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Nuveen Small Cap Growth Opportunities Fund (FIMPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US6706908174

Issuer

Nuveen

Inception Date

Aug 1, 1995

Min. Investment

$100,000

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

FIMPX has a high expense ratio of 0.96%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart

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


800.00%900.00%1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%December2025FebruaryMarchAprilMay
1,190.73%
868.56%
FIMPX (Nuveen Small Cap Growth Opportunities Fund)
Benchmark (^GSPC)

Returns By Period

Nuveen Small Cap Growth Opportunities Fund (FIMPX) returned -10.18% year-to-date (YTD) and -0.28% over the past 12 months. Over the past 10 years, FIMPX returned 8.46% annually, underperforming the S&P 500 benchmark at 10.31%.


FIMPX

YTD

-10.18%

1M

13.06%

6M

-13.90%

1Y

-0.28%

5Y*

9.17%

10Y*

8.46%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of FIMPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.06%-7.67%-8.54%0.22%1.99%-10.18%
2024-0.96%8.80%2.49%-7.20%2.85%-0.00%6.76%-0.21%0.18%0.35%10.95%-6.17%17.53%
20239.58%-0.72%-3.19%-1.87%-2.14%9.51%5.09%-2.13%-5.81%-8.19%10.40%9.35%18.92%
2022-12.24%-1.21%-0.56%-10.71%-3.23%-7.68%8.94%-1.41%-7.24%9.93%3.23%-6.69%-27.45%
20212.87%6.03%-1.87%4.26%-3.61%4.57%-0.79%0.82%-3.67%7.45%-6.06%2.27%11.88%
20201.29%-7.58%-15.40%16.75%11.24%3.66%4.64%5.14%-1.34%3.38%12.35%10.07%47.96%
201912.02%5.78%-1.65%3.20%-7.36%8.57%1.46%-4.17%-2.46%3.57%6.94%2.24%29.90%
20184.25%-1.80%0.82%1.11%6.28%1.45%0.68%9.20%-1.67%-12.47%2.30%-13.35%-5.61%
20173.17%1.32%0.65%1.64%-2.06%3.33%-0.00%-0.04%5.79%0.49%3.18%-1.40%17.00%
2016-11.95%-1.88%9.27%0.85%3.71%-1.95%9.66%0.84%1.59%-5.60%7.67%1.28%11.98%
2015-3.24%5.91%2.00%-2.91%3.38%1.02%-0.78%-6.45%-6.86%5.56%3.75%-4.05%-3.71%
2014-0.34%4.94%-2.44%-4.94%0.85%5.03%-5.38%4.21%-3.82%5.13%0.81%3.47%6.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FIMPX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FIMPX is 2424
Overall Rank
The Sharpe Ratio Rank of FIMPX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of FIMPX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of FIMPX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of FIMPX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of FIMPX is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Nuveen Small Cap Growth Opportunities Fund (FIMPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Nuveen Small Cap Growth Opportunities Fund Sharpe ratio is 0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Nuveen Small Cap Growth Opportunities Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.01
0.44
FIMPX (Nuveen Small Cap Growth Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Nuveen Small Cap Growth Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$6.50$3.85$0.00$3.28$3.01$0.10$2.02$2.95

Dividend yield

0.00%0.00%0.00%0.00%18.59%10.34%0.00%15.29%11.52%0.39%9.04%11.64%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.50$6.50
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.85$3.85
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.28$3.28
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.01$3.01
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.02$2.02
2014$2.95$2.95

Drawdowns

Drawdowns Chart

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-17.36%
-8.35%
FIMPX (Nuveen Small Cap Growth Opportunities Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen Small Cap Growth Opportunities 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 Growth Opportunities Fund was 69.03%, occurring on Oct 9, 2002. Recovery took 2497 trading sessions.

The current Nuveen Small Cap Growth Opportunities Fund drawdown is 17.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.03%Mar 13, 2000644Oct 9, 20022497Sep 14, 20123141
-49.48%Apr 22, 1998122Oct 8, 1998195Jul 8, 1999317
-40.03%Nov 9, 2021152Jun 16, 2022
-36.77%Feb 20, 202020Mar 18, 202053Jun 3, 202073
-29.75%Jun 23, 2015162Feb 11, 2016209Dec 8, 2016371

Volatility

Volatility Chart

The current Nuveen Small Cap Growth Opportunities Fund volatility is 11.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.57%
11.43%
FIMPX (Nuveen Small Cap Growth Opportunities Fund)
Benchmark (^GSPC)