Nasdaq - Delayed Quote USD

Nuveen Small-Cap Value Opportunities Fund (NSCAX)

46.82
+1.18
+(2.59%)
At close: 6:49:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.88%
5y Average Return 16.06%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (May 9, 2025) 40.77%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 40.77%
Worst 3Y Total Return 0.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NSCAX
Category
YTD
-9.28%
20.19%
1-Month
-3.45%
0.02%
3-Month
-10.75%
4.36%
1-Year
7.66%
60.18%
3-Year
9.83%
11.32%
5-Year
15.38%
13.88%
10-Year
7.05%
11.19%
Last Bull Market
28.65%
27.98%
Last Bear Market
-14.67%
-24.08%

Annual Total Return (%) History

Year
NSCAX
Category
2025
--
--
2024
19.82%
--
2023
16.34%
--
2022
-5.48%
--
2021
26.43%
--
2020
0.20%
10.99%
2019
24.80%
23.75%
2018
-19.19%
-12.72%

2017
11.76%
12.28%
2016
21.34%
20.78%
2015
-4.08%
-5.38%
2014
6.53%
3.79%
2013
40.77%
37.39%
2012
18.26%
15.46%
2011
-0.08%
-4.07%
2010
34.38%
25.61%
2009
32.45%
31.80%
2008
-46.45%
-36.56%
2007
-3.52%
-1.10%
2006
18.83%
15.03%
2005
11.65%
6.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.04% -- -- --
2024 7.32% -0.99% 11.30% 1.33%
2023 1.94% 2.44% -1.95% 13.62%
2022 -1.65% -14.67% -1.62% 14.48%
2021 20.15% 5.16% -4.30% 4.57%
2020 -34.35% 18.31% 0.91% 27.85%
2019 13.18% 1.90% 1.00% 7.14%
2018 -1.24% 6.60% -1.50% -22.07%
2017 1.86% -1.23% 5.13% 5.66%
2016 1.91% -0.26% 8.37% 10.16%

2015 3.54% -1.54% -12.48% 7.51%
2014 1.65% 3.35% -6.57% 8.54%
2013 10.13% 4.41% 9.69% 11.61%
2012 8.41% -1.55% 6.57% 3.97%
2011 5.99% -2.40% -18.03% 17.84%
2010 10.03% -8.41% 11.97% 19.09%
2009 -16.56% 23.60% 25.53% 2.30%
2008 -10.16% 1.26% -8.46% -35.69%
2007 3.92% 6.13% -8.57% -4.32%
2006 14.24% -1.17% -3.22% 8.76%
2005 -1.09% 0.29% 8.49% 3.75%

Rank in Category (By Total Return)

YTD 26
1-Month 65
3-Month 12
1-Year 4
3-Year 3
5-Year 6

Load Adjusted Returns

1-Year 1.47%
3-Year 7.68%
5-Year 14.02%
10-Year 6.42%

Performance & Risk

YTD Return -5.88%
5y Average Return 16.06%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Nuveen
Net Assets 222.39M
YTD Return -9.28%
Yield 0.82%
Morningstar Rating
Inception Date Dec 08, 2004

Fund Summary

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. 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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