TRIRX vs. JQC
Compare and contrast key facts about Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Nuveen Credit Strategies Income Fund (JQC).
TRIRX is a passively managed fund by Nuveen that tracks the performance of the Russell 1000 Growth Index. It was launched on Oct 1, 2002. JQC is managed by Nuveen. It was launched on Jun 26, 2003.
Performance
TRIRX vs. JQC - Performance Comparison
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TRIRX vs. JQC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | -13.10% | 18.13% | 32.98% | 42.30% | -29.41% | 27.32% | 38.06% | 35.98% | -1.91% | 28.50% |
JQC Nuveen Credit Strategies Income Fund | 0.13% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
Returns By Period
In the year-to-date period, TRIRX achieves a -13.10% return, which is significantly lower than JQC's 0.13% return. Over the past 10 years, TRIRX has outperformed JQC with an annualized return of 15.83%, while JQC has yielded a comparatively lower 6.23% annualized return.
TRIRX
- 1D
- -0.45%
- 1M
- -8.66%
- YTD
- -13.10%
- 6M
- -12.25%
- 1Y
- 14.10%
- 3Y*
- 19.35%
- 5Y*
- 11.60%
- 10Y*
- 15.83%
JQC
- 1D
- 4.06%
- 1M
- 0.64%
- YTD
- 0.13%
- 6M
- -1.52%
- 1Y
- 2.50%
- 3Y*
- 10.88%
- 5Y*
- 5.01%
- 10Y*
- 6.23%
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TRIRX vs. JQC - Expense Ratio Comparison
TRIRX has a 0.30% expense ratio, which is lower than JQC's 4.34% expense ratio.
Return for Risk
TRIRX vs. JQC — Risk / Return Rank
TRIRX
JQC
TRIRX vs. JQC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Nuveen Credit Strategies Income Fund (JQC). 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.
| TRIRX | JQC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.16 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.34 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.05 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.24 | +0.41 |
Martin ratioReturn relative to average drawdown | 2.24 | 0.53 | +1.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRIRX | JQC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.16 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.38 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.36 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.23 | +0.36 |
Correlation
The correlation between TRIRX and JQC is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TRIRX vs. JQC - Dividend Comparison
TRIRX's dividend yield for the trailing twelve months is around 4.78%, less than JQC's 13.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | 4.78% | 4.15% | 3.00% | 1.67% | 10.58% | 8.44% | 1.69% | 2.13% | 3.69% | 0.68% | 1.09% | 1.31% |
JQC Nuveen Credit Strategies Income Fund | 13.21% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
Drawdowns
TRIRX vs. JQC - Drawdown Comparison
The maximum TRIRX drawdown since its inception was -51.49%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for TRIRX and JQC.
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Drawdown Indicators
| TRIRX | JQC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -75.18% | +23.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.32% | -10.15% | -6.17% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -19.83% | -12.99% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -47.99% | +15.17% |
Current DrawdownCurrent decline from peak | -16.32% | -5.90% | -10.42% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -8.84% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 4.71% | +0.05% |
Volatility
TRIRX vs. JQC - Volatility Comparison
The current volatility for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) is 5.34%, while Nuveen Credit Strategies Income Fund (JQC) has a volatility of 6.14%. This indicates that TRIRX experiences smaller price fluctuations and is considered to be less risky than JQC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRIRX | JQC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.14% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 9.33% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 15.55% | +6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 13.12% | +8.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 17.56% | +3.46% |