Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUGCX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS C) | 2.60% | 9.72% | 11.78% | 6.96% | 7.94% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUGCX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS C) | 06/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 9.72 | 11.78 | 6.96 | 7.94 | NA | NA | … | … | 2.60 | 10.63 | 14.22 | 13.32 | -10.74 | 18.81 | 2.93 | 25.67 | -9.85 | 18.67 | 5.10 | -1.27 | 4.34 | 18.84 | 11.65 |
| Sharpe Ratio | NA | 0.65 | 0.71 | 0.32 | 0.41 | NA | NA | … | … | 0.30 | 0.52 | 1.02 | 0.89 | -0.63 | 1.73 | 0.08 | 2.45 | -0.86 | 3.14 | 0.35 | -0.09 | 0.42 | 1.79 | 1.94 |
| Standard Deviation(%) | NA | 10.84 | 12.29 | 13.78 | 15.53 | NA | NA | … | … | 12.36 | 14.88 | 10.36 | 10.99 | 19.39 | 10.88 | 31.74 | 9.89 | 13.19 | 5.76 | 13.77 | 14.12 | 10.27 | 10.50 | 11.49 |
| Draw Down(%) | NA | 8.69 | 15.44 | 21.75 | 33.70 | NA | NA | … | … | 8.69 | 15.44 | 5.34 | 11.29 | 21.75 | 4.60 | 33.70 | 5.06 | 18.47 | 1.49 | 10.37 | 13.26 | 8.13 | 8.79 | 6.10 |
| Yield(%) | 0.00 | 10.38 | 6.92 | 5.67 | 5.74 | 5.76 | 4.32 | … | … | 0.00 | 10.80 | 7.39 | 0.67 | 2.79 | 7.55 | 0.97 | 2.36 | 3.32 | 15.08 | 0.74 | 1.07 | 3.73 | 2.24 | 1.09 |
Data as of 06/08/2026, Common starting date is 06/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUGCX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS C) |
0.36%
Mar 2017 – Mar 2020 |
1.43%
Mar 2015 – Mar 2020 |
5.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUGCX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS C) |
16.93%
Sep 2022 – Sep 2025 |
11.91%
Mar 2020 – Mar 2025 |
9.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart