Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS A) | 8.76% | 25.37% | 17.42% | 5.19% | 10.98% | 9.98% | 8.85% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS A) | 12/27/1995 | 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 (%) | -0.03 | 25.37 | 17.42 | 5.19 | 10.98 | 9.98 | 8.85 | … | … | 8.76 | 11.75 | 17.26 | 18.60 | -27.63 | 11.72 | 30.59 | 29.60 | -5.96 | 16.75 | 11.67 | -3.89 | 6.55 | 40.74 | 10.99 | -5.16 | 31.05 | 49.37 | -40.35 | 3.31 | 4.83 | 9.24 | 0.79 | 59.14 | -25.60 | 5.15 | 10.87 | 136.83 | -2.72 | 13.63 | 30.61 | -1.13 |
| Sharpe Ratio | NA | 1.32 | 0.70 | 0.10 | 0.40 | NA | NA | … | … | 0.87 | 0.37 | 0.68 | 0.78 | -0.90 | 0.52 | 0.76 | 1.63 | -0.34 | 1.28 | 0.57 | -0.22 | 0.37 | 2.73 | 0.59 | -0.16 | 1.34 | 1.52 | -0.99 | 0.01 | 0.09 | 0.48 | -0.01 | 2.82 | -0.92 | 0.10 | 0.19 | 6.13 | -0.27 | 0.57 | 1.04 | -1.35 |
| Standard Deviation(%) | NA | 19.73 | 21.45 | 23.77 | 24.06 | NA | NA | … | … | 22.42 | 23.81 | 20.18 | 19.28 | 32.30 | 22.66 | 39.60 | 17.31 | 21.66 | 12.61 | 20.19 | 17.93 | 17.83 | 14.92 | 18.77 | 32.94 | 23.10 | 32.40 | 41.70 | 18.16 | 16.58 | 14.45 | 18.51 | 20.72 | 28.99 | 27.78 | 35.26 | 21.78 | 22.84 | 17.50 | 25.68 | 59.07 |
| Draw Down(%) | NA | 16.77 | 28.06 | 40.04 | 40.04 | NA | NA | … | … | 16.77 | 27.23 | 10.46 | 16.48 | 34.41 | 13.65 | 36.82 | 10.58 | 29.74 | 5.62 | 20.24 | 17.85 | 14.29 | 7.61 | 15.40 | 29.19 | 18.47 | 26.72 | 53.18 | 12.02 | 21.34 | 9.99 | 26.80 | 16.74 | 44.52 | 32.84 | 36.72 | 16.14 | 49.53 | 24.31 | 19.56 | 3.15 |
| Yield(%) | 0.00 | 7.97 | 3.43 | 5.41 | 7.71 | 8.00 | 7.50 | … | … | 0.00 | 7.71 | 0.00 | 0.00 | 0.00 | 22.09 | 0.06 | 0.00 | 14.67 | 13.87 | 0.51 | 9.10 | 12.52 | 22.79 | 8.76 | 1.36 | 0.00 | 0.00 | 0.00 | 8.14 | 6.56 | 20.54 | 11.79 | 0.83 | 0.19 | 0.13 | 33.28 | 42.03 | 0.24 | 11.39 | 0.00 | 4.62 |
Data as of 06/03/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS A) |
-20.50%
Feb 2006 – Feb 2009 |
-10.88%
Feb 2004 – Feb 2009 |
0.58%
Aug 2000 – Aug 2010 |
4.88%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMPX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS A) |
59.03%
Mar 1997 – Mar 2000 |
34.17%
Jan 1996 – Jan 2001 |
19.02%
Jan 1996 – Jan 2006 |
14.57%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart