Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSVSX (NUVEEN SMALL CAP VALUE FUND CLASS R3) | NA | 65.84% | 3.24% | 7.21% | 10.61% | 7.33% | NA | … | … |
Data as of 08/04/2021, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSVSX (NUVEEN SMALL CAP VALUE FUND CLASS R3) | 10/04/2001 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 65.84 | 3.24 | 7.21 | 10.61 | 7.33 | NA | … | … | 28.92 | -4.81 | 16.74 | -21.01 | 5.78 | 30.49 | 2.46 | 4.57 | 38.33 | 13.95 | -0.35 | 27.90 | 18.09 | -30.12 | -6.21 | 17.43 | 6.76 | 19.12 | 42.85 | -14.40 | 14.91 |
| Sharpe Ratio | NA | 2.87 | 0.09 | 0.25 | 0.44 | NA | NA | … | … | 2.66 | -0.11 | 0.98 | -1.30 | 0.40 | 1.72 | 0.15 | 0.31 | 2.73 | 0.82 | -0.01 | 1.07 | 0.50 | -0.69 | -0.46 | 0.91 | 0.32 | 1.30 | 2.68 | -0.77 | 6.27 |
| Standard Deviation(%) | NA | 22.90 | 31.32 | 25.81 | 23.15 | NA | NA | … | … | 20.34 | 47.78 | 15.64 | 17.17 | 12.84 | 17.56 | 15.99 | 14.81 | 14.01 | 17.19 | 33.25 | 25.88 | 36.02 | 44.67 | 20.16 | 15.59 | 14.54 | 13.97 | 15.72 | 20.08 | 12.43 |
| Draw Down(%) | NA | 11.90 | 54.10 | 54.26 | 54.26 | NA | NA | … | … | 7.89 | 48.39 | 12.96 | 28.86 | 8.94 | 14.50 | 12.56 | 13.40 | 6.05 | 13.21 | 28.59 | 21.12 | 32.89 | 46.59 | 15.19 | 11.39 | 10.29 | 10.43 | 12.68 | 33.46 | 2.00 |
| Yield(%) | 0.00 | 0.16 | 1.15 | 1.54 | 1.79 | 2.82 | 5.57 | … | … | 0.00 | 0.12 | 0.77 | 2.84 | 0.60 | 3.04 | 1.60 | 0.14 | 0.16 | 0.17 | 0.00 | 0.00 | 0.03 | 0.58 | 11.27 | 18.17 | 24.56 | 17.23 | 5.06 | 0.05 | 14.60 |
Data as of 08/04/2021, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVSX (NUVEEN SMALL CAP VALUE FUND CLASS R3) |
-18.18%
Feb 2006 – Feb 2009 |
-6.56%
Feb 2004 – Feb 2009 |
4.29%
Mar 2010 – Mar 2020 |
3.36%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVSX (NUVEEN SMALL CAP VALUE FUND CLASS R3) |
29.32%
Feb 2009 – Feb 2012 |
25.50%
Feb 2009 – Feb 2014 |
15.48%
Feb 2009 – Feb 2019 |
11.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart