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Nuveen Small/Mid Cap Value Fund (NSMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.56+0.40 (+1.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.45%
5-Year Average Return13.08%
Number of Years Up11
Number of Years Down6
Best 1 Yr Total Return (May 30, 2024)38.42%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return38.42%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNSMAXCategory
YTD4.17%20.19%
1-Month-4.83%0.02%
3-Month5.42%4.36%
1-Year17.58%60.18%
3-Year5.49%11.32%
5-Year10.02%13.88%
10-Year7.08%11.19%
Last Bull Market24.17%27.98%
Last Bear Market-14.64%-24.08%

Annual Total Return (%) History

Year
NSMAXCategory
2024
N/AN/A
2023
14.13%N/A
2022
-5.92%N/A
2021
33.54%N/A
2020
0.72%10.99%
2019
30.20%23.75%
2018
-18.58%-12.72%
2017
9.99%12.28%
2016
20.21%20.78%
2015
-5.51%-5.38%
2014
-0.62%3.79%
2013
38.42%37.39%
2012
8.82%15.46%
2011
2.55%-4.07%
2010
32.39%25.61%
2009
35.50%31.80%
2008
-44.75%-36.56%
2007
-4.47%-1.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.46%N/AN/AN/A
20232.04%4.49%-2.57%9.86%
2022-0.83%-14.64%-2.40%13.87%
202120.63%5.07%-2.86%8.47%
2020-33.49%19.49%2.74%23.36%
201915.84%4.22%1.49%6.26%
2018-1.40%6.54%0.00%-22.49%
20173.78%-2.32%3.19%5.15%
20161.72%0.14%6.23%11.08%
20151.91%-2.07%-12.26%7.91%
20141.52%1.66%-6.37%2.85%
201311.82%4.43%6.33%11.48%
20127.57%-5.35%4.23%2.54%
201111.22%-4.78%-17.98%18.06%
20107.89%-6.59%12.72%16.55%
2009-16.13%25.71%22.26%5.11%
2008-9.65%-0.29%-12.81%-29.66%
20071.81%5.69%-10.29%-1.03%

Rank In Category (By Total Return)

YTD5
1-Month8
3-Month5
1-Year22
3-Year4
5-Year9

Load Adjusted Returns

1-Year10.82%
3-Year3.43%
5-Year8.72%
10-Year6.45%