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Nuveen Small Cap Value Opportunities Fund: (MF: NSCFX)
(NASDAQ Mutual Funds) As of May 5, 2025 08:00 PM ET
$48.90 USD
-0.20 (-0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.93 | 17 |
| 3 months | -5.93 | 17 |
| 6 months | -4.61 | 10 |
| 1 Year | 5.31 | 2 |
| 3 Year | 8.39 | 2 |
| 5 Year | 19.50 | 8 |
| 10 Year | 7.53 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.31 |
| 5 Year | 19.49 |
| 10 Year | 7.54 |
| Since Inception | 9.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.93 | NA | NA | NA |
| 2024 | 7.40 | -0.90 | 11.41 | 1.39 |
| 2023 | 2.04 | 2.53 | -1.85 | 13.75 |
| 2022 | -1.57 | -14.57 | -1.53 | 14.59 |
| 2021 | 20.24 | 5.18 | -4.20 | 4.69 |
| 2020 | -34.24 | 18.43 | 1.09 | 27.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.93 | 20.23 | 16.81 | -5.13 | 26.85 | 0.77 | 25.28 | -18.86 | 12.21 | 21.79 | -3.72 |
| % Total Return Rel to Index | -1.66 | -4.78 | -9.43 | 13.07 | -1.82 | -17.63 | -6.20 | -14.46 | -9.57 | 9.85 | -5.11 |
| % Total Return Rel to Peer | 2.57 | 8.31 | 0.73 | 14.38 | 7.54 | -18.22 | -0.15 | -8.08 | -3.38 | 5.84 | 1.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 2.00 | 5.00 | 3.00 | 5.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.72 | 0.40 | 0.14 | 0.09 | 0.46 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.10 | 1.07 | 0.28 | 0.15 | 0.99 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 12.32 | 0.12 | 2.76 | 5.66 | 0.00 | 2.73 | 5.25 | 2.11 | 1.35 | 0.06 |
| Expense Ratio | 0.00 | 0.83 | 0.82 | 0.80 | 0.94 | 0.91 | 0.86 | 0.85 | 0.86 | 0.98 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%