Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRLCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS C) | 13.18% | 15.28% | 9.70% | -3.26% | 1.54% | 4.18% | 4.09% | … | … |
Data as of 06/05/2026, Common starting date is 03/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRLCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS C) | 03/22/2000 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 15.28 | 9.70 | -3.26 | 1.54 | 4.18 | 4.09 | … | … | 13.18 | 1.57 | 4.95 | 10.49 | -37.00 | 22.00 | -7.85 | 24.36 | -6.52 | 4.62 | 5.73 | 1.33 | 29.92 | 0.25 | 17.19 | 6.81 | 29.37 | 29.27 | -35.51 | -16.06 | 38.17 | 14.10 | 31.15 | 36.27 | 6.17 | 8.83 | 28.03 |
| Sharpe Ratio | NA | 0.97 | 0.40 | -0.28 | -0.01 | NA | NA | … | … | 2.23 | -0.08 | 0.09 | 0.36 | -1.51 | 1.13 | -0.19 | 1.84 | -0.49 | 0.41 | 0.33 | 0.08 | 2.77 | 0.01 | 1.30 | 0.23 | 1.09 | 0.46 | -0.52 | -0.77 | 2.41 | 0.81 | 1.79 | 2.99 | 0.37 | 0.44 | 3.15 |
| Standard Deviation(%) | NA | 13.09 | 16.19 | 19.50 | 20.91 | NA | NA | … | … | 13.87 | 16.70 | 15.20 | 19.40 | 25.56 | 19.49 | 41.43 | 12.43 | 16.11 | 9.75 | 16.51 | 16.93 | 10.78 | 15.09 | 13.31 | 29.34 | 26.90 | 62.96 | 69.53 | 24.94 | 14.48 | 14.57 | 16.89 | 11.90 | 13.65 | 14.68 | 10.50 |
| Draw Down(%) | NA | 7.86 | 17.89 | 48.67 | 48.67 | NA | NA | … | … | 7.86 | 14.70 | 10.98 | 20.40 | 37.00 | 13.97 | 41.09 | 6.45 | 12.87 | 5.94 | 14.82 | 17.19 | 7.18 | 17.70 | 8.63 | 22.96 | 16.59 | 39.73 | 60.72 | 27.92 | 8.86 | 9.50 | 18.73 | 6.48 | 15.57 | 11.21 | 6.20 |
| Yield(%) | 0.00 | 4.37 | 5.37 | 2.45 | 4.58 | 5.72 | 5.19 | … | … | 0.00 | 4.83 | 8.37 | 2.56 | 1.21 | 1.15 | 1.01 | 12.50 | 4.73 | 11.86 | 9.96 | 5.90 | 7.56 | 7.68 | 5.04 | 2.47 | 2.23 | 3.55 | 1.47 | 12.43 | 13.34 | 15.26 | 11.34 | 8.23 | 7.52 | 5.19 | 6.81 |
Data as of 06/05/2026, Common starting date is 03/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRLCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS C) |
-22.90%
Mar 2006 – Mar 2009 |
-6.72%
Mar 2004 – Mar 2009 |
0.16%
Jan 2015 – Jan 2025 |
2.65%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRLCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS C) |
40.94%
Mar 2009 – Mar 2012 |
27.67%
Feb 2009 – Feb 2014 |
16.86%
Feb 2009 – Feb 2019 |
12.17%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart