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
NSCQX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R3) NA 59.78% 6.09% 9.81% 11.91% NA NA
Data as of 08/04/2021, Common starting date is 11/03/2009
More Performance Analytics Comparison
Name Start Date End Date
NSCQX (NUVEEN NWQ SMALL-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 59.78 6.09 9.81 11.91 NA NA 27.67 -0.42 24.48 -19.38 11.49 20.99 -4.35 6.26 40.47 17.92 -0.29 34.03 7.73
Sharpe Ratio NA 2.75 0.19 0.38 0.52 NA NA 2.61 -0.01 1.44 -1.19 0.87 1.14 -0.27 0.39 2.73 1.02 -0.01 1.40 2.69
Standard Deviation(%) NA 21.72 29.06 24.21 22.26 NA NA 19.76 43.43 16.06 17.43 12.53 18.13 16.23 16.18 14.80 17.58 31.23 24.23 22.27
Draw Down(%) NA 11.09 47.41 47.60 47.60 NA NA 9.13 44.02 11.08 29.52 9.12 12.56 16.91 13.10 5.82 10.75 24.75 20.71 3.94
Yield(%) 0.00 0.48 4.90 5.24 5.07 4.60 3.45 0.00 0.38 7.40 10.06 4.35 3.39 0.15 0.00 0.00 0.00 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
NSCQX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R3) -10.33%
Mar 2017 – Mar 2020
-3.87%
Mar 2015 – Mar 2020
6.16%
Mar 2010 – Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSCQX (NUVEEN NWQ SMALL-CAP VALUE FUND CLASS R3) 24.12%
Sep 2011 – Sep 2014
18.94%
Jun 2010 – Jun 2015
11.78%
Dec 2009 – Dec 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return