Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FREAX (NUVEEN REAL ESTATE SECURITIES FUND CLASS A) | 11.43% | 13.96% | 9.86% | 3.55% | 5.33% | 6.98% | 6.46% | … | … |
Data as of 06/03/2026, Common starting date is 12/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FREAX (NUVEEN REAL ESTATE SECURITIES FUND CLASS A) | 12/21/1995 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.92 | 13.96 | 9.86 | 3.55 | 5.33 | 6.98 | 6.46 | … | … | 11.43 | 2.36 | 5.77 | 11.25 | -24.75 | 41.24 | -6.40 | 25.31 | -5.83 | 5.40 | 6.56 | 2.12 | 30.87 | 1.04 | 18.07 | 7.62 | 30.45 | 30.10 | -34.99 | -15.45 | 39.26 | 14.95 | 32.10 | 37.24 | 6.06 | 9.63 | 31.97 | -3.91 | -16.20 | 19.07 | 30.28 | 3.19 |
| Sharpe Ratio | NA | 1.01 | 0.50 | 0.10 | 0.19 | NA | NA | … | … | 2.40 | -0.03 | 0.14 | 0.39 | -1.08 | 2.72 | -0.16 | 1.92 | -0.45 | 0.49 | 0.38 | 0.12 | 2.86 | 0.07 | 1.36 | 0.26 | 1.13 | 0.48 | -0.52 | -0.75 | 2.49 | 0.87 | 1.83 | 3.07 | 0.36 | 0.49 | 2.67 | -0.75 | -1.38 | 1.73 | 4.78 | NA |
| Standard Deviation(%) | NA | 12.81 | 16.20 | 18.40 | 20.36 | NA | NA | … | … | 13.73 | 16.71 | 15.18 | 19.45 | 24.41 | 15.13 | 41.30 | 12.45 | 16.09 | 9.72 | 16.53 | 16.92 | 10.79 | 15.09 | 13.32 | 29.38 | 26.88 | 63.05 | 69.56 | 25.00 | 14.47 | 14.59 | 16.96 | 11.88 | 13.74 | 14.75 | 10.41 | 9.64 | 14.26 | 8.88 | 5.52 | NA |
| Draw Down(%) | NA | 7.79 | 17.70 | 32.11 | 41.07 | NA | NA | … | … | 7.79 | 14.73 | 10.77 | 19.99 | 31.59 | 7.34 | 41.07 | 6.34 | 12.81 | 5.91 | 14.69 | 16.83 | 7.14 | 17.55 | 8.53 | 22.86 | 16.47 | 39.73 | 60.53 | 27.45 | 8.77 | 9.36 | 18.69 | 6.51 | 16.24 | 11.14 | 6.11 | 19.42 | 23.29 | 7.11 | 3.61 | NA |
| Yield(%) | 0.00 | 5.45 | 6.17 | 8.05 | 7.46 | 8.23 | 7.05 | … | … | 0.67 | 5.46 | 8.86 | 3.31 | 12.78 | 19.10 | 2.46 | 13.07 | 5.35 | 12.35 | 10.56 | 6.53 | 8.30 | 8.33 | 5.79 | 3.21 | 3.00 | 4.18 | 2.13 | 12.93 | 13.74 | 15.92 | 11.97 | 8.90 | 6.98 | 5.94 | 7.48 | 6.13 | 4.97 | 7.44 | 6.27 | 1.64 |
Data as of 06/03/2026, Common starting date is 12/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREAX (NUVEEN REAL ESTATE SECURITIES FUND CLASS A) |
-22.30%
Mar 2006 – Mar 2009 |
-6.01%
Mar 2004 – Mar 2009 |
4.17%
Jan 2015 – Jan 2025 |
5.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREAX (NUVEEN REAL ESTATE SECURITIES FUND CLASS A) |
41.98%
Mar 2009 – Mar 2012 |
28.64%
Feb 2009 – Feb 2014 |
17.75%
Feb 2009 – Feb 2019 |
14.23%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart