Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQGIX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS I) | 9.38% | 24.90% | 19.64% | 10.84% | 9.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQGIX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS I) | 06/18/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 24.90 | 19.64 | 10.84 | 9.97 | NA | NA | … | … | 9.38 | 27.36 | 12.36 | 14.50 | -9.28 | 22.55 | 1.28 | 24.39 | -14.38 | 18.73 | 3.06 | 0.79 | -3.26 |
| Sharpe Ratio | NA | 2.25 | 1.42 | 0.64 | 0.53 | NA | NA | … | … | 1.79 | 1.76 | 0.87 | 1.01 | -0.58 | 1.88 | 0.03 | 2.06 | -1.19 | 2.66 | 0.19 | 0.05 | -0.53 |
| Standard Deviation(%) | NA | 10.49 | 11.86 | 13.36 | 15.91 | NA | NA | … | … | 12.35 | 14.00 | 10.10 | 10.84 | 18.40 | 11.99 | 33.15 | 11.12 | 13.26 | 6.83 | 15.13 | 14.23 | 11.30 |
| Draw Down(%) | NA | 7.26 | 12.75 | 22.76 | 38.52 | NA | NA | … | … | 7.26 | 12.75 | 6.88 | 9.00 | 22.76 | 4.96 | 38.52 | 7.74 | 22.69 | 2.82 | 12.15 | 11.88 | 10.93 |
| Yield(%) | 0.00 | 2.69 | 3.06 | 3.23 | 3.96 | 2.94 | 2.21 | … | … | 0.58 | 2.84 | 2.77 | 2.82 | 4.44 | 3.97 | 2.64 | 3.55 | 4.71 | 4.55 | 2.46 | 3.24 | 5.27 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NQGIX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS I) |
-4.58%
Mar 2017 – Mar 2020 |
-1.58%
Mar 2015 – Mar 2020 |
6.45%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQGIX (NUVEEN NWQ GLOBAL EQUITY INCOME FUND CLASS I) |
21.88%
Sep 2022 – Sep 2025 |
16.02%
Mar 2020 – Mar 2025 |
10.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart