Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWQIX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS I) | 4.62% | 13.88% | 9.63% | 3.68% | 5.14% | 5.11% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/10/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWQIX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS I) | 12/10/2009 | 06/05/2026 |
| 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 (%) | -0.35 | 13.88 | 9.63 | 3.68 | 5.14 | 5.11 | NA | … | … | 4.62 | 11.25 | 6.03 | 8.97 | -13.89 | 5.16 | 5.54 | 18.52 | -4.51 | 9.16 | 9.73 | 0.74 | 10.18 | 0.31 | 15.60 | -0.56 | 13.58 | 1.90 |
| Sharpe Ratio | NA | 2.89 | 1.40 | 0.20 | 0.55 | NA | NA | … | … | 1.88 | 1.92 | 0.61 | 0.89 | -1.79 | 1.50 | 0.38 | 5.71 | -1.40 | 2.98 | 1.62 | 0.13 | 2.56 | 0.05 | 3.87 | -0.05 | 1.58 | 10.65 |
| Standard Deviation(%) | NA | 3.88 | 4.54 | 5.67 | 6.36 | NA | NA | … | … | 4.58 | 4.37 | 3.97 | 6.04 | 8.57 | 3.42 | 13.71 | 2.98 | 4.22 | 2.86 | 5.89 | 5.30 | 3.96 | 5.09 | 4.05 | 12.91 | 8.53 | 3.77 |
| Draw Down(%) | NA | 2.94 | 5.20 | 17.99 | 23.89 | NA | NA | … | … | 2.94 | 4.69 | 2.56 | 6.05 | 17.99 | 2.36 | 23.89 | 1.26 | 7.07 | 1.69 | 5.99 | 6.36 | 5.49 | 8.53 | 2.80 | 11.56 | 6.98 | 0.34 |
| Yield(%) | 0.41 | 5.96 | 5.75 | 4.82 | 5.27 | 5.28 | 4.92 | … | … | 2.13 | 5.94 | 5.25 | 5.68 | 5.42 | 4.63 | 4.83 | 6.36 | 5.21 | 5.85 | 5.30 | 5.43 | 5.60 | 5.57 | 9.65 | 6.49 | 5.57 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NWQIX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS I) |
-1.97%
Sep 2019 – Sep 2022 |
0.93%
Sep 2017 – Sep 2022 |
3.41%
May 2013 – May 2023 |
4.76%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWQIX (NUVEEN NWQ FLEXIBLE INCOME FUND CLASS I) |
9.94%
May 2023 – May 2026 |
7.88%
Jan 2016 – Jan 2021 |
6.90%
Jan 2010 – Jan 2020 |
5.22%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart