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Nasdaq - Delayed Quote USD

Nuveen Multi Cap Value C (NQVCX)

50.28
-0.04
(-0.08%)
At close: 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.42%
5y Average Return 19.94%
Number of Years Up 14
Number of Years Down 8
Best 1Y Total Return (Mar 31, 2025) 33.10%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 33.10%
Worst 3Y Total Return 1.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NQVCX
Category
YTD
3.30%
21.28%
1-Month
-0.74%
-1.96%
3-Month
-2.33%
4.90%
1-Year
20.15%
55.83%
3-Year
10.74%
11.08%
5-Year
14.99%
11.93%
10-Year
8.63%
10.64%
Last Bull Market
20.24%
25.54%
Last Bear Market
-13.68%
-22.08%

Annual Total Return (%) History

Year
NQVCX
Category
2024
18.11%
--
2023
14.79%
--
2022
-2.05%
--
2021
27.27%
--
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
2024 8.01% 1.03% 6.64% 1.49%
2023 2.99% 6.25% -2.98% 8.12%
2022 3.85% -13.68% -3.29% 12.99%
2021 18.10% 6.35% -2.74% 4.18%
2020 -33.04% 18.32% 2.65% 21.42%
2019 17.45% 4.07% -0.10% 5.66%
2018 -3.61% 5.94% 3.40% -19.75%
2017 4.87% 3.74% 2.80% 5.06%
2016 1.62% -0.53% 5.29% 6.65%
2015 1.66% -0.90% -12.04% 4.31%

2014 0.78% 3.71% -4.88% -0.45%
2013 11.21% 4.13% 5.15% 9.30%
2012 14.35% -7.60% 4.14% 0.99%
2011 7.73% -3.48% -19.35% 11.53%
2010 6.66% -9.49% 11.19% 11.33%
2009 -9.83% 19.48% 22.64% 1.38%
2008 -13.07% -3.10% -18.50% -25.54%
2007 0.99% 4.87% -6.20% -6.60%
2006 5.60% 1.04% 1.49% 6.66%
2005 -1.83% 2.88% 6.53% 2.55%
2004 6.72% 2.79% 0.49% 9.72%
2003 -1.95% 26.25% 3.97% 13.71%

Rank in Category (By Total Return)

YTD 22
1-Month 35
3-Month 10
1-Year 6
3-Year 7
5-Year 18

Load Adjusted Returns

1-Year 19.15%
3-Year 10.74%
5-Year 14.99%
10-Year 8.63%

Performance & Risk

YTD Return -0.42%
5y Average Return 19.94%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Nuveen
Net Assets 484.92M
YTD Return 3.30%
Yield 0.57%
Morningstar Rating
Inception Date Dec 09, 2002

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of companies with large, medium and small capitalizations. It invests primarily in U.S. equity securities, but it may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.

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