Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMPCX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS C) | NA | -28.37% | 9.93% | 9.21% | 11.37% | 8.18% | 9.63% | … | … |
Data as of 11/11/2022, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMPCX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES 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 | -28.37 | 9.93 | 9.21 | 11.37 | 8.18 | 9.63 | … | … | -22.20 | -22.32 | 46.25 | 28.57 | -6.09 | 15.66 | 10.83 | -4.78 | 5.89 | 39.58 | 10.20 | -5.89 | 30.39 | 48.25 | -40.78 | 2.39 | 3.98 | 8.60 | -0.13 | 57.90 | -26.34 | 21.68 |
| Sharpe Ratio | NA | -1.03 | 0.32 | 0.32 | 0.49 | NA | NA | … | … | -0.92 | -0.55 | 1.20 | 1.57 | -0.34 | 1.20 | 0.52 | -0.27 | 0.33 | 2.64 | 0.54 | -0.18 | 1.31 | 1.49 | -1.00 | -0.04 | 0.04 | 0.45 | -0.06 | 2.76 | -0.94 | 6.68 |
| Standard Deviation(%) | NA | 28.43 | 30.02 | 26.37 | 22.18 | NA | NA | … | … | 28.64 | 40.46 | 38.30 | 17.29 | 21.59 | 12.63 | 20.20 | 17.99 | 17.86 | 14.96 | 18.79 | 32.96 | 23.07 | 32.35 | 41.67 | 18.10 | 16.61 | 14.44 | 18.49 | 20.73 | 29.03 | 18.97 |
| Draw Down(%) | NA | 39.77 | 40.58 | 40.58 | 40.58 | NA | NA | … | … | 34.65 | 39.53 | 36.88 | 10.74 | 29.54 | 5.66 | 20.28 | 18.02 | 14.66 | 7.73 | 15.54 | 29.32 | 18.50 | 26.85 | 53.46 | 12.24 | 21.46 | 10.08 | 27.04 | 16.82 | 44.95 | 3.53 |
| Yield(%) | 0.00 | 26.95 | 22.08 | 16.90 | 14.97 | 10.62 | 13.18 | … | … | 0.00 | 32.82 | 22.85 | 0.00 | 19.06 | 17.27 | 0.63 | 10.91 | 14.54 | 25.54 | 9.65 | 1.48 | 0.24 | 0.00 | 0.00 | 8.58 | 6.84 | 21.09 | 11.90 | 0.83 | 0.00 | 0.14 |
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 |
|---|---|---|---|---|
| FMPCX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS C) |
-21.15%
Feb 2006 – Feb 2009 |
-11.58%
Feb 2004 – Feb 2009 |
3.58%
Feb 2006 – Feb 2016 |
5.78%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMPCX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS C) |
34.71%
Feb 2009 – Feb 2012 |
28.33%
Feb 2009 – Feb 2014 |
16.95%
Feb 2009 – Feb 2019 |
11.23%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart