TRIRX vs. NSBRX
Compare and contrast key facts about Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Nuveen Dividend Growth Fund (NSBRX).
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. NSBRX is managed by Nuveen. It was launched on Mar 28, 2006.
Performance
TRIRX vs. NSBRX - Performance Comparison
Loading graphics...
TRIRX vs. NSBRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | -9.84% | 18.13% | 32.98% | 42.30% | -29.41% | 27.32% | 38.06% | 35.98% | -1.91% | 28.50% |
NSBRX Nuveen Dividend Growth Fund | -2.40% | 10.03% | 17.56% | 15.08% | -9.63% | 27.17% | 9.79% | 41.88% | -4.36% | 20.07% |
Returns By Period
In the year-to-date period, TRIRX achieves a -9.84% return, which is significantly lower than NSBRX's -2.40% return. Over the past 10 years, TRIRX has outperformed NSBRX with an annualized return of 16.25%, while NSBRX has yielded a comparatively lower 12.44% annualized return.
TRIRX
- 1D
- 3.75%
- 1M
- -5.54%
- YTD
- -9.84%
- 6M
- -9.45%
- 1Y
- 17.35%
- 3Y*
- 20.82%
- 5Y*
- 12.07%
- 10Y*
- 16.25%
NSBRX
- 1D
- 1.84%
- 1M
- -5.23%
- YTD
- -2.40%
- 6M
- -2.56%
- 1Y
- 8.82%
- 3Y*
- 12.65%
- 5Y*
- 9.33%
- 10Y*
- 12.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRIRX vs. NSBRX - Expense Ratio Comparison
TRIRX has a 0.30% expense ratio, which is lower than NSBRX's 0.67% expense ratio.
Return for Risk
TRIRX vs. NSBRX — Risk / Return Rank
TRIRX
NSBRX
TRIRX vs. NSBRX - 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 Dividend Growth Fund (NSBRX). 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 | NSBRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.61 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.97 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.82 | +0.12 |
Martin ratioReturn relative to average drawdown | 3.24 | 3.53 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TRIRX | NSBRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.61 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.66 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.58 | +0.02 |
Correlation
The correlation between TRIRX and NSBRX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TRIRX vs. NSBRX - Dividend Comparison
TRIRX's dividend yield for the trailing twelve months is around 4.60%, less than NSBRX's 9.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | 4.60% | 4.15% | 3.00% | 1.67% | 10.58% | 8.44% | 1.69% | 2.13% | 3.69% | 0.68% | 1.09% | 1.31% |
NSBRX Nuveen Dividend Growth Fund | 9.19% | 9.26% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 15.68% | 7.04% | 4.57% | 1.75% | 6.24% |
Drawdowns
TRIRX vs. NSBRX - Drawdown Comparison
The maximum TRIRX drawdown since its inception was -51.49%, which is greater than NSBRX's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for TRIRX and NSBRX.
Loading graphics...
Drawdown Indicators
| TRIRX | NSBRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -45.14% | -6.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.32% | -10.75% | -5.57% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -19.79% | -13.03% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -33.69% | +0.87% |
Current DrawdownCurrent decline from peak | -13.18% | -6.10% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -5.28% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 2.50% | +2.26% |
Volatility
TRIRX vs. NSBRX - Volatility Comparison
Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) has a higher volatility of 6.72% compared to Nuveen Dividend Growth Fund (NSBRX) at 4.11%. This indicates that TRIRX's price experiences larger fluctuations and is considered to be riskier than NSBRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TRIRX | NSBRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 4.11% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 7.73% | +4.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.63% | 15.14% | +7.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.50% | 14.29% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 16.59% | +4.46% |