Nasdaq - Delayed Quote
USD
Nuveen Small-Cap Value Opps I (NSCRX)
60.17
-1.17
(-1.91%)
At close: October 30 at 8:08:29 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.05% |
|---|---|
| 5y Average Return | 11.20% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 41.15% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 41.15% |
| Worst 3Y Total Return | 0.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NSCRX
Category
- YTD
- 18.24%
- 20.19%
- 1-Month
- -3.52%
- 0.02%
- 3-Month
- -4.83%
- 4.36%
- 1-Year
- 21.21%
- 60.18%
- 3-Year
- 20.14%
- 11.32%
- 5-Year
- 12.02%
- 13.88%
- 10-Year
- 10.39%
- 11.19%
- Last Bull Market
- 27.22%
- 27.98%
- Last Bear Market
- -14.60%
- -24.08%
Annual Total Return (%) History
Year
NSCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.01% | 20.61% | -4.83% | -- |
|
2025
|
-5.98% | 3.73% | 7.40% | 2.51% |
|
2024
|
7.37% | -0.93% | 11.37% | 1.40% |
|
2023
|
2.03% | 2.48% | -1.88% | 13.71% |
|
2022
|
-1.60% | -14.60% | -1.58% | 14.54% |
|
2021
|
20.23% | 5.20% | -4.26% | 4.65% |
|
2020
|
-34.30% | 18.35% | 1.02% | 27.90% |
|
2019
|
13.25% | 1.95% | 1.08% | 7.19% |
|
2018
|
-1.17% | 6.65% | -1.44% | -22.02% |
|
2017
|
1.92% | -1.16% | 5.18% | 5.73% |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 17 |
|---|---|
| 3-Month | 12 |
| 1-Year | 12 |
| 3-Year | 8 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 21.21% |
| 3-Year | 20.14% |
|---|---|
| 5-Year | 12.02% |
| 10-Year | 10.39% |
Performance & Risk
| YTD Return | 19.05% |
| 5y Average Return | 11.20% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Nuveen |
| Net Assets | 301.04M |
| YTD Return | 18.24% |
| Yield | 0.56% |
| Morningstar Rating | |
| Inception Date | Dec 08, 2004 |
Fund Summary
Under normal market conditions,the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000® Value Index or the Standard & Poor’s SmallCap 600 Index.
