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Nuveen NWQ Multi-Cap Value I (NQVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.56-0.09 (-0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.68%
5-year average return11.10%
Number of years up17
Number of years down9
Best 1-yr total return (4 Jul 2024)35.38%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.38%
Worst 3-yr total return2.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNQVRXCategory
YTD9.64%21.28%
1-month0.70%-1.96%
3-month1.28%4.90%
1-year15.60%55.83%
3-year8.60%11.08%
5-year11.34%11.93%
10-year8.08%10.64%
Last bull market20.80%25.54%
Last bear market-13.46%-22.08%

Annual total return (%) history

Year
NQVRXCategory
2024
N/AN/A
2023
15.94%N/A
2022
-1.04%N/A
2021
28.56%N/A
2020
-0.28%2.63%
2019
30.36%25.18%
2018
-14.39%-12.86%
2017
18.67%13.22%
2016
14.65%18.06%
2015
-6.62%-5.41%
2014
-0.04%9.31%
2013
34.41%35.14%
2012
12.31%16.60%
2011
-5.61%-3.96%
2010
20.72%21.92%
2009
35.38%35.41%
2008
-48.40%-36.77%
2007
-6.26%0.83%
2006
16.66%15.87%
2005
11.41%8.82%
2004
22.20%17.85%
2003
47.79%33.85%
2002
-8.63%-13.25%
2001
6.09%6.67%
2000
11.50%18.45%
1999
20.86%8.50%
1998
7.41%1.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.25%1.28%N/AN/A
20233.21%6.53%-2.72%8.39%
20224.11%-13.46%-3.06%13.31%
202118.44%6.60%-2.51%4.45%
2020-32.88%18.64%2.89%21.71%
201917.78%4.32%0.18%5.90%
2018-3.36%6.20%3.68%-19.54%
20175.15%4.01%3.07%5.29%
20161.90%-0.33%5.58%6.91%
20151.92%-0.61%-11.85%4.58%
20141.01%4.03%-4.64%-0.23%
201311.44%4.41%5.43%9.57%
201214.67%-7.35%4.40%1.26%
20117.96%-3.23%-19.14%11.74%
20106.91%-9.29%11.47%11.69%
2009-9.57%19.80%22.91%1.67%
2008-12.85%-2.89%-18.27%-25.40%
20071.26%5.12%-5.98%-6.33%
20065.87%1.32%1.68%6.95%
2005-1.63%3.16%6.76%2.83%
20047.03%3.06%0.76%9.95%
2003-1.71%26.59%4.19%14.00%
20027.57%-6.11%-21.81%15.68%
2001-0.18%5.95%-9.35%10.66%
20000.08%-4.14%7.28%8.34%
19994.92%16.05%-12.13%12.96%
199814.33%-0.97%-17.83%15.45%

Rank in category (by total return)

YTD4
1-month1
3-month1
1-year23
3-year8
5-year18

Load adjusted returns

1-year15.60%
3-year8.60%
5-year11.34%
10-year8.08%