Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQCCX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS C) | 16.33% | 36.97% | 21.78% | 6.62% | 6.62% | 6.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQCCX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS C) | 01/22/2007 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 36.97 | 21.78 | 6.62 | 6.62 | 6.25 | NA | … | … | 16.33 | 21.36 | 16.54 | 12.74 | -6.92 | -1.65 | -15.93 | 28.07 | -16.18 | 14.20 | 12.42 | -5.52 | 4.96 | 28.53 | 8.22 | -8.30 | 15.85 | 26.75 | -38.84 | -0.94 |
| Sharpe Ratio | NA | 2.78 | 1.32 | 0.23 | 0.24 | NA | NA | … | … | 2.85 | 1.04 | 1.10 | 0.70 | -0.41 | -0.06 | -0.40 | 1.92 | -1.03 | 1.52 | 0.57 | -0.33 | 0.40 | 2.25 | 0.52 | -0.32 | 0.85 | 0.96 | -0.90 | -0.26 |
| Standard Deviation(%) | NA | 12.41 | 14.38 | 18.78 | 20.80 | NA | NA | … | … | 14.28 | 17.88 | 11.72 | 13.13 | 20.66 | 26.77 | 39.92 | 13.84 | 17.12 | 8.97 | 21.38 | 16.66 | 12.39 | 12.68 | 15.75 | 26.00 | 18.59 | 27.78 | 44.13 | 15.78 |
| Draw Down(%) | NA | 6.22 | 17.11 | 33.07 | 41.98 | NA | NA | … | … | 6.22 | 17.11 | 7.12 | 10.03 | 18.32 | 24.82 | 41.98 | 8.95 | 26.22 | 4.66 | 13.96 | 15.66 | 12.15 | 5.70 | 14.77 | 25.67 | 14.52 | 27.45 | 53.59 | 14.30 |
| Yield(%) | 0.00 | 9.54 | 7.32 | 3.49 | 7.74 | 7.87 | 5.26 | … | … | 0.00 | 9.83 | 8.18 | 1.59 | 0.00 | 1.11 | 2.48 | 17.47 | 23.60 | 25.76 | 10.97 | 36.81 | 49.31 | 2.30 | 0.41 | 1.17 | 0.26 | 0.00 | 0.00 | 0.02 |
Data as of 06/04/2026, Common starting date is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCCX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS C) |
-11.98%
Jun 2007 – Jun 2010 |
-5.92%
May 2007 – May 2012 |
0.92%
Oct 2013 – Oct 2023 |
0.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCCX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS C) |
22.69%
May 2023 – May 2026 |
17.98%
Feb 2009 – Feb 2014 |
10.88%
Feb 2009 – Feb 2019 |
7.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart