Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS I) | 10.18% | 27.23% | 18.20% | 5.56% | 11.53% | 10.62% | 9.32% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS I) | 12/28/1995 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 27.23 | 18.20 | 5.56 | 11.53 | 10.62 | 9.32 | … | … | 10.18 | 8.74 | 17.53 | 18.92 | -27.45 | -6.15 | 33.93 | 29.90 | -5.61 | 17.00 | 11.98 | -3.71 | 6.86 | 41.06 | 11.26 | -4.91 | 31.54 | 49.75 | -40.19 | 3.58 | 5.10 | 9.41 | 0.99 | 59.46 | -25.59 | 5.39 | 11.20 | 137.52 | -2.44 | 13.92 | 57.44 | 7.54 |
| Sharpe Ratio | NA | 1.34 | 0.72 | 0.11 | 0.42 | NA | NA | … | … | 0.88 | 0.24 | 0.56 | 0.77 | -0.90 | -0.22 | 0.86 | 1.65 | -0.32 | 1.30 | 0.58 | -0.21 | 0.38 | 2.75 | 0.60 | -0.15 | 1.36 | 1.53 | -0.98 | 0.03 | 0.11 | 0.50 | 0.00 | 2.84 | -0.92 | 0.11 | 0.20 | 6.15 | -0.25 | 0.59 | 2.88 | NA |
| Standard Deviation(%) | NA | 19.69 | 21.27 | 23.67 | 23.93 | NA | NA | … | … | 22.41 | 24.59 | 19.67 | 19.31 | 32.31 | 27.51 | 39.07 | 17.31 | 21.61 | 12.62 | 20.20 | 17.95 | 17.85 | 14.93 | 18.78 | 32.92 | 23.09 | 32.36 | 41.71 | 18.15 | 16.65 | 14.51 | 18.49 | 20.69 | 29.01 | 27.74 | 35.28 | 21.84 | 22.82 | 17.53 | 18.57 | 0.00 |
| Draw Down(%) | NA | 16.72 | 27.99 | 40.03 | 40.03 | NA | NA | … | … | 16.72 | 27.19 | 10.42 | 16.41 | 34.37 | 27.60 | 36.77 | 10.54 | 29.64 | 5.59 | 20.19 | 17.78 | 14.16 | 7.60 | 15.37 | 29.16 | 18.29 | 26.63 | 53.10 | 11.94 | 21.28 | 10.00 | 26.72 | 16.74 | 44.56 | 32.69 | 36.60 | 16.88 | 49.48 | 24.28 | 19.52 | 0.00 |
| Yield(%) | 0.00 | 6.03 | 2.61 | 4.31 | 6.66 | 7.56 | 7.13 | … | … | 0.00 | 5.83 | 0.00 | 0.00 | 0.00 | 17.72 | 0.33 | 0.00 | 12.45 | 12.02 | 0.44 | 8.03 | 11.23 | 20.87 | 8.10 | 1.26 | 0.15 | 0.00 | 0.00 | 7.66 | 6.21 | 19.68 | 11.32 | 0.80 | 0.00 | 0.13 | 32.75 | 41.63 | 0.24 | 11.36 | 24.62 | 5.07 |
Data as of 06/04/2026, Common starting date is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS I) |
-20.31%
Feb 2006 – Feb 2009 |
-10.68%
Feb 2004 – Feb 2009 |
0.80%
Aug 2000 – Aug 2010 |
5.13%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS I) |
59.44%
Mar 1997 – Mar 2000 |
39.57%
Jan 1996 – Jan 2001 |
21.50%
Jan 1996 – Jan 2006 |
15.12%
Jan 1996 – Jan 2011 |
Annualized Rolling Returns Comparison Chart