Nasdaq - Delayed Quote USD

Nuveen Equity Long/Short C (NELCX)

52.63
+0.19
+(0.36%)
At close: February 18 at 6:47:33 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.01%
5y Average Return 10.67%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Feb 14, 2025) 31.57%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 31.57%
Worst 3Y Total Return 0.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NELCX
Category
YTD
2.40%
9.18%
1-Month
2.40%
-0.20%
3-Month
5.36%
3.85%
1-Year
20.60%
22.90%
3-Year
9.32%
7.45%
5-Year
11.38%
7.00%
10-Year
7.71%
4.81%
Last Bull Market
15.73%
11.80%
Last Bear Market
-11.40%
-12.04%

Annual Total Return (%) History

Year
NELCX
Category
2024
19.33%
--
2023
22.88%
--
2022
-15.79%
--
2021
31.57%
--
2020
-1.78%
7.89%
2019
5.28%
11.90%
2018
-3.30%
-6.29%
2017
18.09%
11.18%

2016
3.73%
2.34%
2015
-0.69%
-2.02%
2014
7.87%
2.92%
2013
30.45%
14.62%
2012
9.92%
5.15%
2011
-5.47%
-2.81%
2010
10.30%
4.13%
2009
19.16%
10.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.46% 3.10% 2.73% 3.88%
2023 3.63% 9.43% -0.02% 8.38%
2022 -4.89% -11.40% -4.20% 4.30%
2021 13.79% 7.02% -1.53% 9.73%
2020 -18.07% 13.24% 1.18% 4.62%
2019 -0.08% 1.21% 0.60% 3.49%
2018 1.70% 1.44% 4.45% -10.26%
2017 5.21% 0.17% 5.81% 5.91%
2016 -3.85% -4.60% 5.58% 7.11%
2015 -1.79% 1.25% -3.37% 3.36%

2014 -1.55% 0.58% 1.50% 7.33%
2013 8.98% 4.06% 4.20% 10.38%
2012 15.30% -5.71% 3.35% -2.18%
2011 3.34% 1.45% -17.98% 9.94%
2010 3.49% -11.57% 9.05% 10.53%
2009 -11.68% 16.49% 8.88% 6.37%

Rank in Category (By Total Return)

YTD 68
1-Month 68
3-Month 37
1-Year 20
3-Year 26
5-Year 16

Load Adjusted Returns

1-Year 19.60%
3-Year 9.32%
5-Year 11.38%
10-Year 7.71%

Performance & Risk

YTD Return 3.01%
5y Average Return 10.67%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Nuveen
Net Assets 149.36M
YTD Return 2.40%
Yield 0.00%
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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