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
NSCFX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R6) 17.45% 33.39% 20.92% 10.75% 14.62% NA NA
Data as of 06/05/2026, Common starting date is 02/21/2013
More Performance Analytics Comparison
Name Start Date End Date
NSCFX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R6) 02/21/2013 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
Annualized Return (%) -1.65 33.39 20.92 10.75 14.62 NA NA 17.45 1.38 20.36 16.80 -5.12 27.00 0.78 72.22 -18.97 12.30 21.89 -3.71 6.92 35.11
Sharpe Ratio NA 1.71 0.95 0.42 0.58 NA NA 2.23 -0.07 0.95 0.77 -0.28 1.27 0.01 3.44 -1.17 0.94 1.20 -0.23 0.43 2.78
Standard Deviation(%) NA 17.97 18.50 19.77 22.69 NA NA 19.27 22.23 17.56 17.28 23.48 21.22 43.74 20.58 17.44 12.49 18.10 16.26 16.19 15.03
Draw Down(%) NA 8.65 23.55 23.55 43.95 NA NA 8.65 19.20 8.83 12.07 19.83 10.38 43.95 9.03 29.39 8.93 12.51 16.72 12.94 5.79
Yield(%) 0.00 9.44 13.03 9.17 11.77 11.49 8.62 0.00 8.98 24.41 1.13 5.51 12.76 1.01 41.81 9.58 4.18 3.28 0.15 0.00 0.00
Data as of 06/05/2026, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSCFX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R6) 0.35%
Mar 2017 – Mar 2020
2.69%
Dec 2013 – Dec 2018
9.72%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSCFX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R6) 30.14%
Dec 2018 – Dec 2021
19.56%
Dec 2018 – Dec 2023
15.02%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return