Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) | 17.23% | 32.73% | 20.41% | 6.54% | 8.66% | 9.96% | 7.27% | … | … |
Data as of 06/05/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) | 07/28/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 32.73 | 20.41 | 6.54 | 8.66 | 9.96 | 7.27 | … | … | 17.23 | 7.06 | 19.94 | 16.34 | -11.11 | 13.14 | 0.16 | 24.86 | -19.30 | 11.83 | 21.37 | -4.09 | 6.53 | 40.77 | 18.26 | -0.08 | 34.55 | 32.45 | -46.45 | -3.57 | 18.82 | 0.39 |
| Sharpe Ratio | NA | 1.92 | 0.94 | 0.23 | 0.33 | NA | NA | … | … | 2.80 | 0.20 | 0.93 | 0.74 | -0.53 | 0.56 | 0.00 | 1.46 | -1.19 | 0.90 | 1.17 | -0.25 | 0.40 | 2.75 | 1.04 | 0.00 | 1.42 | 0.81 | -1.01 | -0.32 | 0.91 | -0.11 |
| Standard Deviation(%) | NA | 17.74 | 18.47 | 20.33 | 22.55 | NA | NA | … | … | 18.84 | 20.58 | 17.55 | 17.27 | 23.85 | 23.49 | 43.69 | 16.04 | 17.44 | 12.53 | 18.16 | 16.27 | 16.18 | 14.83 | 17.60 | 31.23 | 24.24 | 40.09 | 46.58 | 21.38 | 17.07 | 15.15 |
| Draw Down(%) | NA | 8.75 | 23.66 | 30.34 | 47.44 | NA | NA | … | … | 8.75 | 19.26 | 8.84 | 12.13 | 19.96 | 19.25 | 44.02 | 11.01 | 29.54 | 9.04 | 12.54 | 16.85 | 13.05 | 5.81 | 10.64 | 24.66 | 20.57 | 40.00 | 61.26 | 19.88 | 14.38 | 9.09 |
| Yield(%) | 0.00 | 9.71 | 13.34 | 6.31 | 6.75 | 8.16 | 5.96 | … | … | 0.00 | 9.23 | 25.43 | 0.73 | 0.00 | 0.20 | 0.59 | 7.28 | 9.91 | 4.30 | 3.36 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.06 | 0.00 | 2.65 | 0.68 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) |
-24.15%
Feb 2006 – Feb 2009 |
-3.63%
Mar 2015 – Mar 2020 |
4.03%
Oct 2013 – Oct 2023 |
4.17%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCAX (NUVEEN NWQ SMALL-CAP VALUE FUND NUVEEN NWQ SMALL-CAP VALUE FUND – CLASS A) |
35.38%
Feb 2009 – Feb 2012 |
31.18%
Feb 2009 – Feb 2014 |
17.42%
Feb 2009 – Feb 2019 |
13.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
