Nuveen Small Cap Select Fund (ARSTX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Nuveen Small Cap Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Nuveen Small Cap Select Fund (ARSTX) has returned -3.98% so far this year and 15.17% over the past 12 months. Over the last ten years, ARSTX has returned 11.12% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 30, 1992, ARSTX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Oct 2011 with a return of +16.6%, while the worst month was Aug 1998 at -23.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ARSTX closed higher 52% of trading days. The best single day was Dec 15, 2021 with a return of +10.6%, while the worst single day was Mar 16, 2020 at -14.0%.

Nuveen Small Cap Select Fund has an annualized alpha of 1.93%, beta of 1.02, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since May 01, 1992.

• This fund captured 120.97% of S&P 500 Index gains and 112.53% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.02 and R² of 0.74, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ARSTX has a high expense ratio of 0.99%, indicating above-average management fees.

ARSTX ranks 25 for risk / return — below 25% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Nuveen Small Cap Select Fund (ARSTX) and compare them to a chosen benchmark (S&P 500 Index).

Nuveen Small Cap Select Fund provided a 2.64% dividend yield over the last twelve months, with an annual payout of $0.41 per share.

The table displays the monthly dividend distributions for Nuveen Small Cap Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Nuveen Small Cap Select Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nuveen Small Cap Select Fund was 56.51%, occurring on Mar 9, 2009. Recovery took 462 trading sessions.

The current Nuveen Small Cap Select Fund drawdown is 10.39%.

The chart below shows the rolling one-month volatility.