Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMPFX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R6) | 8.92% | 25.89% | 17.89% | 5.60% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMPFX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R6) | 07/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 25.89 | 17.89 | 5.60 | NA | NA | NA | … | … | 8.92 | 9.04 | 17.69 | 19.08 | -27.34 | 12.04 | 48.33 | 30.39 | -5.52 | 17.15 | 15.43 |
| Sharpe Ratio | NA | 1.35 | 0.73 | 0.12 | NA | NA | NA | … | … | 0.89 | 0.26 | 0.71 | 0.81 | -0.89 | 0.53 | 1.25 | 1.67 | -0.32 | 1.31 | 2.13 |
| Standard Deviation(%) | NA | 19.69 | 21.29 | 23.68 | NA | NA | NA | … | … | 22.40 | 24.59 | 19.70 | 19.31 | 32.29 | 22.67 | 38.27 | 17.27 | 21.59 | 12.61 | 15.80 |
| Draw Down(%) | NA | 16.70 | 27.96 | 39.96 | NA | NA | NA | … | … | 16.70 | 27.15 | 10.45 | 16.37 | 34.31 | 13.66 | 36.79 | 10.57 | 29.59 | 5.58 | 9.70 |
| Yield(%) | 0.00 | 5.92 | 2.57 | 4.29 | 8.71 | 5.81 | 4.35 | … | … | 0.00 | 5.74 | 0.00 | 0.00 | 0.00 | 17.56 | 13.89 | 0.00 | 12.42 | 12.00 | 0.51 |
Data as of 06/03/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMPFX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R6) |
-3.80%
Apr 2021 – Apr 2024 |
1.89%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMPFX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R6) |
29.40%
Dec 2018 – Dec 2021 |
22.18%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
