Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQGCX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS C) | 8.78% | 23.66% | 18.39% | 9.88% | 8.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQGCX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS C) | 06/18/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 23.66 | 18.39 | 9.88 | 8.91 | NA | NA | … | … | 8.78 | 26.09 | 11.21 | 13.39 | -10.21 | 21.35 | 0.26 | 23.13 | -15.21 | 17.56 | 2.04 | -0.25 | -3.57 |
| Sharpe Ratio | NA | 2.12 | 1.30 | 0.55 | 0.46 | NA | NA | … | … | 1.69 | 1.66 | 0.72 | 0.91 | -0.63 | 1.78 | 0.00 | 1.95 | -1.26 | 2.48 | 0.12 | -0.02 | -0.58 |
| Standard Deviation(%) | NA | 10.49 | 12.00 | 13.44 | 15.94 | NA | NA | … | … | 12.37 | 14.00 | 10.56 | 10.85 | 18.41 | 12.01 | 33.16 | 11.12 | 13.25 | 6.84 | 15.16 | 14.22 | 11.28 |
| Draw Down(%) | NA | 7.38 | 12.79 | 23.31 | 39.65 | NA | NA | … | … | 7.38 | 12.79 | 6.93 | 9.20 | 23.31 | 5.01 | 38.61 | 7.76 | 23.37 | 2.93 | 12.20 | 12.09 | 11.01 |
| Yield(%) | 0.00 | 1.63 | 1.88 | 2.24 | 2.82 | 2.15 | 1.61 | … | … | 0.32 | 1.72 | 1.76 | 1.78 | 3.54 | 2.83 | 1.77 | 2.43 | 3.75 | 3.48 | 1.62 | 2.21 | 4.81 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NQGCX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS C) |
-5.52%
Mar 2017 – Mar 2020 |
-2.57%
Mar 2015 – Mar 2020 |
5.39%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQGCX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS C) |
20.67%
Sep 2022 – Sep 2025 |
14.87%
Mar 2020 – Mar 2025 |
9.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart