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FIMPX: NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 36.35 0.37(1.03%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 12/28/1995 |
| Last Dividend Date: | 12/15/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.98% |
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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 12/28/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 2.5 | 15.3 | 14.5 | 7.7 | 8.6 | 11.5 | 8.7 | 12.7 | 17.5 | 18.9 | -27.5 | -6.1 | 33.9 | 29.9 | -5.6 | 17.0 | 12.0 | -3.7 | 6.9 | 41.1 | 11.3 | -4.9 | 31.5 | 49.7 | -40.2 | 3.6 | 5.1 | 9.4 | 1.0 | 59.5 | -25.6 | 5.4 | 11.2 | 137.5 | -2.4 | 13.9 | 57.4 | 7.5 |
| Sharpe Ratio | NA | 0.07 | 0.48 | 0.49 | 0.23 | 0.3 | NA | NA | 0.46 | 0.56 | 0.77 | -0.9 | -0.22 | 0.86 | 1.65 | -0.32 | 1.3 | 0.58 | -0.21 | 0.38 | 2.75 | 0.6 | -0.15 | 1.36 | 1.53 | -0.98 | 0.03 | 0.11 | 0.5 | 0.0 | 2.84 | -0.92 | 0.11 | 0.2 | 6.15 | -0.25 | 0.59 | 2.88 | NA |
| Draw Down(%) | NA | 27.2 | 28.0 | 28.0 | 40.0 | 40.0 | NA | NA | 58.3 | 10.4 | 16.4 | 34.4 | 27.6 | 36.8 | 10.5 | 29.6 | 5.6 | 20.2 | 17.8 | 14.2 | 7.6 | 15.4 | 29.2 | 18.3 | 26.6 | 53.1 | 11.9 | 21.3 | 10.0 | 26.7 | 16.7 | 44.6 | 32.7 | 36.6 | 16.9 | 49.5 | 24.3 | 19.5 | 0.0 |
| Standard Deviation(%) | NA | 28.2 | 25.3 | 22.8 | 24.4 | 24.0 | NA | NA | 24.3 | 19.7 | 19.3 | 32.3 | 27.5 | 39.1 | 17.3 | 21.6 | 12.6 | 20.2 | 18.0 | 17.8 | 14.9 | 18.8 | 32.9 | 23.1 | 32.4 | 41.7 | 18.2 | 16.7 | 14.5 | 18.5 | 20.7 | 29.0 | 27.7 | 35.3 | 21.8 | 22.8 | 17.5 | 18.6 | 0.0 |
| Treynor Ratio | NA | 0.02 | 0.12 | 0.12 | 0.06 | 0.07 | NA | NA | 0.11 | 0.11 | 0.15 | -0.3 | -0.06 | 0.34 | 0.27 | -0.06 | 0.14 | 0.11 | -0.03 | 0.06 | 0.41 | 0.11 | -0.05 | 0.33 | 0.51 | -0.43 | 0.01 | 0.02 | 0.08 | 0.0 | 0.6 | -0.25 | 0.03 | 0.08 | 1.48 | -0.07 | 0.0 | 0.0 | 0.01 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | -0.03 | -0.01 | 0.01 | 0.03 | -0.01 | -0.02 | -0.02 | 0.0 | -0.05 | 0.04 | -0.04 | 0.03 | 0.06 | 0.28 | -0.01 | NA | NA | NA |
| Beta | NA | 0.95 | 0.99 | 0.96 | 0.98 | 1.01 | NA | NA | 0.98 | 1.02 | 0.96 | 0.97 | 0.99 | 0.98 | 1.07 | 1.1 | 1.16 | 1.12 | 1.08 | 1.1 | 1.01 | 1.07 | 1.01 | 0.95 | 0.97 | 0.95 | 0.96 | 0.93 | 0.93 | 0.94 | 0.99 | 1.07 | 0.98 | 0.85 | 0.91 | 0.82 | NA | NA | NA |
| RSquared | NA | 0.96 | 0.95 | 0.95 | 0.92 | 0.94 | NA | NA | 0.85 | 0.93 | 0.93 | 0.97 | 0.59 | 0.92 | 0.95 | 0.96 | 0.89 | 0.93 | 0.92 | 0.93 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.93 | 0.9 | 0.92 | 0.89 | 0.86 | 0.85 | 0.81 | 0.73 | 0.42 | 0.62 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 4.4 | 5.6 | 9.6 | 6.8 | N/A | 0.0 | 0.0 | 0.0 | 17.7 | 0.3 | 0.0 | 12.5 | 12.0 | 0.4 | 8.0 | 11.2 | 20.9 | 8.1 | 1.3 | 0.2 | 0.0 | 0.0 | 7.7 | 6.2 | 19.7 | 11.3 | 0.8 | 0.0 | 0.1 | 32.7 | 41.6 | 0.2 | 11.4 | 24.6 | 5.1 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -21.5 | -13.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 6967.4 | N/A | -100.0 | 9.2 | 3031.2 | -95.2 | -31.5 | -38.8 | 168.8 | 501.0 | 964.3 | N/A | N/A | -100.0 | 19.2 | -70.5 | 52.0 | 2102.2 | N/A | -100.0 | -99.7 | 46.8 | 16933.3 | -97.8 | -39.4 | 391.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1995
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