Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSMRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS I) | 15.29% | 31.96% | 19.31% | 7.56% | 9.84% | 9.26% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSMRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS I) | 01/23/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.26 | 31.96 | 19.31 | 7.56 | 9.84 | 9.26 | NA | … | … | 15.29 | 12.10 | 20.17 | 14.45 | -10.34 | 15.80 | 0.97 | 30.56 | -19.00 | 10.29 | 20.47 | -5.24 | -0.38 | 38.76 | 9.15 | 2.78 | 32.67 | 35.93 | -45.28 | -4.75 |
| Sharpe Ratio | NA | 1.85 | 0.97 | 0.25 | 0.37 | NA | NA | … | … | 2.04 | 0.44 | 1.05 | 0.69 | -0.50 | 0.65 | 0.02 | 1.89 | -1.13 | 0.79 | 1.22 | -0.34 | -0.03 | 2.65 | 0.52 | 0.09 | 1.46 | 0.92 | -0.98 | -0.40 |
| Standard Deviation(%) | NA | 17.55 | 17.95 | 20.25 | 21.95 | NA | NA | … | … | 19.35 | 21.19 | 15.74 | 15.84 | 23.72 | 24.34 | 41.40 | 15.38 | 18.15 | 12.30 | 16.65 | 15.52 | 15.37 | 14.63 | 17.77 | 30.14 | 22.30 | 39.11 | 47.02 | 20.45 |
| Draw Down(%) | NA | 10.55 | 24.02 | 29.45 | 44.57 | NA | NA | … | … | 10.55 | 22.09 | 9.20 | 10.58 | 18.63 | 19.40 | 43.39 | 8.30 | 29.20 | 8.78 | 12.54 | 16.30 | 14.81 | 6.05 | 14.15 | 25.77 | 15.92 | 37.16 | 60.97 | 22.61 |
| Yield(%) | 0.00 | 7.38 | 7.43 | 3.83 | 6.08 | 5.99 | 4.30 | … | … | 0.00 | 7.24 | 12.02 | 0.79 | 0.00 | 0.44 | 0.46 | 0.72 | 24.70 | 5.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 |
Data as of 06/10/2026, Common starting date is 01/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSMRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS I) |
-12.63%
Jun 2007 – Jun 2010 |
-2.76%
Mar 2015 – Mar 2020 |
3.91%
Oct 2013 – Oct 2023 |
3.97%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSMRX (NUVEEN NWQ SMALL/MID-CAP VALUE FUND CLASS I) |
37.11%
Feb 2009 – Feb 2012 |
29.62%
Feb 2009 – Feb 2014 |
15.68%
Feb 2009 – Feb 2019 |
12.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart