Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NELAX (NUVEEN EQUITY LONG/SHORT FUND CLASS A) | 7.61% | 18.74% | 18.09% | 10.51% | 10.40% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NELAX (NUVEEN EQUITY LONG/SHORT FUND CLASS A) | 06/27/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 18.74 | 18.09 | 10.51 | 10.40 | NA | NA | … | … | 7.61 | 11.02 | 20.27 | 23.77 | -15.17 | 32.60 | -1.03 | 6.07 | -2.57 | 19.00 | 4.49 | 0.06 | 8.69 | 14.91 |
| Sharpe Ratio | NA | 1.86 | 1.31 | 0.63 | 0.64 | NA | NA | … | … | 1.70 | 0.57 | 1.66 | 2.06 | -0.99 | 2.74 | -0.05 | 0.47 | -0.33 | 2.12 | 0.30 | 0.00 | 0.98 | 3.85 |
| Standard Deviation(%) | NA | 9.49 | 11.67 | 12.66 | 13.69 | NA | NA | … | … | 10.86 | 14.45 | 10.03 | 9.86 | 16.86 | 11.87 | 23.90 | 9.87 | 12.13 | 8.69 | 14.08 | 13.16 | 8.87 | 8.09 |
| Draw Down(%) | NA | 6.37 | 15.55 | 19.43 | 28.96 | NA | NA | … | … | 6.37 | 15.55 | 8.39 | 5.53 | 19.43 | 4.72 | 25.59 | 6.54 | 13.64 | 5.18 | 13.12 | 9.73 | 6.90 | 4.08 |
| Yield(%) | 0.00 | 3.92 | 5.11 | 4.53 | 3.97 | 3.36 | 2.52 | … | … | 0.00 | 3.95 | 5.43 | 4.75 | 5.62 | 3.28 | 0.00 | 0.00 | 1.32 | 1.87 | 0.00 | 0.00 | 0.26 | 5.47 |
Data as of 06/03/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NELAX (NUVEEN EQUITY LONG/SHORT FUND CLASS A) |
-1.43%
Mar 2017 – Mar 2020 |
1.41%
Mar 2015 – Mar 2020 |
6.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NELAX (NUVEEN EQUITY LONG/SHORT FUND CLASS A) |
19.52%
Sep 2022 – Sep 2025 |
15.29%
Oct 2020 – Oct 2025 |
10.44%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart