Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQVCX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS C) | 13.55% | 32.43% | 19.55% | 11.76% | 11.79% | 9.66% | 6.33% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQVCX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS C) | 01/02/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 32.43 | 19.55 | 11.76 | 11.79 | 9.66 | 6.33 | … | … | 13.55 | 16.05 | 17.02 | 14.79 | -2.04 | 27.26 | -1.25 | 29.03 | -15.26 | 17.51 | 13.50 | -7.56 | -1.03 | 33.10 | 11.12 | -6.48 | 19.50 | 33.94 | -48.88 | -7.27 | 15.46 | 10.33 | 20.95 | 42.02 |
| Sharpe Ratio | NA | 2.29 | 1.14 | 0.58 | 0.53 | NA | NA | … | … | 2.24 | 0.73 | 0.85 | 0.79 | -0.17 | 1.72 | -0.04 | 1.90 | -0.96 | 1.74 | 0.78 | -0.48 | -0.08 | 2.44 | 0.66 | -0.23 | 0.98 | 1.07 | -1.05 | -0.58 | 1.04 | 0.73 | 1.77 | 2.58 |
| Standard Deviation(%) | NA | 12.95 | 14.74 | 16.23 | 19.21 | NA | NA | … | … | 14.82 | 18.40 | 12.30 | 13.44 | 20.80 | 15.86 | 38.84 | 14.56 | 17.37 | 9.74 | 17.11 | 15.78 | 12.38 | 13.58 | 16.90 | 28.03 | 19.83 | 31.65 | 47.12 | 17.82 | 11.80 | 11.11 | 11.27 | 16.08 |
| Draw Down(%) | NA | 7.51 | 18.22 | 18.22 | 42.38 | NA | NA | … | … | 7.51 | 17.63 | 8.08 | 10.68 | 18.07 | 7.47 | 42.38 | 9.81 | 25.50 | 6.86 | 13.61 | 16.45 | 14.49 | 5.96 | 13.84 | 27.10 | 15.69 | 28.61 | 62.23 | 20.46 | 11.00 | 7.79 | 7.71 | 16.79 |
| Yield(%) | 0.00 | 1.79 | 1.29 | 1.09 | 1.44 | 1.26 | 1.19 | … | … | 0.00 | 1.79 | 1.09 | 0.41 | 0.40 | 1.56 | 2.41 | 0.51 | 0.00 | 1.22 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.88 | 5.11 | 1.52 | 1.01 | 3.59 |
Data as of 06/04/2026, Common starting date is 01/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVCX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS C) |
-24.23%
Feb 2006 – Feb 2009 |
-10.99%
Feb 2004 – Feb 2009 |
-0.04%
Jan 2006 – Jan 2016 |
1.32%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVCX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS C) |
28.12%
Mar 2003 – Mar 2006 |
22.19%
Feb 2009 – Feb 2014 |
12.55%
Feb 2009 – Feb 2019 |
11.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart