Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWQFX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R6) | 19.89% | 39.15% | 22.06% | 12.82% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWQFX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R6) | 07/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 39.15 | 22.06 | 12.82 | NA | NA | NA | … | … | 19.89 | 7.64 | 20.36 | 14.57 | -5.55 | 34.34 | 1.07 | 101.08 | -18.82 | 10.46 | 19.27 |
| Sharpe Ratio | NA | 2.07 | 1.05 | 0.54 | NA | NA | NA | … | … | 2.72 | 0.22 | 1.06 | 0.69 | -0.30 | 1.70 | 0.02 | 3.68 | -1.12 | 0.80 | 3.27 |
| Standard Deviation(%) | NA | 17.26 | 17.98 | 19.21 | NA | NA | NA | … | … | 19.00 | 22.21 | 15.76 | 15.87 | 23.45 | 20.15 | 41.33 | 27.04 | 18.17 | 12.25 | 13.08 |
| Draw Down(%) | NA | 10.56 | 23.98 | 23.98 | NA | NA | NA | … | … | 10.56 | 22.07 | 9.20 | 10.54 | 18.65 | 8.77 | 43.35 | 8.28 | 29.18 | 8.77 | 6.43 |
| Yield(%) | 0.00 | 7.58 | 7.76 | 7.46 | 11.74 | 7.83 | 5.87 | … | … | 0.00 | 7.34 | 12.16 | 0.97 | 4.65 | 18.24 | 0.64 | 47.08 | 24.63 | 5.47 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQFX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R6) |
4.94%
Mar 2017 – Mar 2020 |
10.47%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQFX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R6) |
39.76%
Dec 2018 – Dec 2021 |
24.19%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart