Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FISGX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS I) | 2.05% | 8.81% | 13.07% | 6.09% | 7.95% | 11.71% | 8.75% | 10.01% |
Data as of 07/03/2025, AR inception is 03/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISGX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS I) | 03/28/1990 | 07/03/2025 |
| 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 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 8.81 | 13.07 | 6.09 | 7.95 | 11.71 | 8.75 | 10.01 | 2.05 | 13.65 | 20.26 | -30.11 | -15.94 | 32.80 | 33.91 | -9.33 | 24.98 | 1.45 | -0.65 | 8.50 | 36.95 | 15.11 | -2.72 | 28.12 | 45.80 | -45.66 | 17.22 | 9.63 | 12.51 | 21.79 | 33.44 | -15.21 | -3.41 | 25.49 | 2.55 | 4.92 | 17.30 | 18.87 | 15.72 | -2.65 | 8.02 | 5.02 | 48.38 | 6.01 |
| Sharpe Ratio | NA | 0.22 | 0.47 | 0.18 | 0.29 | NA | NA | 0.38 | 0.04 | 0.41 | 0.94 | -0.92 | -0.56 | 0.90 | 2.01 | -0.52 | 2.42 | 0.08 | -0.04 | 0.50 | 2.68 | 0.93 | -0.09 | 1.20 | 1.64 | -1.08 | 0.83 | 0.42 | 0.79 | 1.37 | 1.94 | -0.64 | -0.25 | 0.72 | -0.04 | 0.06 | 0.75 | 1.01 | 0.72 | -0.49 | 0.61 | 0.23 | 2.97 | 0.17 |
| Standard Deviation(%) | NA | 25.09 | 21.76 | 23.93 | 22.59 | NA | NA | 21.25 | 29.57 | 17.41 | 17.13 | 34.28 | 28.74 | 36.08 | 16.21 | 20.57 | 10.12 | 16.20 | 16.46 | 17.01 | 13.78 | 16.25 | 29.35 | 23.39 | 27.94 | 43.02 | 17.26 | 15.09 | 13.08 | 15.23 | 16.89 | 25.46 | 23.05 | 29.69 | 18.17 | 27.11 | 18.28 | 15.09 | 16.52 | 11.53 | 9.74 | 11.32 | 14.95 | 15.86 |
| Draw Down(%) | NA | 28.16 | 28.16 | 43.30 | 43.30 | NA | NA | 57.51 | 26.80 | 11.71 | 15.78 | 37.28 | 31.05 | 33.91 | 9.29 | 25.60 | 4.34 | 17.99 | 13.30 | 11.75 | 6.58 | 10.82 | 24.52 | 18.36 | 18.07 | 55.50 | 10.71 | 16.53 | 8.19 | 14.09 | 11.66 | 31.13 | 27.90 | 16.45 | 20.39 | 36.70 | 13.78 | 17.32 | 16.97 | 14.70 | 9.45 | 13.93 | 8.37 | 19.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.16 | 8.40 | 13.37 | 9.14 | 16.73 | 0.00 | 0.00 | 0.00 | 0.00 | 20.44 | 13.11 | 21.69 | 14.51 | 18.09 | 4.00 | 7.22 | 16.33 | 20.33 | 7.61 | 3.57 | 0.18 | 0.00 | 0.00 | 11.43 | 9.20 | 10.87 | 15.98 | 3.57 | 0.00 | 0.00 | 41.44 | 1.85 | 0.75 | 11.55 | 13.99 | 0.01 | 0.08 | 0.23 | 0.61 | 1.06 | 1.53 |
Data as of 07/03/2025, AR inception is 03/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISGX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS I) |
-15.29%
Feb 2006 - Feb 2009 |
-3.48%
Feb 2004 - Feb 2009 |
3.01%
Dec 1998 - Dec 2008 |
4.92%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISGX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS I) |
30.31%
Feb 2009 - Feb 2012 |
26.74%
Feb 2009 - Feb 2014 |
16.40%
Feb 2009 - Feb 2019 |
14.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart