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Nasdaq - Delayed Quote USD

Nuveen Equity Long/Short A (NELAX)

55.64
+0.26
+(0.47%)
At close: 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.83%
5y Average Return 13.94%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Mar 31, 2025) 32.55%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 32.55%
Worst 3Y Total Return 0.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NELAX
Category
YTD
1.05%
9.18%
1-Month
-1.38%
-0.20%
3-Month
-0.80%
3.85%
1-Year
15.14%
22.90%
3-Year
10.74%
7.45%
5-Year
13.47%
7.00%
10-Year
7.93%
4.81%
Last Bull Market
16.24%
11.80%
Last Bear Market
-11.23%
-12.04%

Annual Total Return (%) History

Year
NELAX
Category
2024
20.24%
--
2023
23.77%
--
2022
-15.15%
--
2021
32.55%
--
2020
-1.03%
7.89%
2019
6.07%
11.90%
2018
-2.57%
-6.29%
2017
19.00%
11.18%

2016
4.49%
2.34%
2015
0.06%
-2.02%
2014
8.69%
2.92%
2013
31.37%
14.62%
2012
10.83%
5.15%
2011
-4.76%
-2.81%
2010
11.12%
4.13%
2009
20.09%
10.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.67% 3.31% 2.90% 4.08%
2023 3.81% 9.65% 0.17% 8.55%
2022 -4.71% -11.23% -4.03% 4.52%
2021 14.00% 7.21% -1.36% 9.96%
2020 -17.91% 13.45% 1.36% 4.85%
2019 0.08% 1.44% 0.75% 3.71%
2018 1.87% 1.65% 4.65% -10.09%
2017 5.41% 0.35% 6.00% 6.13%
2016 -3.69% -4.39% 5.75% 7.30%
2015 -1.61% 1.42% -3.19% 3.57%

2014 -1.36% 0.75% 1.69% 7.54%
2013 9.16% 4.25% 4.40% 10.58%
2012 15.51% -5.49% 3.52% -1.93%
2011 3.51% 1.64% -17.82% 10.17%
2010 3.66% -11.39% 9.26% 10.71%
2009 -11.49% 16.68% 9.09% 6.59%

Rank in Category (By Total Return)

YTD 70
1-Month 64
3-Month 55
1-Year 23
3-Year 25
5-Year 16

Load Adjusted Returns

1-Year 8.51%
3-Year 8.57%
5-Year 12.13%
10-Year 7.29%

Performance & Risk

YTD Return -4.83%
5y Average Return 13.94%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Nuveen
Net Assets 144.97M
YTD Return 1.05%
Yield 0.62%
Morningstar Rating
Inception Date Dec 30, 2008

Fund Summary

The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the fund's benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies, though it may also invest in mid-capitalization companies.

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