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Nuveen Multi Cap Value C (NQVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.12+0.34 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.12%
5-year average return10.23%
Number of years up13
Number of years down8
Best 1-yr total return (27 Jun 2024)33.94%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.94%
Worst 3-yr total return1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNQVCXCategory
YTD8.45%21.28%
1-month4.39%-1.96%
3-month6.80%4.90%
1-year21.44%55.83%
3-year6.81%11.08%
5-year11.72%11.93%
10-year7.29%10.64%
Last bull market20.32%25.54%
Last bear market-13.68%-22.08%

Annual total return (%) history

Year
NQVCXCategory
2024
N/AN/A
2023
14.79%N/A
2022
-2.05%N/A
2021
27.27%N/A
2020
-1.26%2.63%
2019
29.03%25.18%
2018
-15.26%-12.86%
2017
17.51%13.22%
2016
13.51%18.06%
2015
-7.56%-5.41%
2014
-1.03%9.31%
2013
33.10%35.14%
2012
11.12%16.60%
2011
-6.48%-3.96%
2010
19.50%21.92%
2009
33.94%35.41%
2008
-48.88%-36.77%
2007
-7.21%0.83%
2006
15.50%15.87%
2005
10.33%8.82%
2004
20.94%17.85%
2003
46.34%33.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.01%N/AN/AN/A
20232.99%6.25%-2.98%8.12%
20223.85%-13.68%-3.29%12.99%
202118.10%6.35%-2.74%4.18%
2020-33.04%18.32%2.65%21.42%
201917.45%4.07%-0.10%5.66%
2018-3.61%5.94%3.40%-19.75%
20174.87%3.74%2.80%5.06%
20161.62%-0.53%5.29%6.65%
20151.66%-0.90%-12.04%4.31%
20140.78%3.71%-4.88%-0.45%
201311.21%4.13%5.15%9.30%
201214.35%-7.60%4.14%0.99%
20117.73%-3.48%-19.35%11.53%
20106.66%-9.49%11.19%11.33%
2009-9.83%19.48%22.64%1.38%
2008-13.07%-3.10%-18.50%-25.54%
20070.99%4.87%-6.20%-6.60%
20065.60%1.04%1.49%6.66%
2005-1.83%2.88%6.53%2.55%
20046.72%2.79%0.49%9.72%
2003-1.95%26.25%3.97%13.71%

Rank in category (by total return)

YTD20
1-month21
3-month5
1-year62
3-year21
5-year39

Load adjusted returns

1-year20.44%
3-year6.81%
5-year11.72%
10-year7.29%