Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NQCRX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS I) | 9.59% | 15.50% | 13.45% | 8.63% | 5.56% | 7.08% | NA | 4.62% |
Data as of 08/01/2025, AR inception is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQCRX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS I) | 01/22/2007 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.72 | 15.50 | 13.45 | 8.63 | 5.56 | 7.08 | NA | 4.62 | 9.59 | 10.36 | 13.26 | -4.58 | 4.53 | -12.30 | 29.34 | -15.47 | 15.47 | 13.57 | -4.67 | 6.02 | 29.80 | 9.34 | -7.38 | 17.08 | 27.96 | -38.19 | -0.04 |
| Sharpe Ratio | NA | 0.67 | 0.64 | 0.35 | 0.20 | NA | NA | 0.16 | 0.65 | 0.29 | 0.69 | -0.30 | 0.20 | -0.32 | 2.01 | -1.00 | 1.65 | 0.65 | -0.28 | 0.48 | 2.35 | 0.60 | -0.28 | 0.91 | 1.00 | -0.88 | -0.19 |
| Standard Deviation(%) | NA | 18.54 | 15.82 | 18.70 | 20.45 | NA | NA | 21.82 | 21.51 | 12.83 | 13.08 | 20.19 | 22.50 | 39.14 | 13.89 | 16.92 | 9.02 | 20.66 | 16.60 | 12.42 | 12.67 | 15.73 | 26.00 | 18.58 | 27.76 | 44.10 | 15.74 |
| Draw Down(%) | NA | 17.21 | 17.21 | 28.51 | 41.84 | NA | NA | 57.86 | 17.21 | 11.73 | 10.00 | 17.61 | 20.35 | 41.84 | 9.04 | 25.29 | 4.58 | 13.79 | 15.26 | 11.96 | 5.63 | 14.63 | 25.36 | 14.25 | 27.27 | 53.15 | 13.92 |
| Yield(%) | 0.00 | 6.73 | 3.72 | 3.22 | 7.88 | 9.25 | 5.57 | 6.19 | 0.00 | 7.49 | 1.98 | 0.87 | 1.12 | 3.35 | 16.11 | 21.59 | 24.57 | 11.16 | 35.93 | 49.02 | 3.36 | 1.44 | 1.47 | 0.76 | 0.18 | 0.56 | 0.66 |
Data as of 08/01/2025, AR inception is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCRX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS I) |
-11.08%
Jun 2007 - Jun 2010 |
-4.96%
May 2007 - May 2012 |
2.75%
May 2007 - May 2017 |
1.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCRX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS I) |
23.52%
Feb 2009 - Feb 2012 |
19.21%
Feb 2009 - Feb 2014 |
12.03%
Feb 2009 - Feb 2019 |
8.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart