Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHMCX (NUVEEN SMALL CAP SELECT FUND CLASS C) | NA | -18.70% | 8.73% | 7.72% | 10.05% | 7.12% | 9.16% | … | … |
Data as of 11/11/2022, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHMCX (NUVEEN SMALL CAP SELECT FUND CLASS C) | 10/04/2001 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.70 | 8.73 | 7.72 | 10.05 | 7.12 | 9.16 | … | … | -14.55 | -14.76 | 17.49 | 27.59 | -11.89 | 8.99 | 20.34 | -2.74 | 4.64 | 31.04 | 11.22 | -2.83 | 22.00 | 36.39 | -34.78 | -6.12 | 18.21 | 7.60 | 14.51 | 43.19 | -18.55 | 21.78 |
| Sharpe Ratio | NA | -0.80 | 0.27 | 0.27 | 0.45 | NA | NA | … | … | -0.72 | -0.35 | 0.41 | 1.69 | -0.71 | 0.69 | 1.06 | -0.16 | 0.29 | 2.16 | 0.64 | -0.08 | 0.89 | 1.10 | -0.84 | -0.49 | 0.92 | 0.36 | 0.88 | 2.44 | -0.74 | 7.36 |
| Standard Deviation(%) | NA | 24.67 | 30.21 | 25.82 | 21.44 | NA | NA | … | … | 24.74 | 41.91 | 41.48 | 15.50 | 18.69 | 12.16 | 18.84 | 16.89 | 16.19 | 14.34 | 17.72 | 34.32 | 24.56 | 32.91 | 42.19 | 18.90 | 16.21 | 14.94 | 15.43 | 17.38 | 26.53 | 17.31 |
| Draw Down(%) | NA | 30.87 | 42.98 | 42.98 | 42.98 | NA | NA | … | … | 27.29 | 38.74 | 42.98 | 9.84 | 28.12 | 6.33 | 17.82 | 15.57 | 12.78 | 7.32 | 14.34 | 31.19 | 19.91 | 27.22 | 50.27 | 14.98 | 14.60 | 11.16 | 13.74 | 13.82 | 36.91 | 3.35 |
| Yield(%) | 0.00 | 28.63 | 15.74 | 14.62 | 13.17 | 9.17 | 11.64 | … | … | 0.00 | 37.73 | 3.03 | 0.00 | 30.24 | 18.24 | 16.46 | 24.47 | 31.76 | 12.57 | 18.76 | 2.48 | 0.00 | 0.00 | 0.00 | 6.72 | 16.47 | 22.46 | 20.33 | 8.80 | 0.00 | 7.12 |
Data as of 11/11/2022, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHMCX (NUVEEN SMALL CAP SELECT FUND CLASS C) |
-18.15%
Feb 2006 – Feb 2009 |
-6.86%
Feb 2004 – Feb 2009 |
3.56%
Feb 2006 – Feb 2016 |
4.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHMCX (NUVEEN SMALL CAP SELECT FUND CLASS C) |
28.68%
Feb 2009 – Feb 2012 |
23.17%
Feb 2009 – Feb 2014 |
14.73%
Feb 2009 – Feb 2019 |
10.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
