FRSLX: NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 26.53 0.34(1.27%) July 11
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/15/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.92% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 0.8 | 6.9 | 12.3 | 5.5 | 7.5 | 11.0 | 8.3 | 8.9 | 13.4 | 19.9 | -30.3 | -24.0 | 27.9 | 33.7 | -9.7 | 24.7 | 1.2 | -0.9 | 8.2 | 36.6 | 14.8 | -2.9 | 27.6 | 45.5 | -45.8 | 16.9 | 9.3 | 12.2 | 21.5 | 33.1 | -15.4 | -3.6 | 25.2 | 2.3 | 4.6 | 17.0 | 9.0 |
| Sharpe Ratio | NA | -0.05 | 0.15 | 0.41 | 0.15 | 0.27 | NA | NA | 0.32 | 0.39 | 0.92 | -0.93 | -0.66 | 0.75 | 1.99 | -0.54 | 2.39 | 0.06 | -0.06 | 0.48 | 2.66 | 0.92 | -0.1 | 1.17 | 1.62 | -1.08 | 0.81 | 0.41 | 0.77 | 1.35 | 1.92 | -0.65 | -0.26 | 0.71 | -0.05 | 0.05 | 0.73 | 0.9 |
| Draw Down(%) | NA | 26.8 | 28.2 | 28.2 | 43.2 | 43.2 | NA | NA | 57.6 | 11.8 | 15.9 | 37.3 | 37.5 | 33.9 | 9.3 | 25.7 | 4.4 | 18.0 | 13.4 | 11.9 | 6.6 | 10.9 | 24.6 | 18.5 | 18.1 | 55.6 | 10.7 | 16.6 | 8.2 | 14.1 | 11.7 | 31.2 | 28.0 | 16.5 | 20.6 | 36.7 | 13.8 | 11.5 |
| Standard Deviation(%) | NA | 29.1 | 25.1 | 21.7 | 23.9 | 22.6 | NA | NA | 22.6 | 17.4 | 17.1 | 34.3 | 36.3 | 37.0 | 16.2 | 20.6 | 10.1 | 16.2 | 16.5 | 17.0 | 13.8 | 16.3 | 29.4 | 23.4 | 28.0 | 43.0 | 17.2 | 15.1 | 13.1 | 15.2 | 16.9 | 25.4 | 23.0 | 29.7 | 18.2 | 27.1 | 18.3 | 15.8 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.09 | 0.03 | 0.06 | NA | NA | 0.07 | 0.06 | 0.16 | -0.3 | -0.26 | 0.29 | 0.28 | -0.1 | 0.21 | 0.01 | -0.01 | 0.07 | 0.36 | 0.15 | -0.03 | 0.26 | 0.49 | -0.51 | 0.14 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.09 | -0.06 | -0.02 | -0.02 | -0.01 | NA | NA | 0.01 | -0.01 | -0.01 | 0.0 | -0.16 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.09 | 1.02 | 1.06 | 1.04 | NA | NA | 1.0 | 1.1 | 0.98 | 1.05 | 0.94 | 0.96 | 1.13 | 1.11 | 1.16 | 0.99 | 1.02 | 1.21 | 1.01 | 0.97 | 1.02 | 1.05 | 0.92 | 0.91 | 0.98 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.94 | 0.94 | 0.95 | 0.95 | NA | NA | 0.67 | 0.92 | 0.93 | 0.98 | 0.27 | 0.86 | 0.94 | 0.97 | 0.88 | 0.94 | 0.94 | 0.94 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.97 | 0.96 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 28.2 | 17.4 | 27.3 | 17.5 | 21.1 | 4.6 | 8.2 | 18.2 | 22.2 | 8.2 | 3.8 | 0.0 | 0.0 | 0.0 | 12.1 | 9.7 | 11.3 | 16.5 | 3.7 | 0.0 | 0.0 | 42.0 | 1.9 | 0.8 | 11.6 | 12.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 101.9 | -31.4 | 13.0 | -14.7 | 355.1 | -49.9 | -59.1 | -10.7 | 190.7 | 98.4 | N/A | N/A | N/A | -100.0 | 22.7 | -10.9 | -29.4 | 465.6 | N/A | N/A | -100.0 | 2157.8 | 156.5 | -93.1 | -15.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/1990
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