Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMGRX (NUVEEN SMALL CAP SELECT FUND CLASS A) | 9.88% | 27.06% | 16.72% | 2.30% | 8.56% | 8.57% | 7.31% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMGRX (NUVEEN SMALL CAP SELECT FUND CLASS A) | 09/29/1992 | 06/03/2026 |
| 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 | 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 (%) | -0.66 | 27.06 | 16.72 | 2.30 | 8.56 | 8.57 | 7.31 | … | … | 9.88 | 7.50 | 16.67 | 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 | 1.54 | 0.70 | -0.01 | 0.30 | NA | NA | … | … | 1.25 | 0.20 | 0.66 | 0.73 | -0.75 | 0.15 | 0.39 | 1.73 | -0.70 | 0.76 | 1.14 | -0.11 | 0.31 | 2.23 | 0.68 | -0.06 | 0.94 | 1.13 | -0.83 | -0.45 | 0.98 | 0.40 | 0.96 | 2.50 | -0.70 | 0.40 | 0.65 | 0.87 | -0.52 | 1.30 | 0.53 | 0.31 | -0.63 | 0.14 | 7.28 |
| Standard Deviation(%) | NA | 17.36 | 20.35 | 23.30 | 23.70 | NA | NA | … | … | 18.71 | 22.85 | 19.76 | 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 | 10.42 | 27.98 | 42.00 | 43.10 | NA | NA | … | … | 10.42 | 25.66 | 9.34 | 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 | 3.95 | 2.98 | 1.28 | 5.31 | 7.09 | 6.16 | … | … | 0.00 | 3.68 | 3.61 | 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 06/03/2026, Common starting date 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