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ARSTX: NUVEEN SMALL CAP SELECT FUND CLASS I (MUTUAL FUND)
Basic Info 15.09 0.11(0.73%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 09/18/1992 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 0.28% |
| Expenses | 1.24% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/18/1992 |
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 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | -1.2 | 7.9 | 11.8 | 9.7 | 7.0 | 10.1 | 7.7 | 8.0 | 14.6 | 17.7 | -19.8 | 9.7 | 17.4 | 29.0 | -11.5 | 10.1 | 21.8 | -1.5 | 5.3 | 32.3 | 12.4 | -1.9 | 23.3 | 37.8 | -34.1 | -5.1 | 19.4 | 8.5 | 16.0 | 44.6 | -17.8 | 12.4 | 19.8 | 17.1 | -7.8 | 11.2 | 4.3 | 8.2 | -5.6 | 5.0 | 14.3 |
| Sharpe Ratio | NA | -0.2 | 0.19 | 0.38 | 0.33 | 0.24 | NA | NA | 0.28 | 0.41 | 0.72 | -0.75 | 0.39 | 0.41 | 1.77 | -0.68 | 0.78 | 1.16 | -0.09 | 0.33 | 2.26 | 0.7 | -0.06 | 0.94 | 1.15 | -0.83 | -0.43 | 1.01 | 0.42 | 0.99 | 2.53 | -0.71 | 0.42 | 0.67 | 0.9 | -0.5 | 0.5 | 0.06 | 0.35 | -0.63 | 0.15 | 5.16 |
| Draw Down(%) | NA | 25.7 | 29.4 | 29.4 | 39.0 | 43.1 | NA | NA | 56.5 | 10.1 | 13.8 | 27.0 | 21.9 | 43.1 | 9.6 | 28.2 | 6.3 | 17.7 | 15.4 | 12.6 | 7.2 | 14.2 | 30.9 | 19.6 | 27.1 | 49.8 | 14.7 | 14.5 | 10.9 | 13.3 | 13.6 | 36.6 | 26.5 | 18.8 | 16.9 | 42.6 | 18.5 | 15.6 | 17.3 | 15.3 | 16.8 | 4.4 |
| Standard Deviation(%) | NA | 27.6 | 24.8 | 22.0 | 23.4 | 23.6 | NA | NA | 22.2 | 19.3 | 18.8 | 28.6 | 24.7 | 41.8 | 15.7 | 18.8 | 12.3 | 18.6 | 17.0 | 16.2 | 14.3 | 17.7 | 34.2 | 24.6 | 32.9 | 42.2 | 18.9 | 16.1 | 14.9 | 15.2 | 17.4 | 26.6 | 24.5 | 23.5 | 15.3 | 22.2 | 15.2 | 12.5 | 12.4 | 13.6 | 19.7 | 11.2 |
| Treynor Ratio | NA | -0.06 | 0.05 | 0.09 | 0.09 | 0.06 | NA | NA | 0.07 | 0.08 | 0.15 | -0.25 | 0.11 | 0.16 | 0.29 | -0.14 | 0.09 | 0.21 | -0.02 | 0.05 | 0.34 | 0.12 | -0.02 | 0.23 | 0.38 | -0.36 | -0.08 | 0.17 | 0.06 | 0.19 | 0.52 | -0.18 | 0.11 | 0.27 | 0.17 | -0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | 0.02 | 0.02 | -0.06 | 0.0 | -0.03 | -0.05 | 0.04 | 0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | 0.03 | -0.06 | 0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.05 | 0.07 | 0.0 | -0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.93 | 0.95 | 0.91 | 0.88 | 0.95 | NA | NA | 0.93 | 0.97 | 0.91 | 0.84 | 0.87 | 1.04 | 0.94 | 0.94 | 1.08 | 1.03 | 1.03 | 1.0 | 0.96 | 1.01 | 1.05 | 1.01 | 0.99 | 0.96 | 1.0 | 0.93 | 0.98 | 0.79 | 0.85 | 1.02 | 0.92 | 0.58 | 0.81 | 0.86 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.92 | 0.91 | 0.81 | 0.87 | NA | NA | 0.83 | 0.88 | 0.9 | 0.93 | 0.56 | 0.91 | 0.9 | 0.92 | 0.82 | 0.94 | 0.93 | 0.93 | 0.94 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.94 | 0.96 | 0.95 | 0.93 | 0.91 | 0.92 | 0.9 | 0.77 | 0.68 | 0.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.3 | 0.2 | 4.7 | 8.8 | 6.4 | N/A | 0.3 | 0.0 | 0.3 | 0.0 | 0.2 | 0.5 | 15.7 | 10.2 | 10.2 | 16.5 | 24.1 | 10.3 | 15.4 | 2.1 | 0.0 | 0.1 | 0.0 | 5.9 | 14.8 | 20.9 | 19.3 | 8.5 | 0.0 | 6.7 | 25.6 | 2.1 | 0.4 | 0.0 | 0.2 | 0.0 | 0.0 | 0.3 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | 25.0 | -98.2 | -53.7 | -8.3 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -34.1 | -97.8 | 54.1 | 15.0 | -50.1 | -44.7 | 173.0 | -35.0 | 611.9 | N/A | -100.0 | N/A | -100.0 | -58.9 | -35.1 | 1.8 | 201.2 | N/A | -100.0 | -76.3 | 1311.7 | 421.6 | 1175.0 | -81.0 | N/A | N/A | -100.0 | -32.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/1992
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