Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWQAX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS A) | 4.88% | 14.26% | 9.49% | 3.48% | 4.82% | 4.77% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWQAX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS A) | 03/30/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 14.26 | 9.49 | 3.48 | 4.82 | 4.77 | NA | … | … | 4.88 | 10.98 | 5.82 | 8.63 | -14.08 | 4.57 | 5.31 | 18.22 | -4.74 | 7.78 | 9.56 | 0.50 | 9.89 | -0.01 | 15.26 | -0.83 | 4.43 |
| Sharpe Ratio | NA | 3.18 | 1.48 | 0.16 | 0.51 | NA | NA | … | … | 2.13 | 1.86 | 0.54 | 0.84 | -1.82 | 1.36 | 0.37 | 5.66 | -1.47 | 2.53 | 1.59 | 0.09 | 2.53 | -0.01 | 3.81 | -0.07 | 0.63 |
| Standard Deviation(%) | NA | 3.84 | 4.55 | 5.64 | 6.34 | NA | NA | … | … | 4.58 | 4.37 | 4.05 | 5.97 | 8.53 | 3.35 | 13.69 | 2.96 | 4.17 | 2.82 | 5.87 | 5.29 | 3.90 | 5.07 | 4.03 | 12.91 | 9.10 |
| Draw Down(%) | NA | 2.99 | 5.20 | 18.17 | 23.89 | NA | NA | … | … | 2.99 | 4.72 | 2.57 | 6.23 | 18.17 | 2.40 | 23.89 | 1.26 | 7.14 | 1.65 | 6.02 | 6.47 | 5.56 | 8.64 | 2.82 | 11.55 | 7.03 |
| Yield(%) | 0.40 | 5.73 | 5.49 | 4.56 | 5.02 | 5.02 | 4.24 | … | … | 2.03 | 5.69 | 4.99 | 5.42 | 5.21 | 4.07 | 4.62 | 6.13 | 4.99 | 5.56 | 5.08 | 5.19 | 5.31 | 5.30 | 9.39 | 6.22 | 5.00 |
Data as of 06/03/2026, Common starting date is 03/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQAX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS A) |
-2.33%
Sep 2019 – Sep 2022 |
0.63%
Sep 2017 – Sep 2022 |
3.02%
May 2013 – May 2023 |
4.40%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQAX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS A) |
9.68%
May 2023 – May 2026 |
7.42%
Jan 2016 – Jan 2021 |
6.42%
Dec 2011 – Dec 2021 |
4.85%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart