Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMVQX (NUVEEN MID CAP VALUE FUND CLASS R6) | 16.62% | 30.64% | 16.95% | 9.73% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMVQX (NUVEEN MID CAP VALUE FUND CLASS R6) | 06/21/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 30.64 | 16.95 | 9.73 | NA | NA | NA | … | … | 16.62 | -1.02 | 10.82 | 14.65 | -10.30 | 37.13 | 1.56 | 27.19 | -15.84 |
| Sharpe Ratio | NA | 2.02 | 0.88 | 0.40 | NA | NA | NA | … | … | 2.79 | -0.17 | 0.51 | 0.70 | -0.49 | 2.13 | 0.03 | 2.06 | -1.78 |
| Standard Deviation(%) | NA | 13.66 | 15.99 | 18.07 | NA | NA | NA | … | … | 15.05 | 22.62 | 14.12 | 15.84 | 23.97 | 17.43 | 41.93 | 12.51 | 16.64 |
| Draw Down(%) | NA | 7.34 | 22.15 | 22.15 | NA | NA | NA | … | … | 7.34 | 20.16 | 9.08 | 11.86 | 18.90 | 7.73 | 44.53 | 6.59 | 23.62 |
| Yield(%) | 0.00 | 14.60 | 8.88 | 6.95 | 5.09 | 3.39 | 2.54 | … | … | 0.00 | 14.39 | 5.94 | 3.89 | 5.64 | 6.88 | 1.38 | 1.52 | 3.84 |
Data as of 06/05/2026, Common starting date is 06/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVQX (NUVEEN MID CAP VALUE FUND CLASS R6) |
3.35%
Mar 2022 – Mar 2025 |
6.39%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVQX (NUVEEN MID CAP VALUE FUND CLASS R6) |
23.48%
Mar 2020 – Mar 2023 |
17.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart