Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVLIX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS I) | 8.31% | 19.49% | 23.10% | 13.33% | 17.59% | 15.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVLIX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS I) | 05/26/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 19.49 | 23.10 | 13.33 | 17.59 | 15.37 | NA | … | … | 8.31 | -7.99 | 29.48 | 43.60 | -31.31 | 27.62 | 37.97 | 33.53 | 3.02 | 33.10 | -2.03 | 6.63 | 10.47 | 36.31 | 13.19 | -0.66 | 16.14 | 27.23 |
| Sharpe Ratio | NA | 1.21 | 1.01 | 0.49 | 0.69 | NA | NA | … | … | 1.06 | -0.30 | 1.38 | 2.41 | -1.04 | 1.49 | 1.05 | 2.04 | 0.08 | 3.67 | -0.08 | 0.39 | 0.70 | 2.82 | 0.90 | -0.03 | 0.79 | 2.70 |
| Standard Deviation(%) | NA | 16.03 | 19.94 | 22.34 | 23.12 | NA | NA | … | … | 17.79 | 32.24 | 18.68 | 16.71 | 31.67 | 18.46 | 35.93 | 15.73 | 21.77 | 8.89 | 26.94 | 17.00 | 14.97 | 12.86 | 14.64 | 25.97 | 20.30 | 17.99 |
| Draw Down(%) | NA | 19.01 | 23.94 | 39.57 | 39.57 | NA | NA | … | … | 15.60 | 24.62 | 13.52 | 10.39 | 37.23 | 9.44 | 29.94 | 7.72 | 23.00 | 2.89 | 16.70 | 13.29 | 9.61 | 6.78 | 13.56 | 20.57 | 16.65 | 7.62 |
| Yield(%) | 0.00 | 20.21 | 16.84 | 11.79 | 14.93 | 15.26 | 17.54 | … | … | 0.00 | 20.68 | 16.61 | 7.37 | 5.65 | 11.24 | 7.03 | 10.68 | 16.19 | 20.71 | 14.64 | 14.07 | 10.55 | 6.59 | 0.00 | 0.00 | 0.00 | 0.80 |
Data as of 06/04/2026, Common starting date is 05/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVLIX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS I) |
4.89%
Dec 2013 – Dec 2016 |
8.82%
Feb 2011 – Feb 2016 |
12.21%
Sep 2012 – Sep 2022 |
13.59%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVLIX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS I) |
32.97%
Dec 2018 – Dec 2021 |
26.38%
Dec 2016 – Dec 2021 |
19.10%
Dec 2011 – Dec 2021 |
16.71%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart