Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQGAX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS A) | 7.47% | 22.67% | 18.68% | 10.18% | 9.51% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQGAX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS A) | 06/18/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 22.67 | 18.68 | 10.18 | 9.51 | NA | NA | … | … | 7.47 | 27.03 | 12.08 | 14.26 | -9.55 | 22.29 | 0.98 | 24.08 | -14.58 | 18.44 | 2.80 | 0.53 | -3.34 |
| Sharpe Ratio | NA | 1.87 | 1.28 | 0.57 | 0.50 | NA | NA | … | … | 1.27 | 1.73 | 0.80 | 0.98 | -0.60 | 1.85 | 0.02 | 2.03 | -1.21 | 2.62 | 0.17 | 0.03 | -0.54 |
| Standard Deviation(%) | NA | 10.69 | 12.01 | 13.46 | 15.96 | NA | NA | … | … | 12.44 | 14.03 | 10.57 | 10.88 | 18.40 | 12.02 | 33.15 | 11.13 | 13.25 | 6.81 | 15.15 | 14.22 | 11.29 |
| Draw Down(%) | NA | 7.31 | 12.76 | 22.89 | 38.67 | NA | NA | … | … | 7.31 | 12.76 | 6.88 | 9.07 | 22.89 | 4.96 | 38.54 | 7.74 | 22.85 | 2.85 | 12.15 | 11.92 | 10.93 |
| Yield(%) | 0.00 | 2.43 | 2.76 | 2.97 | 3.67 | 2.74 | 2.06 | … | … | 0.51 | 2.56 | 2.50 | 2.57 | 4.21 | 3.69 | 2.42 | 3.27 | 4.47 | 4.28 | 2.21 | 2.98 | 5.15 |
Data as of 06/05/2026, Common starting date is 06/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQGAX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS A) |
-4.81%
Mar 2017 – Mar 2020 |
-1.83%
Mar 2015 – Mar 2020 |
6.19%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQGAX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS A) |
21.58%
Sep 2022 – Sep 2025 |
15.73%
Mar 2020 – Mar 2025 |
10.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart