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
NSCCX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS C) 16.82% 31.73% 19.52% 6.66% 8.31% 9.46% 6.70%
Data as of 06/05/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
Name Start Date End Date
NSCCX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS C) 07/28/2005 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
Annualized Return (%) -1.68 31.73 19.52 6.66 8.31 9.46 6.70 16.82 -2.90 -8.90 15.16 -12.83 10.23 -0.58 23.92 -19.92 11.01 20.46 -4.79 5.73 39.72 17.34 -0.77 33.49 31.52 -46.82 -4.32 17.97 0.48
Sharpe Ratio NA 1.78 0.91 0.23 0.31 NA NA 2.64 -0.25 -0.49 0.64 -0.59 0.42 -0.02 1.40 -1.22 0.83 1.11 -0.30 0.35 2.68 0.99 -0.03 1.38 0.79 -1.02 -0.34 0.86 -0.09
Standard Deviation(%) NA 17.67 18.56 20.42 22.61 NA NA 18.93 23.55 31.54 17.31 24.00 24.34 43.72 16.06 17.45 12.55 18.22 16.25 16.18 14.81 17.57 31.22 24.27 40.02 46.56 21.37 17.08 15.12
Draw Down(%) NA 8.85 23.86 31.92 48.15 NA NA 8.85 19.41 30.22 12.26 20.25 20.77 44.09 11.20 29.83 9.27 12.63 17.07 13.22 5.86 10.84 24.91 20.71 40.07 61.40 20.08 14.43 9.18
Yield(%) 0.00 11.74 15.28 8.04 7.71 8.97 6.30 0.00 11.12 29.62 0.33 6.52 0.19 0.00 8.18 10.91 4.68 3.62 0.16 0.00 0.00 0.00 0.00 0.14 0.00 0.00 2.59 0.51 0.00
Data as of 06/05/2026, 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
NSCCX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS C) -24.72%
Feb 2006 – Feb 2009
-4.35%
Mar 2015 – Mar 2020
3.69%
Oct 2013 – Oct 2023
3.27%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSCCX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS C) 34.38%
Feb 2009 – Feb 2012
30.21%
Feb 2009 – Feb 2014
16.55%
Feb 2009 – Feb 2019
12.57%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return