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Nuveen Mid Cap Value Fund Class R3 (FMVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.27+0.15 (+0.28%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return10.58%
5-year average return8.07%
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)38.31%
Worst 1-yr total return (3 Feb 2019)-36.70%
Best 3-yr total return38.31%
Worst 3-yr total return-8.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMVSXCategory
YTD24.49%21.28%
1-month1.40%-1.96%
3-month15.31%4.90%
1-year59.50%55.83%
3-year10.24%11.08%
5-year10.10%11.93%
10-year10.34%10.64%
Last bull market23.94%25.54%
Last bear market-24.25%-22.08%

Annual total return (%) history

Year
FMVSXCategory
2021
N/AN/A
2020
0.92%2.63%
2019
26.36%25.18%
2018
-13.13%-12.86%
2017
18.88%13.22%
2016
15.51%18.06%
2015
-3.79%-5.41%
2014
9.18%9.31%
2013
38.31%35.14%
2012
9.66%16.60%
2011
-7.65%-3.96%
2010
20.19%21.92%
2009
28.23%35.41%
2008
-36.70%-36.77%
2007
4.17%0.83%
2006
14.41%15.87%
2005
12.10%8.82%
2004
22.55%17.85%
2003
33.71%33.85%
2002
-9.28%-13.25%
2001
N/A6.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202116.44%N/AN/AN/A
2020-32.60%19.06%4.19%20.69%
201912.20%3.29%3.16%5.69%
2018-2.24%4.26%3.96%-18.02%
20174.83%2.10%4.74%6.04%
20162.02%2.59%5.52%4.59%
20152.45%-0.88%-9.02%4.13%
20142.26%3.74%-1.59%4.57%
201314.14%1.11%8.16%10.81%
201210.51%-7.40%5.43%1.63%
20115.49%-2.20%-21.18%13.57%
20107.77%-10.72%11.43%12.10%
2009-10.65%14.15%18.57%6.04%
2008-10.01%-0.73%-10.37%-20.95%
20072.87%7.12%-3.12%-2.42%
20067.09%-0.47%1.67%5.58%
20051.92%2.69%5.32%1.69%
20045.83%2.77%0.14%12.52%
2003-3.08%14.99%5.79%13.41%
20028.08%-4.26%-16.51%5.01%
200112.97%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month26
3-month18
1-year53
3-year63
5-year39

Load adjusted returns

1-year62.41%
3-year10.99%
5-year12.43%
10-year9.85%