Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQVRX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS I) | 12.29% | 31.93% | 20.12% | 12.58% | 12.75% | 10.66% | 7.32% | … | … |
Data as of 06/05/2026, Common starting date is 12/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQVRX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS I) | 12/15/1998 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 31.93 | 20.12 | 12.58 | 12.75 | 10.66 | 7.32 | … | … | 12.29 | 17.37 | 17.10 | 15.94 | -1.02 | 28.56 | -0.26 | 30.36 | -14.39 | 18.68 | 14.65 | -6.63 | -0.04 | 34.41 | 12.31 | -5.61 | 20.72 | 35.38 | -48.40 | -6.31 | 16.62 | 11.41 | 22.21 | 49.40 | -8.64 | -0.56 | 4.30 | 19.82 | 4.95 |
| Sharpe Ratio | NA | 2.40 | 1.22 | 0.65 | 0.59 | NA | NA | … | … | 2.34 | 0.80 | 0.84 | 0.88 | -0.12 | 1.80 | -0.01 | 1.98 | -0.91 | 1.86 | 0.84 | -0.42 | 0.00 | 2.53 | 0.73 | -0.20 | 1.04 | 1.12 | -1.05 | -0.52 | 1.13 | 0.83 | 1.88 | 2.98 | -0.38 | -0.17 | 0.01 | 1.05 | 17.76 |
| Standard Deviation(%) | NA | 12.94 | 14.76 | 16.24 | 19.21 | NA | NA | … | … | 14.79 | 18.42 | 12.44 | 13.45 | 20.82 | 15.85 | 38.84 | 14.59 | 17.35 | 9.74 | 17.12 | 15.77 | 12.33 | 13.60 | 16.85 | 28.01 | 19.77 | 31.61 | 47.01 | 17.83 | 11.83 | 11.12 | 11.29 | 16.36 | 25.69 | 17.13 | 22.87 | 15.83 | 11.25 |
| Draw Down(%) | NA | 7.37 | 17.93 | 17.93 | 42.26 | NA | NA | … | … | 7.37 | 17.54 | 8.01 | 10.60 | 17.72 | 7.43 | 42.26 | 9.73 | 25.30 | 6.78 | 13.50 | 16.24 | 14.23 | 5.88 | 13.61 | 26.78 | 15.50 | 28.45 | 61.94 | 20.05 | 10.90 | 7.69 | 7.55 | 16.64 | 35.98 | 16.97 | 15.35 | 16.49 | 0.68 |
| Yield(%) | 0.00 | 2.16 | 2.17 | 1.84 | 2.55 | 2.54 | 2.07 | … | … | 0.00 | 2.17 | 2.17 | 1.48 | 1.37 | 1.58 | 3.27 | 1.70 | 0.00 | 2.30 | 1.17 | 0.97 | 0.95 | 0.75 | 0.73 | 0.00 | 0.00 | 0.61 | 0.00 | 4.46 | 5.90 | 2.05 | 1.58 | 5.58 | 0.87 | 0.74 | 0.57 | 0.23 | 0.19 |
Data as of 06/05/2026, Common starting date is 12/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVRX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS I) |
-23.46%
Feb 2006 – Feb 2009 |
-10.08%
Feb 2004 – Feb 2009 |
0.70%
Feb 1999 – Feb 2009 |
2.34%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVRX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS I) |
31.78%
Sep 2002 – Sep 2005 |
23.40%
Feb 2009 – Feb 2014 |
13.68%
Feb 2009 – Feb 2019 |
12.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart