Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWQCX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS C) | 4.16% | 12.63% | 8.44% | 2.66% | 4.09% | 4.06% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/10/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWQCX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS C) | 12/10/2009 | 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 (%) | -0.40 | 12.63 | 8.44 | 2.66 | 4.09 | 4.06 | NA | … | … | 4.16 | 10.17 | 4.97 | 7.83 | -14.39 | 3.92 | 4.49 | 17.36 | -5.38 | 8.07 | 7.91 | -0.28 | 9.10 | -0.77 | 14.51 | -1.59 | 12.55 | 1.85 |
| Sharpe Ratio | NA | 2.66 | 1.18 | 0.03 | 0.40 | NA | NA | … | … | 1.69 | 1.71 | 0.34 | 0.71 | -1.85 | 1.18 | 0.31 | 5.47 | -1.65 | 2.76 | 1.33 | -0.06 | 2.34 | -0.16 | 3.75 | -0.13 | 1.47 | 11.08 |
| Standard Deviation(%) | NA | 3.80 | 4.47 | 5.60 | 6.31 | NA | NA | … | … | 4.49 | 4.28 | 3.95 | 5.89 | 8.56 | 3.31 | 13.71 | 2.90 | 4.12 | 2.70 | 5.78 | 5.23 | 3.88 | 5.02 | 3.89 | 12.86 | 8.49 | 3.52 |
| Draw Down(%) | NA | 3.00 | 5.33 | 18.65 | 23.95 | NA | NA | … | … | 3.00 | 4.74 | 2.57 | 6.66 | 18.64 | 2.41 | 23.95 | 1.27 | 7.29 | 1.65 | 6.42 | 6.80 | 5.75 | 8.79 | 2.84 | 11.58 | 7.00 | 0.34 |
| Yield(%) | 0.00 | 4.95 | 4.70 | 3.98 | 4.31 | 4.34 | 4.04 | … | … | 1.73 | 4.93 | 4.23 | 4.70 | 4.83 | 3.43 | 3.89 | 5.31 | 4.31 | 4.80 | 3.58 | 4.43 | 4.54 | 4.55 | 8.70 | 5.46 | 4.78 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/10/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQCX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS C) |
-3.02%
Sep 2019 – Sep 2022 |
-0.10%
Sep 2017 – Sep 2022 |
2.31%
Sep 2012 – Sep 2022 |
3.68%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQCX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS C) |
8.85%
May 2023 – May 2026 |
6.76%
Jan 2016 – Jan 2021 |
5.78%
Jan 2010 – Jan 2020 |
4.15%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart