Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSCVX (NUVEEN SMALL CAP VALUE FUND CLASS C) | 13.12% | 23.45% | 14.51% | 5.61% | 6.36% | 8.18% | 6.47% | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSCVX (NUVEEN SMALL CAP VALUE FUND CLASS C) | 12/19/2000 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 23.45 | 14.51 | 5.61 | 6.36 | 8.18 | 6.47 | … | … | 13.12 | 4.50 | 13.06 | 10.74 | -13.30 | 33.97 | -5.11 | 16.12 | -21.48 | 5.29 | 29.92 | 1.95 | 4.05 | 37.66 | 13.34 | -0.78 | 27.75 | 17.60 | -30.55 | -6.54 | 17.07 | 5.84 | 18.56 | 41.82 | -14.84 | 4.03 | 7.10 |
| Sharpe Ratio | NA | 1.24 | 0.61 | 0.16 | 0.21 | NA | NA | … | … | 1.96 | 0.08 | 0.34 | 0.34 | -0.61 | 1.53 | -0.11 | 0.94 | -1.33 | 0.37 | 1.69 | 0.12 | 0.27 | 2.69 | 0.78 | -0.02 | 1.07 | 0.48 | -0.70 | -0.47 | 0.89 | 0.25 | 1.27 | 2.60 | -0.79 | 0.11 | 42.93 |
| Standard Deviation(%) | NA | 16.85 | 19.52 | 20.73 | 23.59 | NA | NA | … | … | 16.52 | 21.61 | 19.30 | 19.10 | 24.34 | 22.14 | 48.03 | 15.63 | 17.15 | 12.81 | 17.58 | 15.98 | 14.81 | 14.00 | 17.16 | 33.25 | 25.80 | 36.21 | 44.64 | 20.36 | 15.58 | 14.58 | 13.83 | 15.81 | 20.15 | 16.31 | 25.08 |
| Draw Down(%) | NA | 10.47 | 25.09 | 25.09 | 54.77 | NA | NA | … | … | 10.47 | 21.69 | 9.29 | 16.07 | 22.41 | 10.99 | 48.42 | 13.06 | 29.27 | 9.18 | 14.53 | 12.64 | 13.48 | 6.12 | 13.33 | 28.66 | 21.27 | 32.95 | 46.73 | 15.37 | 11.52 | 10.33 | 10.50 | 12.84 | 33.63 | 22.64 | 1.81 |
| Yield(%) | 0.00 | 0.14 | 0.34 | 0.32 | 0.94 | 1.27 | 2.22 | … | … | 0.00 | 0.13 | 0.65 | 0.11 | 0.15 | 0.70 | 0.00 | 0.21 | 2.96 | 0.48 | 3.19 | 1.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 0.00 | 0.21 | 11.78 | 19.33 | 25.38 | 17.72 | 4.97 | 0.00 | 13.90 | 0.09 |
Data as of 06/04/2026, Common starting date is 12/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCVX (NUVEEN SMALL CAP VALUE FUND CLASS C) |
-18.51%
Feb 2006 – Feb 2009 |
-7.03%
Feb 2004 – Feb 2009 |
3.82%
Mar 2010 – Mar 2020 |
2.88%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCVX (NUVEEN SMALL CAP VALUE FUND CLASS C) |
28.83%
Feb 2009 – Feb 2012 |
24.97%
Feb 2009 – Feb 2014 |
14.96%
Feb 2009 – Feb 2019 |
11.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart