Nasdaq - Delayed Quote USD

Nuveen Small Cap Select I (ARSTX)

14.17
-0.04
(-0.28%)
At close: 4:26:28 PM EDT

Fund Summary

Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000® Index on the last business day of the month in which its most recent reconstitution was completed.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.27%
Worst 1Y Total Return --
Number of Years Up 24
Number of Years Down 8

Performance & Risk

YTD Return -7.00%
5y Average Return 10.97%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ARSTXCategory AverageARSTXCategory AverageARSTXCategory Average
Alpha -6.81 -0.09 -3.29 -0.06 -5.44 -0.06
BETA 1.13 0.01 1.07 0.01 1.2 0.01
Mean Annual Return 0.6 0.01 1.12 0.01 0.8 0.01
R-squared 74.61 0.83 71.3 0.77 77.58 0.78
Standard Deviation 21.44 0.26 20.39 0.21 20.9 0.19
Sharpe Ratio 0.12 0 0.52 0.01 0.36 0.01
Treynor Ratio 0.3 0.08 8.63 0.1 4.68 0.09

Related Tickers