Nasdaq - Delayed Quote USD

Nuveen Global Real Estate Securities R6 (NGJFX)

18.71
+0.05
+(0.27%)
At close: 8:01:46 PM 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 28.57%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 4.36%
5y Average Return 6.83%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NGJFXCategory AverageNGJFXCategory AverageNGJFXCategory Average
Alpha -11.21 -0.04 -6.04 -0.06 -- -0.02
BETA 1.1 0.01 1.01 0.01 -- 0.01
Mean Annual Return 0.03 0.01 0.63 0.01 -- 0.01
R-squared 78.01 0.74 77.56 0.68 -- 0.66
Standard Deviation 19.26 0.19 17.41 0.16 -- 0.15
Sharpe Ratio -0.22 0 0.27 0 -- 0
Treynor Ratio -5.54 0.08 3.31 0.06 -- 0.07

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