Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQCQX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS R3) | NA | 45.02% | 8.81% | 10.73% | 9.08% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQCQX (NUVEEN NWQ LARGE-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 | 45.02 | 8.81 | 10.73 | 9.08 | NA | NA | … | … | 23.31 | -4.32 | 28.64 | -15.26 | 14.81 | 12.10 | -5.88 | 5.88 | 29.24 | 8.75 | -9.08 | 16.21 | 3.94 |
| Sharpe Ratio | NA | 2.98 | 0.33 | 0.47 | 0.44 | NA | NA | … | … | 3.50 | -0.12 | 1.97 | -0.98 | 1.59 | 0.58 | -0.36 | 0.47 | 2.30 | 0.56 | -0.35 | 0.87 | 1.89 |
| Standard Deviation(%) | NA | 15.08 | 24.63 | 21.13 | 19.57 | NA | NA | … | … | 12.24 | 37.34 | 13.83 | 16.90 | 8.97 | 20.55 | 16.59 | 12.38 | 12.71 | 15.74 | 26.01 | 18.57 | 14.55 |
| Draw Down(%) | NA | 7.64 | 42.00 | 42.00 | 42.00 | NA | NA | … | … | 4.57 | 42.00 | 9.21 | 25.10 | 4.65 | 13.91 | 15.46 | 12.07 | 5.65 | 14.73 | 25.47 | 14.58 | 2.85 |
| Yield(%) | 0.00 | 17.72 | 13.68 | 14.53 | 12.82 | 9.44 | 7.08 | … | … | 0.00 | 14.83 | 15.80 | 21.38 | 24.29 | 10.73 | 35.61 | 48.64 | 2.80 | 0.92 | 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 |
|---|---|---|---|---|
| NQCQX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS R3) |
-6.16%
Mar 2017 – Mar 2020 |
-2.16%
Mar 2015 – Mar 2020 |
2.92%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQCQX (NUVEEN NWQ LARGE-CAP VALUE FUND CLASS R3) |
16.84%
Sep 2011 – Sep 2014 |
11.31%
Jun 2016 – Jun 2021 |
8.27%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart