Find A Portfolio/Ticker
Comparison Box
FMECX: NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/04/2001 |
| Last Dividend Date: | 12/15/2021 |
| 12-Mo. Yield | 48.76% |
| Expenses | 0.92% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/11/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/04/2001 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -31.5 | 5.3 | 6.6 | 9.5 | 6.7 | 9.3 | 8.4 | -25.3 | 3.5 | 44.9 | 32.4 | -9.8 | 23.5 | 0.4 | -1.7 | 7.5 | 35.5 | 14.0 | -3.7 | 26.6 | 44.4 | -46.2 | 15.9 | 8.6 | 11.4 | 20.4 | 32.1 | -15.9 | 13.0 |
| Sharpe Ratio | NA | -1.05 | 0.17 | 0.23 | 0.43 | NA | NA | 0.34 | -0.94 | 0.17 | 1.26 | 1.92 | -0.54 | 2.28 | 0.01 | -0.11 | 0.44 | 2.58 | 0.86 | -0.13 | 1.13 | 1.58 | -1.09 | 0.75 | 0.35 | 0.71 | 1.28 | 1.86 | -0.67 | 3.47 |
| Draw Down(%) | NA | 43.5 | 43.9 | 43.9 | 43.9 | NA | NA | 58.1 | 37.5 | 14.4 | 34.0 | 9.4 | 25.5 | 4.4 | 18.1 | 13.5 | 12.3 | 6.6 | 10.9 | 24.7 | 18.7 | 18.2 | 55.9 | 10.8 | 16.8 | 8.3 | 14.4 | 11.8 | 31.4 | 3.8 |
| Standard Deviation(%) | NA | 31.1 | 29.3 | 25.5 | 20.9 | NA | NA | 22.4 | 31.9 | 20.7 | 35.3 | 16.2 | 20.5 | 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 | 25.5 | 18.9 |
| Treynor Ratio | NA | -0.39 | 0.05 | 0.06 | 0.09 | NA | NA | 0.08 | -0.37 | 0.03 | 0.45 | 0.28 | -0.1 | 0.2 | 0.0 | -0.02 | 0.06 | 0.35 | 0.14 | -0.04 | 0.25 | 0.48 | -0.52 | 0.13 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.03 | -0.07 | 0.03 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | NA |
| Beta | NA | 0.83 | 0.93 | 0.96 | 0.98 | NA | NA | 0.97 | 0.81 | 1.1 | 0.98 | 1.13 | 1.11 | 1.15 | 0.99 | 1.01 | 1.2 | 1.01 | 0.97 | 1.02 | 1.05 | 0.93 | 0.91 | 0.98 | 0.99 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.74 | 0.87 | 0.88 | 0.89 | NA | NA | 0.79 | 0.72 | 0.94 | 0.97 | 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 |
| Yield(%) | N/A | 48.8 | 33.1 | 21.7 | 16.6 | 11.2 | 15.3 | N/A | 0.0 | 55.9 | 30.6 | 41.2 | 23.8 | 26.9 | 5.8 | 10.0 | 21.1 | 24.9 | 9.1 | 4.2 | 0.0 | 0.0 | 0.0 | 12.7 | 10.0 | 11.6 | 16.8 | 3.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 101.9 | 42.7 | 43.8 | 189.5 | 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 | -29.3 | 465.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth ETF) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to FMECX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
