Nasdaq - Delayed Quote USD
Nuveen Small-Cap Value Opportunities Fund (NSCAX)
46.82
+1.18
+(2.59%)
At close: 6:49:23 PM EDT
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.
Risk Overview
Morningstar Risk Rating | |
Best 1Y Total Return | 40.77% |
Worst 1Y Total Return | -- |
Number of Years Up | 14 |
Number of Years Down | 6 |
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 |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
NSCAX | Category Average | NSCAX | Category Average | NSCAX | Category Average | |
Alpha | -1.58 | -0.09 | 1.02 | -0.06 | -5.01 | -0.06 |
BETA | 1.01 | 0.01 | 0.95 | 0.01 | 1.1 | 0.01 |
Mean Annual Return | 0.95 | 0.01 | 1.35 | 0.01 | 0.74 | 0.01 |
R-squared | 67.49 | 0.83 | 61.96 | 0.77 | 69.55 | 0.78 |
Standard Deviation | 20.06 | 0.26 | 19.39 | 0.21 | 20.25 | 0.19 |
Sharpe Ratio | 0.34 | 0 | 0.69 | 0.01 | 0.34 | 0.01 |
Treynor Ratio | 5.07 | 0.08 | 13.22 | 0.1 | 4.59 | 0.09 |
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