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Nasdaq - Delayed Quote USD

Nuveen Global Real Estate Securities A (NGJAX)

18.36
+0.06
+(0.33%)
At close: 8:06:46 AM EDT

Fund Summary

Under normal circumstances, 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, preferred securities and other equity securities issued by U.S. and non-U.S. companies in the real estate industry, including real estate investment trusts ("REITs") and similar REIT-like entities. It may utilize derivatives, including options, futures contracts, options on futures contracts, and forward foreign currency exchange contracts.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.21%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 2.09%
5y Average Return 7.05%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NGJAXCategory AverageNGJAXCategory AverageNGJAXCategory Average
Alpha -10.53 -0.04 -9.13 -0.06 -- -0.02
BETA 1.08 0.01 1.04 0.01 -- 0.01
Mean Annual Return -0.01 0.01 0.41 0.01 -- 0.01
R-squared 77.51 0.74 81.26 0.68 -- 0.66
Standard Deviation 19.57 0.19 19.66 0.16 -- 0.15
Sharpe Ratio -0.23 0 0.11 0 -- 0
Treynor Ratio -5.97 0.08 0.23 0.06 -- 0.07

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