Nasdaq - Delayed Quote USD

Nuveen Small-Cap Value Opportunities Fund (NSCRX)

54.44 +0.12 (+0.22%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.83%
5y Average Return 8.85%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 41.15%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 41.15%
Worst 3Y Total Return 0.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NSCRX
Category
YTD
7.37%
20.19%
1-Month
6.94%
0.02%
3-Month
7.37%
4.36%
1-Year
22.77%
60.18%
3-Year
7.75%
11.32%
5-Year
10.79%
13.88%
10-Year
7.74%
11.19%
Last Bull Market
52.65%
27.98%
Last Bear Market
-14.60%
-24.08%

Annual Total Return (%) History

Year
NSCRX
Category
2024
--
--
2023
16.67%
--
2022
-5.26%
--
2021
26.73%
--
2020
0.47%
10.99%
2019
25.10%
23.75%
2018
-18.99%
-12.72%
2017
12.04%
12.28%

2016
21.67%
20.78%
2015
-3.86%
-5.38%
2014
6.78%
3.79%
2013
41.15%
37.39%
2012
18.54%
15.46%
2011
0.20%
-4.07%
2010
34.67%
25.61%
2009
32.91%
31.80%
2008
-46.33%
-36.56%
2007
-3.26%
-1.10%
2006
19.14%
15.03%
2005
11.94%
6.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.37% -- -- --
2023 2.03% 2.48% -1.88% 13.71%
2022 -1.60% -14.60% -1.58% 14.54%
2021 20.23% 5.20% -4.26% 4.65%
2020 -34.30% 18.35% 1.02% 27.90%
2019 13.25% 1.95% 1.08% 7.19%
2018 -1.17% 6.65% -1.44% -22.02%
2017 1.92% -1.16% 5.18% 5.73%
2016 1.99% -0.21% 8.43% 10.25%
2015 3.59% -1.47% -12.44% 7.57%

2014 1.70% 3.39% -6.49% 8.60%
2013 10.22% 4.48% 9.77% 11.67%
2012 8.50% -1.50% 6.62% 4.03%
2011 6.07% -2.34% -17.97% 17.93%
2010 10.04% -8.33% 12.02% 19.17%
2009 -16.44% 23.67% 25.62% 2.39%
2008 -10.07% 1.30% -8.40% -35.69%
2007 3.99% 6.23% -8.52% -4.27%
2006 14.32% -1.10% -3.14% 8.79%
2005 -1.05% 0.38% 8.53% 3.84%

Rank in Category (By Total Return)

YTD 26
1-Month 1
3-Month 26
1-Year 21
3-Year 8
5-Year 25

Load Adjusted Returns

1-Year 22.77%
3-Year 7.75%
5-Year 10.79%
10-Year 7.74%

Performance & Risk

YTD Return 2.83%
5y Average Return 8.85%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Nuveen
Net Assets 210.93M
YTD Return 7.37%
Yield 0.58%
Morningstar Rating
Inception Date Dec 08, 2004

Fund Summary

The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000® Value Index or the Standard & Poor's SmallCap 600 Index. It invests primarily in U.S. equity securities, but it may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.

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