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
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

3-Year Annualized Rolling Return