Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NELIX (NUVEEN EQUITY LONG/SHORT FUND CLASS I) | 7.79% | 19.10% | 18.42% | 10.69% | 10.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NELIX (NUVEEN EQUITY LONG/SHORT FUND CLASS I) | 06/27/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 19.10 | 18.42 | 10.69 | 10.67 | NA | NA | … | … | 7.79 | 9.44 | 20.55 | 24.09 | -14.93 | 32.92 | -0.79 | 6.35 | -2.34 | 19.30 | 4.76 | 0.29 | 8.96 | 15.07 |
| Sharpe Ratio | NA | 1.90 | 1.34 | 0.65 | 0.66 | NA | NA | … | … | 1.73 | 0.45 | 1.69 | 2.09 | -0.97 | 2.76 | -0.04 | 0.49 | -0.31 | 2.15 | 0.32 | 0.02 | 1.01 | 3.91 |
| Standard Deviation(%) | NA | 9.48 | 11.65 | 12.66 | 13.68 | NA | NA | … | … | 10.83 | 14.79 | 10.02 | 9.87 | 16.87 | 11.90 | 23.89 | 9.86 | 12.12 | 8.69 | 14.08 | 13.16 | 8.82 | 8.07 |
| Draw Down(%) | NA | 6.31 | 15.50 | 19.30 | 28.71 | NA | NA | … | … | 6.31 | 15.50 | 8.38 | 5.51 | 19.30 | 4.70 | 25.55 | 6.44 | 13.57 | 5.17 | 13.08 | 9.70 | 6.86 | 4.06 |
| Yield(%) | 0.00 | 4.05 | 5.29 | 4.58 | 4.06 | 3.45 | 2.59 | … | … | 0.00 | 4.08 | 5.53 | 5.03 | 5.43 | 3.18 | 0.00 | 0.00 | 1.29 | 1.83 | 0.00 | 0.00 | 0.26 | 5.53 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NELIX (NUVEEN EQUITY LONG/SHORT FUND CLASS I) |
-1.19%
Mar 2017 – Mar 2020 |
1.66%
Mar 2015 – Mar 2020 |
6.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NELIX (NUVEEN EQUITY LONG/SHORT FUND CLASS I) |
19.81%
Sep 2022 – Sep 2025 |
15.58%
Oct 2020 – Oct 2025 |
10.72%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart