Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQVAX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS A) | 11.98% | 29.25% | 18.92% | 12.11% | 12.45% | 10.41% | 7.13% | … | … |
Data as of 06/08/2026, Common starting date is 12/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQVAX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS A) | 12/19/2002 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 29.25 | 18.92 | 12.11 | 12.45 | 10.41 | 7.13 | … | … | 11.98 | 17.62 | 18.95 | 15.65 | -1.27 | 28.22 | -0.51 | 30.00 | -14.58 | 18.36 | 14.36 | -6.86 | -0.25 | 34.12 | 11.96 | -5.84 | 20.77 | 34.94 | -48.50 | -6.58 | 16.34 | 11.16 | 21.92 | 47.24 | 0.54 |
| Sharpe Ratio | NA | 2.20 | 1.11 | 0.59 | 0.57 | NA | NA | … | … | 1.89 | 0.81 | 1.19 | 0.90 | -0.13 | 1.78 | -0.02 | 1.96 | -0.92 | 1.82 | 0.83 | -0.44 | -0.02 | 2.51 | 0.71 | -0.21 | 1.05 | 1.10 | -1.05 | -0.55 | 1.10 | 0.80 | 1.86 | 2.84 | 1.39 |
| Standard Deviation(%) | NA | 13.14 | 14.92 | 16.37 | 19.27 | NA | NA | … | … | 14.91 | 18.29 | 12.85 | 13.44 | 20.82 | 15.84 | 38.87 | 14.59 | 17.33 | 9.75 | 17.12 | 15.79 | 12.34 | 13.59 | 16.83 | 28.04 | 19.74 | 31.61 | 47.18 | 17.86 | 11.79 | 11.14 | 11.26 | 16.38 | 14.61 |
| Draw Down(%) | NA | 7.41 | 18.01 | 18.01 | 42.29 | NA | NA | … | … | 7.41 | 17.56 | 8.02 | 10.63 | 17.75 | 7.43 | 42.29 | 9.76 | 25.36 | 6.82 | 13.56 | 16.29 | 14.32 | 5.91 | 13.67 | 26.90 | 15.38 | 28.43 | 61.99 | 20.15 | 10.91 | 7.72 | 7.57 | 16.70 | 2.01 |
| Yield(%) | 0.00 | 1.88 | 1.84 | 1.60 | 2.24 | 2.18 | 1.84 | … | … | 0.00 | 1.92 | 1.89 | 1.21 | 1.13 | 1.58 | 3.05 | 1.40 | 0.00 | 2.03 | 0.90 | 0.72 | 0.69 | 0.46 | 0.46 | 0.00 | 0.29 | 0.34 | 0.00 | 4.19 | 5.62 | 1.79 | 1.31 | 3.74 | 0.45 |
Data as of 06/08/2026, Common starting date is 12/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVAX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS A) |
-23.64%
Feb 2006 – Feb 2009 |
-10.30%
Feb 2004 – Feb 2009 |
0.74%
Jan 2006 – Jan 2016 |
2.10%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVAX (NUVEEN NWQ MULTI-CAP VALUE FUND NUVEEN NWQ MULTI-CAP VALUE FUND – CLASS A) |
29.13%
Mar 2003 – Mar 2006 |
23.15%
Feb 2009 – Feb 2014 |
13.43%
Feb 2009 – Feb 2019 |
12.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart