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Nasdaq - Delayed Quote USD

Nuveen Global Dividend Growth Fund (NUGCX)

30.93
-1.88
(-5.73%)
At close: April 4 at 8:01:46 PM EDT

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in dividend-paying equity securities, which include preferred securities. The minimum portion of the fund’s net assets invested in non-U.S. securities will be reduced to 50% of the MSCI World Index’s non-U.S. assets. The fund may invest up to 10% of its net assets in companies located in emerging market countries. It may invest in small-, mid- and large-cap companies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.68%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 3

Performance & Risk

YTD Return -4.42%
5y Average Return 12.17%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NUGCXCategory AverageNUGCXCategory AverageNUGCXCategory Average
Alpha -1.28 -0.01 -1.75 -0.01 -1.53 -0
BETA 0.89 0.01 0.9 0.01 0.9 0.01
Mean Annual Return 0.53 0.01 1.03 0.01 0.61 0.01
R-squared 92.98 0.95 91.62 0.93 93.61 0.91
Standard Deviation 15.05 0.18 14.8 0.15 13.88 0.15
Sharpe Ratio 0.12 0.01 0.65 0.01 0.39 0.01
Treynor Ratio 0.85 0.12 10.17 0.12 5.08 0.09

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