Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASEFX (NUVEEN SMALL CAP SELECT FUND CLASS R6) | 8.92% | 26.48% | 16.74% | 5.97% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASEFX (NUVEEN SMALL CAP SELECT FUND CLASS R6) | 03/01/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 26.48 | 16.74 | 5.97 | NA | NA | NA | … | … | 8.92 | 7.69 | 17.08 | 17.81 | -19.74 | 25.10 | 18.75 | 29.17 | -11.53 |
| Sharpe Ratio | NA | 1.36 | 0.67 | 0.17 | NA | NA | NA | … | … | 1.04 | 0.21 | 0.70 | 0.76 | -0.74 | 1.15 | 0.44 | 1.77 | -0.80 |
| Standard Deviation(%) | NA | 17.54 | 20.14 | 22.05 | NA | NA | NA | … | … | 18.74 | 23.15 | 19.22 | 18.79 | 28.57 | 21.76 | 41.76 | 15.61 | 18.90 |
| Draw Down(%) | NA | 10.35 | 27.91 | 30.47 | NA | NA | NA | … | … | 10.35 | 25.65 | 9.32 | 13.84 | 26.96 | 11.74 | 43.12 | 9.69 | 28.22 |
| Yield(%) | 0.00 | 3.01 | 2.35 | 3.49 | 4.13 | 2.75 | 2.06 | … | … | 0.00 | 2.80 | 2.92 | 0.00 | 0.42 | 14.75 | 1.56 | 0.66 | 15.85 |
Data as of 06/05/2026, Common starting date is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASEFX (NUVEEN SMALL CAP SELECT FUND CLASS R6) |
0.49%
Apr 2021 – Apr 2024 |
4.65%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASEFX (NUVEEN SMALL CAP SELECT FUND CLASS R6) |
24.26%
Dec 2018 – Dec 2021 |
16.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart