Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQCAX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS A) | 14.83% | 33.95% | 21.22% | 8.50% | 8.19% | 7.65% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQCAX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS A) | 01/22/2007 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 33.95 | 21.22 | 8.50 | 8.19 | 7.65 | NA | … | … | 14.83 | 22.19 | 17.37 | 13.62 | -5.11 | 4.31 | -12.58 | 28.86 | -15.57 | 15.24 | 13.19 | -4.84 | 5.71 | 29.52 | 9.01 | -7.62 | 16.81 | 27.67 | -38.34 | -0.25 |
| Sharpe Ratio | NA | 2.66 | 1.31 | 0.34 | 0.34 | NA | NA | … | … | 2.50 | 1.09 | 1.12 | 0.77 | -0.33 | 0.19 | -0.33 | 1.96 | -1.01 | 1.64 | 0.62 | -0.29 | 0.46 | 2.33 | 0.58 | -0.29 | 0.90 | 0.99 | -0.89 | -0.21 |
| Standard Deviation(%) | NA | 12.53 | 14.47 | 17.61 | 20.00 | NA | NA | … | … | 14.44 | 17.82 | 12.26 | 13.08 | 20.16 | 22.63 | 38.94 | 13.94 | 16.92 | 8.92 | 20.79 | 16.68 | 12.39 | 12.66 | 15.67 | 26.03 | 18.59 | 27.72 | 44.03 | 15.76 |
| Draw Down(%) | NA | 6.14 | 17.02 | 28.87 | 41.80 | NA | NA | … | … | 6.14 | 17.02 | 7.12 | 10.09 | 17.77 | 20.66 | 41.80 | 9.07 | 25.47 | 4.48 | 13.95 | 15.38 | 12.02 | 5.64 | 14.65 | 25.44 | 14.33 | 27.38 | 53.25 | 14.02 |
| Yield(%) | 0.00 | 7.78 | 6.46 | 3.50 | 7.61 | 8.12 | 5.55 | … | … | 0.00 | 8.14 | 7.26 | 2.23 | 0.61 | 1.12 | 3.13 | 15.88 | 21.40 | 24.37 | 10.92 | 35.71 | 48.79 | 3.08 | 1.18 | 1.23 | 0.50 | 0.00 | 0.36 | 0.40 |
Data as of 06/08/2026, Common starting date is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCAX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS A) |
-11.30%
Jun 2007 – Jun 2010 |
-5.21%
May 2007 – May 2012 |
2.48%
May 2007 – May 2017 |
1.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCAX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS A) |
23.57%
May 2023 – May 2026 |
18.90%
Feb 2009 – Feb 2014 |
11.74%
Feb 2009 – Feb 2019 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart