Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSMAX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS A) | 19.05% | 37.20% | 21.33% | 7.84% | 9.78% | 9.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSMAX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS A) | 01/24/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 37.20 | 21.33 | 7.84 | 9.78 | 9.03 | NA | … | … | 19.05 | 11.82 | 19.88 | 14.13 | -10.70 | 15.06 | 0.72 | 30.21 | -19.19 | 9.99 | 20.21 | -5.51 | -0.62 | 38.42 | 8.82 | 2.55 | 32.39 | 36.54 | -45.18 | -5.85 |
| Sharpe Ratio | NA | 2.04 | 1.01 | 0.27 | 0.37 | NA | NA | … | … | 2.69 | 0.42 | 1.00 | 0.67 | -0.51 | 0.61 | 0.01 | 1.87 | -1.14 | 0.76 | 1.20 | -0.36 | -0.04 | 2.62 | 0.50 | 0.08 | 1.45 | 0.93 | -0.98 | -0.46 |
| Standard Deviation(%) | NA | 17.25 | 18.13 | 20.35 | 21.99 | NA | NA | … | … | 18.99 | 21.21 | 16.29 | 15.85 | 23.73 | 24.55 | 41.36 | 15.36 | 18.13 | 12.30 | 16.68 | 15.51 | 15.37 | 14.64 | 17.76 | 30.14 | 22.30 | 39.07 | 47.08 | 20.47 |
| Draw Down(%) | NA | 10.60 | 24.08 | 29.88 | 44.79 | NA | NA | … | … | 10.60 | 22.11 | 9.21 | 10.62 | 18.76 | 19.72 | 43.41 | 8.31 | 29.29 | 8.94 | 12.54 | 16.44 | 14.86 | 6.10 | 14.22 | 25.87 | 16.00 | 36.73 | 60.88 | 22.68 |
| Yield(%) | 0.00 | 7.43 | 7.54 | 3.75 | 5.93 | 5.69 | 4.14 | … | … | 0.00 | 7.22 | 12.08 | 0.54 | 0.00 | 0.43 | 0.25 | 0.42 | 24.99 | 5.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
Data as of 06/03/2026, Common starting date is 01/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSMAX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS A) |
-12.51%
Jun 2007 – Jun 2010 |
-3.02%
Mar 2015 – Mar 2020 |
3.58%
Oct 2013 – Oct 2023 |
3.77%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSMAX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS A) |
36.78%
Feb 2009 – Feb 2012 |
29.30%
Feb 2009 – Feb 2014 |
15.39%
Feb 2009 – Feb 2019 |
12.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart