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Nuveen Small Cap Value A (FSCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.01+0.11 (+0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.65%
5-year average return4.71%
Number of years up21
Number of years down8
Best 1-yr total return (25 Apr 2024)38.67%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return38.67%
Worst 3-yr total return-3.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSCAXCategory
YTD5.50%26.79%
1-month5.57%-1.77%
3-month5.50%4.45%
1-year17.70%71.02%
3-year4.90%9.35%
5-year6.59%12.17%
10-year5.97%9.95%
Last bull market60.12%28.07%
Last bear market-12.66%-24.24%

Annual total return (%) history

Year
FSCAXCategory
2024
N/AN/A
2023
11.61%N/A
2022
-12.66%N/A
2021
35.01%N/A
2020
-4.44%4.02%
2019
16.99%21.43%
2018
-20.81%-15.46%
2017
6.08%8.54%
2016
30.83%25.99%
2015
2.73%-6.71%
2014
4.86%3.34%
2013
38.67%36.22%
2012
14.16%16.00%
2011
-0.09%-4.45%
2010
28.22%26.17%
2009
18.27%31.32%
2008
-29.90%-32.24%
2007
-6.00%-6.08%
2006
17.72%16.27%
2005
6.93%6.40%
2004
19.33%21.14%
2003
42.91%42.38%
2002
-14.34%-10.12%
2001
5.03%15.92%
2000
20.15%18.64%
1999
5.93%6.78%
1998
-8.47%-6.93%
1997
20.07%27.89%
1996
20.07%22.50%
1995
47.16%22.49%
1994
N/A-0.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.50%N/AN/AN/A
20230.04%2.63%-2.48%11.48%
2022-2.69%-12.66%-5.79%9.08%
202120.30%4.23%0.04%7.64%
2020-39.15%18.74%0.18%32.00%
201912.81%0.32%-1.31%4.74%
2018-3.11%3.89%-0.97%-20.56%
2017-0.61%-0.54%2.73%4.46%
20161.41%5.05%6.92%14.86%
20154.75%2.07%-7.46%3.82%
20142.87%2.36%-7.81%8.02%
201312.74%3.25%7.80%10.52%
201211.88%-5.97%6.02%2.35%
20117.63%-1.37%-21.39%19.73%
20109.44%-10.25%9.05%19.71%
2009-17.43%16.98%19.27%2.66%
2008-7.99%-2.37%0.20%-22.12%
20071.28%2.23%-3.92%-5.51%
200611.27%-2.48%1.03%7.38%
2005-1.55%3.60%2.32%2.47%
20045.51%1.08%-0.02%11.91%
2003-4.43%18.85%9.34%15.07%
20029.93%-4.61%-20.03%2.14%
2001-4.23%13.75%-17.33%16.63%
200010.68%-1.59%6.08%3.98%
1999-13.97%18.64%-2.65%6.61%
19989.28%-2.48%-23.21%11.84%
1997-0.07%12.13%17.41%-8.74%
19960.60%5.78%4.69%7.77%
19957.59%14.27%15.28%3.82%
1994-0.33%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month23
3-month38
1-year72
3-year63
5-year95

Load adjusted returns

1-year10.93%
3-year2.84%
5-year5.33%
10-year5.35%