Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARSTX (NUVEEN SMALL CAP SELECT FUND CLASS I) | -0.98% | 2.35% | 12.18% | 9.24% | 6.96% | 9.96% | 7.57% | 8.22% |
Data as of 07/18/2025, AR inception is 09/18/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSTX (NUVEEN SMALL CAP SELECT FUND CLASS I) | 09/18/1992 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.67 | 2.35 | 12.18 | 9.24 | 6.96 | 9.96 | 7.57 | 8.22 | -0.98 | 14.58 | 17.69 | -19.84 | 9.71 | 17.41 | 29.05 | -11.48 | 10.13 | 21.81 | -1.51 | 5.33 | 32.27 | 12.37 | -1.87 | 23.28 | 37.82 | -34.14 | -5.14 | 19.44 | 8.49 | 15.95 | 44.60 | -17.76 | 12.36 | 19.81 | 17.09 | -7.79 | 11.17 | 4.28 | 8.19 | -5.63 | 5.03 | 14.31 |
| Sharpe Ratio | NA | 0.04 | 0.39 | 0.33 | 0.24 | NA | NA | 0.28 | -0.23 | 0.41 | 0.72 | -0.75 | 0.39 | 0.41 | 1.77 | -0.68 | 0.78 | 1.16 | -0.09 | 0.33 | 2.26 | 0.70 | -0.06 | 0.94 | 1.15 | -0.83 | -0.43 | 1.01 | 0.42 | 0.99 | 2.53 | -0.71 | 0.42 | 0.67 | 0.90 | -0.50 | 0.50 | 0.06 | 0.35 | -0.63 | 0.15 | 5.16 |
| Standard Deviation(%) | NA | 24.72 | 22.00 | 23.36 | 23.55 | NA | NA | 22.20 | 27.25 | 19.25 | 18.79 | 28.56 | 24.66 | 41.78 | 15.66 | 18.81 | 12.27 | 18.60 | 16.98 | 16.23 | 14.28 | 17.70 | 34.25 | 24.57 | 32.92 | 42.15 | 18.88 | 16.09 | 14.95 | 15.22 | 17.35 | 26.55 | 24.51 | 23.53 | 15.33 | 22.16 | 15.25 | 12.47 | 12.42 | 13.65 | 19.68 | 11.18 |
| Draw Down(%) | NA | 29.43 | 29.43 | 38.95 | 43.11 | NA | NA | 56.50 | 25.70 | 10.11 | 13.82 | 26.99 | 21.92 | 43.11 | 9.62 | 28.23 | 6.27 | 17.69 | 15.35 | 12.55 | 7.22 | 14.19 | 30.86 | 19.62 | 27.06 | 49.81 | 14.67 | 14.45 | 10.93 | 13.32 | 13.63 | 36.62 | 26.47 | 18.78 | 16.88 | 42.65 | 18.50 | 15.63 | 17.31 | 15.26 | 16.78 | 4.39 |
| Yield(%) | 0.00 | 0.26 | 0.26 | 0.23 | 4.67 | 8.49 | 6.32 | 9.22 | 0.00 | 0.29 | 0.00 | 0.32 | 0.00 | 0.24 | 0.48 | 15.72 | 10.24 | 10.21 | 16.49 | 24.11 | 10.30 | 15.43 | 2.07 | 0.00 | 0.07 | 0.00 | 5.95 | 14.84 | 20.85 | 19.32 | 8.48 | 0.00 | 6.69 | 25.63 | 2.07 | 0.36 | 0.03 | 0.17 | 0.00 | 0.00 | 0.27 | 0.46 |
Data as of 07/18/2025, AR inception is 09/18/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSTX (NUVEEN SMALL CAP SELECT FUND CLASS I) |
-17.30%
Feb 2006 - Feb 2009 |
-5.91%
Feb 2004 - Feb 2009 |
3.35%
Jan 1993 - Jan 2003 |
3.09%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSTX (NUVEEN SMALL CAP SELECT FUND CLASS I) |
29.99%
Feb 2009 - Feb 2012 |
24.43%
Feb 2009 - Feb 2014 |
15.84%
Feb 2009 - Feb 2019 |
12.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart