TINRX vs. NWQIX
TINRX (Nuveen Equity Index Fund Class A) and NWQIX (Nuveen Flexible Income Fund) are both mutual funds - TINRX is a Large Cap Blend Equities fund tracking the Russell 3000 Index, while NWQIX is a Diversified Portfolio fund managed by Nuveen. Over the past 10 years, TINRX returned 13.99%/yr vs 5.14%/yr for NWQIX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. TINRX charges 0.36%/yr vs 0.70%/yr for NWQIX.
Performance
TINRX vs. NWQIX - Performance Comparison
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Returns By Period
In the year-to-date period, TINRX achieves a 9.53% return, which is significantly higher than NWQIX's 4.79% return. Over the past 10 years, TINRX has outperformed NWQIX with an annualized return of 13.99%, while NWQIX has yielded a comparatively lower 5.14% annualized return.
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%
NWQIX
- 1D
- 0.30%
- 1M
- -0.98%
- 6M
- 3.20%
- YTD
- 4.79%
- 1Y
- 10.99%
- 3Y*
- 9.67%
- 5Y*
- 3.92%
- 10Y*
- 5.14%
- ALL TIME*
- 5.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TINRX vs. NWQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TINRX Nuveen Equity Index Fund Class A | 9.53% | 16.71% | 23.38% | 25.60% | -19.38% | 25.30% | 20.46% | 30.56% | -5.55% | 19.06% |
NWQIX Nuveen Flexible Income Fund | 4.79% | 11.74% | 6.03% | 11.61% | -13.64% | 4.94% | 5.54% | 18.57% | -4.07% | 9.18% |
Correlation
The correlation between TINRX and NWQIX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.64 |
The correlation between TINRX and NWQIX shifts across timeframes, from 0.61 (10 years) to 0.77 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
TINRX vs. NWQIX — Risk / Return Rank
TINRX
NWQIX
TINRX vs. NWQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Equity Index Fund Class A (TINRX) and Nuveen Flexible Income Fund (NWQIX). 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 | NWQIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.61 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 3.96 | -1.91 |
| Martin ratioReturn relative to average drawdown | 8.83 | 17.88 | -9.05 |
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Drawdowns
TINRX vs. NWQIX - Drawdown Comparison
The maximum TINRX drawdown since its inception was -55.63%, which is greater than NWQIX's maximum drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for TINRX and NWQIX.
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Drawdown Indicators
| TINRX | NWQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.63% | -23.89% | -31.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.88% | -2.94% | -5.94% |
Max Drawdown (3Y)Largest decline over 3 years | -19.32% | -4.59% | -14.73% |
Max Drawdown (5Y)Largest decline over 5 years | -25.18% | -17.75% | -7.43% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -23.89% | -11.03% |
Current DrawdownCurrent decline from peak | -1.84% | -1.13% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -2.98% | -4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 0.65% | +1.41% |
Volatility
TINRX vs. NWQIX - Volatility Comparison
Nuveen Equity Index Fund Class A (TINRX) has a higher volatility of 3.39% compared to Nuveen Flexible Income Fund (NWQIX) at 0.79%. This indicates that TINRX's price experiences larger fluctuations and is considered to be riskier than NWQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TINRX | NWQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 0.79% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 3.15% | +7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.10% | 3.96% | +9.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 5.70% | +11.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 6.29% | +12.10% |
TINRX vs. NWQIX - Expense Ratio Comparison
TINRX has a 0.36% expense ratio, which is lower than NWQIX's 0.70% expense ratio.
Dividends
TINRX vs. NWQIX - Dividend Comparison
TINRX's dividend yield for the trailing twelve months is around 1.90%, less than NWQIX's 5.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWQIX Nuveen Flexible Income Fund | 5.14% | 6.09% | 5.20% | 7.84% | 7.02% | 4.39% | 4.82% | 5.71% | 6.23% | 5.67% | 5.52% | 5.70% |
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
TINRX and NWQIX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TINRX has higher volatility (3.39%) compared to NWQIX (0.79%). In terms of maximum drawdown, TINRX dropped -55.63% vs NWQIX's -23.89%.
NWQIX currently has the higher Sharpe Ratio (2.94 vs 1.39), 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.
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