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
NWCAX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS A) 4.83% 15.14% 21.95% 12.25% 16.89% 14.91% NA
Data as of 06/08/2026, Common starting date is 07/02/2009
More Performance Analytics Comparison
Name Start Date End Date
NWCAX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS A) 07/02/2009 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 2011 2010 2009
Annualized Return (%) -3.99 15.14 21.95 12.25 16.89 14.91 NA 4.83 12.46 29.17 43.27 -31.49 27.30 37.60 33.20 2.75 32.82 -2.30 6.38 10.18 35.99 12.87 -0.93 16.03 26.36
Sharpe Ratio NA 0.75 0.89 0.43 0.66 NA NA 0.41 0.40 1.33 2.39 -1.04 1.48 1.04 2.02 0.06 3.63 -0.09 0.37 0.68 2.80 0.88 -0.04 0.79 3.63
Standard Deviation(%) NA 16.53 20.23 22.49 23.24 NA NA 18.46 24.01 19.14 16.73 31.67 18.46 35.90 15.75 21.75 8.89 27.36 17.00 14.97 12.84 14.64 25.98 20.24 16.43
Draw Down(%) NA 19.11 23.97 39.70 39.70 NA NA 15.65 23.97 13.55 10.44 37.35 9.43 29.95 7.71 23.07 2.88 16.71 13.32 9.64 6.78 13.57 20.62 16.59 6.31
Yield(%) 0.00 21.86 18.12 12.32 15.13 15.41 17.39 0.00 22.41 17.77 7.84 5.97 11.77 7.33 10.98 16.60 20.94 14.84 14.25 10.66 6.36 0.00 0.00 0.12 0.80
Data as of 06/08/2026, Common starting date is 07/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWCAX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS A) 4.62%
Dec 2013 – Dec 2016
8.55%
Feb 2011 – Feb 2016
11.93%
Sep 2012 – Sep 2022
13.30%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWCAX (NUVEEN WINSLOW LARGE-CAP GROWTH FUND CLASS A) 32.63%
Dec 2018 – Dec 2021
26.07%
Dec 2016 – Dec 2021
18.80%
Dec 2011 – Dec 2021
16.42%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return