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Nuveen Small Cap Growth Opp R3 (FMPYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.22+0.20 (+0.69%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return13.44%
5-year average return7.76%
Number of years up15
Number of years down5
Best 1-yr total return (3 Feb 2019)49.13%
Worst 1-yr total return (3 Feb 2019)-40.53%
Best 3-yr total return49.13%
Worst 3-yr total return-13.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMPYXCategory
YTD6.94%12.40%
1-month-5.18%3.37%
3-month-1.88%4.88%
1-year53.67%55.69%
3-year20.29%19.34%
5-year14.71%20.72%
10-year13.30%13.98%
Last bull market30.49%27.85%
Last bear market-25.36%-24.06%

Annual total return (%) history

Year
FMPYXCategory
2021
N/AN/A
2020
46.95%38.62%
2019
29.26%27.68%
2018
-5.65%-5.76%
2017
16.18%21.50%
2016
11.40%11.20%
2015
-4.28%-2.41%
2014
6.46%2.44%
2013
40.21%40.91%
2012
10.74%13.15%
2011
-5.43%-3.55%
2010
30.74%26.98%
2009
49.13%35.46%
2008
-40.53%-41.55%
2007
2.90%7.59%
2006
4.59%10.81%
2005
9.23%6.02%
2004
0.51%12.41%
2003
59.03%45.54%
2002
-25.78%-27.88%
2001
5.15%-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.90%N/AN/AN/A
2020-20.89%34.44%8.45%27.40%
201916.36%3.71%-5.29%13.09%
20183.11%8.87%7.97%-22.16%
20175.06%2.73%5.63%1.91%
2016-5.77%2.46%12.23%2.81%
20154.37%1.29%-13.64%4.84%
20141.95%0.55%-5.27%9.63%
201312.28%2.92%12.74%7.62%
201214.92%-7.54%5.55%-1.25%
20115.87%-0.58%-22.47%15.89%
20109.63%-9.07%9.97%19.25%
2009-7.23%27.71%17.61%7.03%
2008-14.36%4.57%-7.35%-28.33%
20073.76%5.62%-2.54%-3.66%
200611.87%-10.97%-3.14%8.42%
2005-1.76%2.34%6.42%2.09%
20044.07%-4.10%-13.14%15.96%
2003-7.69%34.02%11.88%14.91%
20021.31%-16.77%-23.09%14.43%
2001-7.67%20.49%-25.40%26.69%

Rank in category (by total return)

YTD46
1-month44
3-month41
1-year37
3-year34
5-year37

Load adjusted returns

1-year77.34%
3-year24.21%
5-year22.16%
10-year13.46%