Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) 20.53% 36.74% 21.53% 7.21% 8.96% 10.17% 7.42%
Data as of 06/04/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
Name Start Date End Date
NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) 07/28/2005 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
Annualized Return (%) -0.21 36.74 21.53 7.21 8.96 10.17 7.42 20.53 7.06 19.94 16.34 -11.11 13.14 0.16 24.86 -19.30 11.83 21.37 -4.09 6.53 40.77 18.26 -0.08 34.55 32.45 -46.45 -3.57 18.82 0.39
Sharpe Ratio NA 1.97 0.99 0.24 0.33 NA NA 3.01 0.20 0.93 0.74 -0.53 0.56 0.00 1.46 -1.19 0.90 1.17 -0.25 0.40 2.75 1.04 0.00 1.42 0.81 -1.01 -0.32 0.91 -0.11
Standard Deviation(%) NA 17.62 18.55 20.32 22.54 NA NA 18.90 20.58 17.55 17.27 23.85 23.49 43.69 16.04 17.44 12.53 18.16 16.27 16.18 14.83 17.60 31.23 24.24 40.09 46.58 21.38 17.07 15.15
Draw Down(%) NA 8.75 23.66 30.34 47.44 NA NA 8.75 19.26 8.84 12.13 19.96 19.25 44.02 11.01 29.54 9.04 12.54 16.85 13.05 5.81 10.64 24.66 20.57 40.00 61.26 19.88 14.38 9.09
Yield(%) 0.00 9.73 13.34 6.34 6.75 8.16 5.96 0.00 9.23 25.43 0.73 0.00 0.20 0.59 7.28 9.91 4.30 3.36 0.15 0.00 0.00 0.00 0.00 0.15 0.06 0.00 2.65 0.68 0.00
Data as of 06/04/2026, Common starting date is 07/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) -24.15%
Feb 2006 – Feb 2009
-3.63%
Mar 2015 – Mar 2020
4.03%
Oct 2013 – Oct 2023
4.17%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) 35.38%
Feb 2009 – Feb 2012
31.18%
Feb 2009 – Feb 2014
17.42%
Feb 2009 – Feb 2019
13.09%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return