Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSMCX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS C) | 19.34% | 37.55% | 20.64% | 7.62% | 9.18% | 8.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSMCX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS C) | 01/24/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 37.55 | 20.64 | 7.62 | 9.18 | 8.54 | NA | … | … | 19.34 | 4.30 | 5.85 | 12.98 | -12.37 | 11.13 | -0.09 | 29.29 | -19.92 | 9.19 | 19.29 | -6.19 | -1.38 | 37.39 | 8.04 | 1.76 | 31.36 | 35.05 | -45.40 | -6.56 |
| Sharpe Ratio | NA | 1.98 | 0.97 | 0.25 | 0.35 | NA | NA | … | … | 2.63 | 0.06 | -0.04 | 0.55 | -0.58 | 0.42 | -0.01 | 1.82 | -1.17 | 0.70 | 1.14 | -0.40 | -0.09 | 2.55 | 0.45 | 0.06 | 1.40 | 0.90 | -0.98 | -0.49 |
| Standard Deviation(%) | NA | 17.27 | 17.98 | 20.62 | 22.12 | NA | NA | … | … | 18.99 | 22.88 | 19.35 | 15.89 | 23.87 | 26.21 | 41.40 | 15.36 | 18.17 | 12.31 | 16.68 | 15.49 | 15.39 | 14.67 | 17.77 | 30.07 | 22.37 | 39.04 | 47.12 | 20.50 |
| Draw Down(%) | NA | 10.68 | 24.28 | 32.23 | 45.52 | NA | NA | … | … | 10.68 | 22.23 | 18.93 | 10.80 | 19.18 | 21.98 | 43.49 | 8.37 | 29.52 | 9.25 | 12.61 | 16.73 | 15.04 | 6.09 | 14.45 | 26.08 | 16.06 | 37.02 | 61.08 | 22.77 |
| Yield(%) | 0.00 | 8.77 | 8.48 | 4.97 | 6.58 | 6.23 | 4.32 | … | … | 0.00 | 8.45 | 13.74 | 0.30 | 5.72 | 0.42 | 0.00 | 0.00 | 27.29 | 5.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NSMCX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS C) |
-13.19%
Jun 2007 – Jun 2010 |
-3.77%
Mar 2015 – Mar 2020 |
3.05%
Oct 2013 – Oct 2023 |
2.79%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSMCX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS C) |
35.69%
Feb 2009 – Feb 2012 |
28.29%
Feb 2009 – Feb 2014 |
14.50%
Feb 2009 – Feb 2019 |
11.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart