Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGJAX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS A) | 6.25% | 10.15% | 8.43% | 1.45% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGJAX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS A) | 03/23/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 10.15 | 8.43 | 1.45 | NA | NA | NA | … | … | 6.25 | 9.14 | 0.48 | 11.24 | -25.04 | 28.33 | -1.30 | 27.55 | 1.06 |
| Sharpe Ratio | NA | 0.85 | 0.48 | -0.02 | NA | NA | NA | … | … | 1.46 | 0.44 | -0.23 | 0.47 | -1.24 | 2.46 | -0.05 | 3.04 | -0.01 |
| Standard Deviation(%) | NA | 11.77 | 14.33 | 15.93 | NA | NA | NA | … | … | 13.48 | 14.23 | 13.48 | 16.44 | 21.42 | 11.52 | 33.71 | 8.58 | 10.54 |
| Draw Down(%) | NA | 10.38 | 17.71 | 32.96 | NA | NA | NA | … | … | 10.38 | 12.05 | 12.59 | 19.02 | 32.96 | 7.06 | 40.38 | 3.51 | 9.98 |
| Yield(%) | 0.00 | 3.05 | 3.12 | 4.56 | 4.64 | 3.10 | 2.32 | … | … | 0.55 | 3.16 | 2.96 | 2.93 | 3.87 | 14.59 | 2.87 | 10.93 | 3.61 |
Data as of 06/03/2026, Common starting date is 03/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGJAX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS A) |
-5.72%
Dec 2021 – Dec 2024 |
1.10%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGJAX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS A) |
17.34%
Dec 2018 – Dec 2021 |
7.09%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart