Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGJIX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS I) | 7.59% | 11.63% | 9.14% | 1.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGJIX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS I) | 03/23/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 11.63 | 9.14 | 1.86 | NA | NA | NA | … | … | 7.59 | 9.42 | 0.73 | 11.53 | -24.85 | 28.59 | -1.00 | 27.81 | 1.25 |
| Sharpe Ratio | NA | 0.88 | 0.50 | 0.00 | NA | NA | NA | … | … | 1.48 | 0.46 | -0.22 | 0.48 | -1.23 | 2.48 | -0.04 | 3.08 | 0.02 |
| Standard Deviation(%) | NA | 11.74 | 14.27 | 15.89 | NA | NA | NA | … | … | 13.47 | 14.16 | 13.41 | 16.39 | 21.40 | 11.53 | 33.69 | 8.54 | 10.53 |
| Draw Down(%) | NA | 10.34 | 17.52 | 32.84 | NA | NA | NA | … | … | 10.34 | 11.99 | 12.50 | 18.87 | 32.84 | 7.04 | 40.36 | 3.51 | 9.92 |
| Yield(%) | 0.00 | 3.30 | 3.38 | 4.74 | 4.85 | 3.23 | 2.42 | … | … | 0.62 | 3.43 | 3.21 | 3.18 | 4.08 | 14.88 | 3.10 | 11.23 | 3.81 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NGJIX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS I) |
-5.49%
Dec 2021 – Dec 2024 |
1.35%
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 |
|---|---|---|---|---|
| NGJIX (NUVEEN GLOBAL REAL ESTATE SECURITIES FUND CLASS I) |
17.61%
Dec 2018 – Dec 2021 |
7.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart