Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWQRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R3) | NA | 57.44% | 8.13% | 10.66% | 10.38% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWQRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R3) | 11/03/2009 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.44 | 8.13 | 10.66 | 10.38 | NA | NA | … | … | 28.57 | 0.42 | 29.85 | -18.79 | 9.74 | 19.89 | -5.73 | -0.88 | 38.04 | 8.57 | 2.26 | 32.08 | 7.97 |
| Sharpe Ratio | NA | 2.89 | 0.27 | 0.43 | 0.47 | NA | NA | … | … | 2.87 | 0.00 | 1.85 | -1.11 | 0.74 | 1.18 | -0.37 | -0.06 | 2.59 | 0.48 | 0.07 | 1.41 | 3.22 |
| Standard Deviation(%) | NA | 19.86 | 27.81 | 23.22 | 21.42 | NA | NA | … | … | 18.62 | 41.20 | 15.40 | 18.08 | 12.29 | 16.65 | 15.53 | 15.36 | 14.65 | 17.81 | 30.12 | 22.61 | 19.29 |
| Draw Down(%) | NA | 8.72 | 44.60 | 44.60 | 44.60 | NA | NA | … | … | 7.70 | 43.42 | 8.32 | 28.81 | 9.03 | 12.57 | 16.52 | 14.91 | 6.07 | 14.31 | 25.93 | 15.96 | 3.02 |
| Yield(%) | 0.00 | 0.04 | 8.10 | 7.26 | 5.88 | 5.34 | 4.01 | … | … | 0.00 | 0.03 | 0.12 | 25.73 | 5.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2021, Common starting date is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R3) |
-9.49%
Mar 2017 – Mar 2020 |
-3.12%
Mar 2015 – Mar 2020 |
4.93%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS R3) |
19.46%
Sep 2011 – Sep 2014 |
14.94%
Dec 2009 – Dec 2014 |
10.13%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart