Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSCRX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS I) | 20.66% | 37.06% | 21.83% | 7.63% | 9.31% | 10.49% | 7.73% | … | … |
Data as of 06/04/2026, Common starting date is 07/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSCRX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS I) | 07/27/2005 | 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 (%) | -0.20 | 37.06 | 21.83 | 7.63 | 9.31 | 10.49 | 7.73 | … | … | 20.66 | 7.33 | 20.22 | 16.67 | -10.67 | 13.89 | 0.43 | 25.16 | -19.10 | 12.11 | 21.70 | -3.86 | 6.78 | 41.15 | 18.54 | 0.20 | 35.02 | 32.91 | -46.33 | -3.31 | 19.13 | 1.54 |
| Sharpe Ratio | NA | 1.86 | 0.98 | 0.25 | 0.34 | NA | NA | … | … | 2.73 | 0.22 | 0.95 | 0.76 | -0.51 | 0.59 | 0.00 | 1.48 | -1.18 | 0.92 | 1.18 | -0.24 | 0.42 | 2.78 | 1.06 | 0.01 | 1.44 | 0.82 | -1.01 | -0.30 | 0.92 | 0.06 |
| Standard Deviation(%) | NA | 17.66 | 18.55 | 20.27 | 22.52 | NA | NA | … | … | 18.90 | 20.59 | 17.54 | 17.28 | 23.82 | 23.32 | 43.71 | 16.05 | 17.44 | 12.52 | 18.14 | 16.25 | 16.18 | 14.81 | 17.59 | 31.17 | 24.26 | 40.02 | 46.54 | 21.37 | 17.08 | 15.18 |
| Draw Down(%) | NA | 8.70 | 23.60 | 29.94 | 47.19 | NA | NA | … | … | 8.70 | 19.22 | 8.85 | 12.08 | 19.87 | 18.87 | 43.98 | 10.93 | 29.43 | 8.97 | 12.51 | 16.75 | 12.98 | 5.80 | 10.61 | 24.55 | 20.45 | 39.96 | 61.22 | 19.80 | 14.36 | 9.04 |
| Yield(%) | 0.00 | 9.47 | 13.05 | 6.29 | 6.78 | 8.29 | 6.13 | … | … | 0.00 | 9.00 | 24.62 | 0.98 | 0.15 | 0.20 | 0.80 | 7.34 | 9.65 | 4.20 | 3.29 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.32 | 0.00 | 2.91 | 0.96 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCRX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS I) |
-23.96%
Feb 2006 – Feb 2009 |
-3.38%
Mar 2015 – Mar 2020 |
4.36%
Oct 2013 – Oct 2023 |
4.47%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCRX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS I) |
35.79%
Feb 2009 – Feb 2012 |
31.56%
Feb 2009 – Feb 2014 |
17.74%
Feb 2009 – Feb 2019 |
13.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
