Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EMGRX (NUVEEN SMALL CAP SELECT FUND CLASS A) | -7.60% | 0.43% | 9.33% | 6.49% | 5.01% | 8.15% | 6.78% | 8.14% |
Data as of 06/20/2025, AR inception is 09/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMGRX (NUVEEN SMALL CAP SELECT FUND CLASS A) | 09/29/1992 | 06/20/2025 |
| 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 (%) | 0.10 | 0.43 | 9.33 | 6.49 | 5.01 | 8.15 | 6.78 | 8.14 | -7.60 | 13.26 | 17.30 | -19.97 | 3.99 | 16.66 | 28.65 | -11.76 | 9.95 | 21.44 | -1.78 | 5.08 | 31.96 | 12.04 | -2.00 | 23.16 | 37.52 | -34.31 | -5.37 | 19.14 | 8.26 | 15.57 | 44.22 | -17.26 | 12.04 | 19.48 | 16.70 | -8.09 | 20.52 | 11.09 | 7.83 | -5.63 | 5.03 | 17.61 |
| Sharpe Ratio | NA | -0.12 | 0.31 | 0.19 | 0.16 | NA | NA | 0.28 | -0.65 | 0.34 | 0.70 | -0.75 | 0.15 | 0.39 | 1.74 | -0.70 | 0.76 | 1.14 | -0.11 | 0.31 | 2.23 | 0.68 | -0.06 | 0.94 | 1.13 | -0.83 | -0.44 | 0.99 | 0.41 | 0.96 | 2.50 | -0.69 | 0.41 | 0.66 | 0.88 | -0.51 | 1.31 | 0.55 | 0.32 | -0.63 | 0.15 | 7.29 |
| Standard Deviation(%) | NA | 24.66 | 22.15 | 24.10 | 23.82 | NA | NA | 22.29 | 28.28 | 19.35 | 18.80 | 28.53 | 27.31 | 41.64 | 15.67 | 18.88 | 12.30 | 18.67 | 16.93 | 16.13 | 14.32 | 17.79 | 34.29 | 24.60 | 32.97 | 42.23 | 18.88 | 16.15 | 14.92 | 15.22 | 17.41 | 26.44 | 24.37 | 23.35 | 15.33 | 22.15 | 12.91 | 13.80 | 12.37 | 13.70 | 19.72 | 11.72 |
| Draw Down(%) | NA | 30.08 | 30.08 | 42.00 | 43.10 | NA | NA | 56.75 | 25.66 | 10.91 | 13.95 | 27.03 | 25.78 | 43.10 | 9.72 | 28.51 | 6.29 | 17.67 | 15.43 | 12.63 | 7.20 | 14.18 | 30.96 | 19.55 | 27.17 | 49.96 | 14.78 | 14.43 | 10.97 | 13.44 | 13.70 | 36.29 | 26.45 | 18.80 | 16.95 | 42.75 | 11.48 | 15.72 | 17.37 | 15.26 | 16.78 | 3.53 |
| Yield(%) | 0.00 | 0.02 | 0.06 | 0.04 | 5.19 | 8.38 | 6.78 | 10.09 | 0.00 | 0.02 | 0.00 | 0.11 | 0.00 | 0.01 | 0.19 | 19.75 | 12.71 | 12.09 | 19.34 | 27.09 | 11.13 | 16.85 | 2.25 | 0.23 | 0.00 | 0.00 | 6.32 | 15.73 | 21.80 | 20.01 | 8.73 | 0.71 | 6.84 | 25.81 | 2.10 | 0.37 | 9.77 | 6.78 | 0.00 | 0.00 | 0.27 | 0.47 |
Data as of 06/20/2025, AR inception is 09/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMGRX (NUVEEN SMALL CAP SELECT FUND CLASS A) |
-17.51%
Feb 2006 - Feb 2009 |
-6.17%
Feb 2004 - Feb 2009 |
3.70%
Aug 2000 - Aug 2010 |
3.90%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMGRX (NUVEEN SMALL CAP SELECT FUND CLASS A) |
29.81%
Feb 2009 - Feb 2012 |
24.20%
Feb 2009 - Feb 2014 |
15.59%
Feb 2009 - Feb 2019 |
12.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart