Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NELCX (NUVEEN EQUITY LONG/SHORT FUND CLASS C) 5.53% 15.52% 16.71% 9.18% 9.30% NA NA
Data as of 06/08/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
Name Start Date End Date
NELCX (NUVEEN EQUITY LONG/SHORT FUND CLASS C) 06/27/2013 06/08/2026
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
Annualized Return (%) -1.85 15.52 16.71 9.18 9.30 NA NA 5.53 10.17 19.37 22.88 -15.81 31.62 -1.78 5.28 -3.30 18.09 3.73 -0.69 7.87 14.51
Sharpe Ratio NA 1.33 1.12 0.52 0.56 NA NA 0.88 0.51 1.57 1.97 -1.03 2.66 -0.08 0.39 -0.39 2.01 0.25 -0.05 0.89 3.76
Standard Deviation(%) NA 9.76 11.72 12.69 13.70 NA NA 11.16 14.44 10.03 9.85 16.87 11.88 23.89 9.86 12.15 8.70 14.05 13.15 8.86 8.06
Draw Down(%) NA 6.49 15.68 19.91 29.94 NA NA 6.49 15.68 8.46 5.63 19.91 4.76 25.72 6.80 14.03 5.21 13.20 9.83 6.96 4.11
Yield(%) 0.00 3.59 4.69 4.38 3.73 3.15 2.36 0.00 3.61 5.31 3.90 6.28 3.62 0.00 0.00 1.42 2.00 0.00 0.00 0.28 5.68
Data as of 06/08/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NELCX (NUVEEN EQUITY LONG/SHORT FUND CLASS C) -2.17%
Mar 2017 – Mar 2020
0.66%
Mar 2015 – Mar 2020
5.45%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NELCX (NUVEEN EQUITY LONG/SHORT FUND CLASS C) 18.62%
Sep 2022 – Sep 2025
14.43%
Oct 2020 – Oct 2025
9.62%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return