Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUICX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS C) | NA | 7.28% | 8.47% | 6.34% | 4.91% | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUICX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS C) | 02/04/2013 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.28 | 8.47 | 6.34 | 4.91 | NA | NA | … | … | 4.54 | 3.83 | 11.43 | -10.48 | 15.21 | -2.86 | 19.48 | -12.37 | 19.11 | -1.13 | 0.88 | -9.95 | 12.17 |
| Sharpe Ratio | NA | -0.15 | 0.24 | 0.20 | 0.18 | NA | NA | … | … | 0.12 | 0.02 | 0.72 | -0.66 | 1.42 | -0.11 | 1.90 | -1.17 | 2.66 | -0.08 | 0.05 | -0.89 | 1.13 |
| Standard Deviation(%) | NA | 15.07 | 12.56 | 13.44 | 15.16 | NA | NA | … | … | 15.25 | 11.17 | 10.84 | 18.00 | 10.71 | 28.77 | 9.50 | 11.81 | 6.96 | 16.70 | 15.41 | 11.24 | 11.93 |
| Draw Down(%) | NA | 12.12 | 15.12 | 24.11 | 34.83 | NA | NA | … | … | 12.12 | 10.32 | 10.12 | 23.71 | 6.29 | 34.83 | 7.37 | 18.38 | 2.44 | 10.95 | 14.07 | 13.91 | 8.56 |
| Yield(%) | 0.00 | 8.61 | 4.85 | 4.26 | 3.33 | 2.30 | 1.73 | … | … | 7.03 | 3.53 | 1.87 | 2.44 | 5.33 | 1.10 | 3.24 | 1.97 | 2.06 | 1.50 | 1.38 | 0.24 | 0.00 |
Data as of 12/11/2025, Common starting date is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUICX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS C) |
-4.31%
Nov 2013 – Nov 2016 |
-1.83%
Mar 2015 – Mar 2020 |
1.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUICX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS C) |
14.41%
Sep 2022 – Sep 2025 |
9.28%
Mar 2020 – Mar 2025 |
5.05%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart