Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSCAX (NUVEEN SMALL CAP VALUE FUND CLASS A) | 12.14% | 22.25% | 14.93% | 6.22% | 7.16% | 8.79% | 7.18% | … | … |
Data as of 06/03/2026, Common starting date is 11/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSCAX (NUVEEN SMALL CAP VALUE FUND CLASS A) | 11/15/1994 | 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 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | 22.25 | 14.93 | 6.22 | 7.16 | 8.79 | 7.18 | … | … | 12.14 | 2.95 | 14.53 | 11.61 | -12.64 | 35.00 | -4.44 | 16.98 | -20.85 | 6.09 | 30.86 | 2.75 | 4.86 | 38.67 | 14.15 | -0.09 | 28.22 | 18.27 | -29.91 | -5.88 | 17.84 | 6.63 | 19.47 | 42.94 | -14.24 | 4.86 | 20.54 | 5.93 | -8.01 | 11.32 | 8.58 | 35.39 | 0.43 |
| Sharpe Ratio | NA | 1.29 | 0.65 | 0.19 | 0.24 | NA | NA | … | … | 2.03 | 0.00 | 0.55 | 0.42 | -0.58 | 1.58 | -0.10 | 0.99 | -1.30 | 0.43 | 1.74 | 0.17 | 0.33 | 2.75 | 0.83 | 0.00 | 1.09 | 0.50 | -0.69 | -0.45 | 0.93 | 0.30 | 1.34 | 2.69 | -0.77 | 0.15 | 0.91 | 0.23 | -0.31 | 0.47 | 0.33 | 2.49 | -0.05 |
| Standard Deviation(%) | NA | 16.83 | 19.66 | 20.81 | 23.61 | NA | NA | … | … | 16.45 | 21.46 | 19.82 | 19.04 | 24.32 | 22.17 | 48.00 | 15.63 | 17.17 | 12.82 | 17.56 | 15.93 | 14.76 | 14.03 | 17.20 | 33.25 | 25.84 | 36.00 | 44.63 | 20.25 | 15.55 | 14.59 | 13.85 | 15.70 | 20.11 | 16.35 | 18.01 | 11.27 | 36.61 | 16.17 | 14.72 | 12.62 | 12.70 |
| Draw Down(%) | NA | 10.35 | 24.89 | 24.89 | 54.04 | NA | NA | … | … | 10.35 | 21.59 | 9.28 | 15.66 | 21.97 | 10.90 | 48.36 | 12.89 | 28.76 | 8.82 | 14.47 | 12.52 | 13.30 | 6.06 | 13.13 | 28.59 | 21.20 | 32.86 | 46.59 | 15.22 | 11.37 | 10.21 | 10.42 | 12.68 | 33.40 | 22.48 | 10.51 | 14.75 | 37.82 | 19.45 | 14.71 | 12.85 | 5.24 |
| Yield(%) | 0.00 | 0.92 | 1.23 | 0.93 | 1.55 | 2.05 | 2.69 | … | … | 0.00 | 0.88 | 1.46 | 0.88 | 0.83 | 0.71 | 0.31 | 1.05 | 3.02 | 0.84 | 3.25 | 1.62 | 0.40 | 0.45 | 0.44 | 0.00 | 0.00 | 0.31 | 0.76 | 11.28 | 18.08 | 24.33 | 17.24 | 5.07 | 0.14 | 13.71 | 19.03 | 0.48 | 6.72 | 0.05 | 0.15 | 0.66 | 0.62 |
Data as of 06/03/2026, Common starting date is 11/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCAX (NUVEEN SMALL CAP VALUE FUND CLASS A) |
-17.95%
Feb 2006 – Feb 2009 |
-6.36%
Feb 2004 – Feb 2009 |
3.32%
Feb 1999 – Feb 2009 |
3.61%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCAX (NUVEEN SMALL CAP VALUE FUND CLASS A) |
29.66%
Feb 2009 – Feb 2012 |
25.82%
Feb 2009 – Feb 2014 |
15.78%
Feb 2009 – Feb 2019 |
12.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart