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Nuveen NWQ Small-Cap Value R3 (NSCQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.31+0.07 (+0.13%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return12.76%
5-year average return5.96%
Number of years up7
Number of years down4
Best 1-yr total return (3 Feb 2019)40.47%
Worst 1-yr total return (3 Feb 2019)-19.38%
Best 3-yr total return40.47%
Worst 3-yr total return0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNSCQXCategory
YTD25.04%20.19%
1-month-0.78%0.02%
3-month7.13%4.36%
1-year61.12%60.18%
3-year5.86%11.32%
5-year8.11%13.88%
10-year10.65%11.19%
Last bull market27.05%27.98%
Last bear market-21.41%-24.08%

Annual total return (%) history

Year
NSCQXCategory
2021
N/AN/A
2020
-0.04%10.99%
2019
24.48%23.75%
2018
-19.38%-12.72%
2017
11.49%12.28%
2016
21.06%20.78%
2015
-4.35%-5.38%
2014
6.26%3.79%
2013
40.47%37.39%
2012
17.92%15.46%
2011
-0.29%-4.07%
2010
34.03%25.61%
2009
N/A31.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202120.08%N/AN/AN/A
2020-34.39%18.23%0.88%27.74%
201913.09%1.84%0.95%7.07%
2018-1.30%6.51%-1.55%-22.11%
20171.80%-1.28%5.05%5.60%
20161.85%-0.31%8.29%10.10%
20153.47%-1.60%-12.56%7.44%
20141.58%3.27%-6.61%8.46%
201310.05%4.39%9.62%11.54%
20128.32%-1.63%6.50%3.90%
20115.89%-2.43%-18.08%17.83%
20109.92%-8.47%11.93%19.03%
20092.24%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month13
3-month6
1-year65
3-year95
5-year92

Load adjusted returns

1-year69.31%
3-year7.79%
5-year10.81%
10-year10.22%