sharpe ratio: Return per unit of total volatility	1.39	—	—
Sortino ratio: Return per unit of downside risk	1.96	—	—
Omega ratio: Gain probability vs. loss probability	1.25	—	—
Calmar ratio: Return relative to maximum drawdown	2.05	—	—
Martin ratio: Return relative to average drawdown	8.83	—	—

Drawdowns

Drawdown Indicators

	TINRX	FULVX	Difference
Max Drawdown Largest peak-to-trough decline	-55.63%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.88%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.32%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.18%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.92%	—	—
Current Drawdown Current decline from peak	-1.84%	—	—
Average Drawdown Average peak-to-trough decline	-7.58%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.06%	—	—

Volatility

Volatility by Period

	TINRX	FULVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.39%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.22%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.10%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.42%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.39%	—	—

TINRX vs. FULVX - Expense Ratio Comparison

TINRX has a 0.36% expense ratio, which is lower than FULVX's 0.66% expense ratio.

Dividends

TINRX vs. FULVX - Dividend Comparison

TINRX's dividend yield for the trailing twelve months is around 1.90%, less than FULVX's 8.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FULVX Fidelity U.S. Low Volatility Equity Fund	8.06%	6.82%	5.76%	1.65%	4.98%	5.35%	0.62%	0.28%	0.00%	0.00%	0.00%	0.00%
TINRX Nuveen Equity Index Fund Class A	1.90%	2.08%	1.34%	1.20%	1.54%	1.79%	1.17%	1.70%	2.08%	0.51%	2.13%	1.24%

Frequently Asked Questions

Can I hold both TINRX and FULVX in my portfolio?

TINRX and FULVX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.