- ISIN
- US6706908174
- Issuer
- Nuveen
- Inception Date
- Aug 1, 1995
- Category
- Small Cap Growth Equities
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FIMPX Performance Chart
Nuveen Small Cap Growth Opportunities Fund (FIMPX) is up 13.0% since the beginning of the year. FIMPX is currently trading at $43 per share. Investors who bought $1,000 worth of FIMPX shares 5 years ago would now be looking at an investment worth $1,197.
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Returns By Period
Nuveen Small Cap Growth Opportunities Fund (FIMPX) has returned 12.99% so far this year and 30.85% over the past 12 months. Over the last ten years, FIMPX has returned 11.98% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Nuveen Small Cap Growth Opportunities Fund
- 1D
- 2.65%
- 1M
- 5.68%
- YTD
- 12.99%
- 6M
- 9.45%
- 1Y
- 30.85%
- 3Y*
- 17.66%
- 5Y*
- 3.66%
- 10Y*
- 11.98%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FIMPX Monthly Returns History
Based on dividend-adjusted daily data since Jul 31, 1995, FIMPX's average daily return is +0.06%, while the average monthly return is +1.28%. At this rate, an investment would double in approximately 4.5 years.
Historically, 60% of months were positive and 40% were negative. The best month was Feb 2000 with a return of +33.5%, while the worst month was Aug 1998 at -26.1%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 8 months.
On a daily basis, FIMPX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -13.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.01% | -2.18% | -7.17% | 12.46% | 5.24% | 4.08% | 12.99% | ||||||
| 2025 | 4.06% | -7.67% | -8.54% | 0.22% | 7.14% | 7.47% | 2.70% | 4.66% | 1.76% | 0.81% | 3.15% | -2.83% | 12.08% |
| 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% |
| 2023 | 9.58% | -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% |
| 2021 | 2.87% | 6.03% | -1.87% | 4.26% | -3.61% | 4.57% | -0.79% | 0.82% | -3.67% | 7.45% | -6.06% | -8.39% | 0.22% |
Benchmark Metrics
Nuveen Small Cap Growth Opportunities Fund has an annualized alpha of 4.52%, beta of 1.05, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since July 31, 1995.
- This fund captured 140.04% of S&P 500 Index gains and 117.87% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.52% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.05 and R2 of 0.68, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.52%
- Beta
- 1.05
- R²
- 0.68
- Upside Capture
- 140.04%
- Downside Capture
- 117.87%
Expense Ratio
FIMPX has a high expense ratio of 0.96%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FIMPX ranks 29 for risk / return — below 29% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Nuveen Small Cap Growth Opportunities Fund (FIMPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIMPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.78 | -0.95 |
| Martin ratioReturn relative to average drawdown | 6.56 | 12.44 | -5.88 |
Dividends
Dividend History
Nuveen Small Cap Growth Opportunities Fund provided a 4.87% dividend yield over the last twelve months, with an annual payout of $2.07 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.07 | $2.07 | $0.00 | $0.00 | $0.00 | $2.56 | $3.85 | $0.00 | $3.28 | $3.01 | $0.10 | $2.02 |
Dividend yield | 4.87% | 5.50% | 0.00% | 0.00% | 0.00% | 7.33% | 10.34% | 0.00% | 15.29% | 11.52% | 0.39% | 9.04% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.07 | $2.07 |
| 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 | $2.56 | $2.56 |
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.
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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 58.32%, occurring on Mar 9, 2009. Recovery took 434 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.32%Mar 2009 | 1y 7mo | 1y 8mo | 3y 4moJul 2007 - Nov 2010 |
Dot-com crash2000–2002 | -55.49%Oct 2002 | 2y 7mo | 2y 9mo | 5y 4moMar 2000 - Aug 2005 |
1998 bear market1998 | -49.48%Oct 1998 | 5mo 19d | 9mo 3d | 1y 2moApr 1998 - Jul 1999 |
Bear market2022 | -46.29%Jun 2022 | 7mo 9d | 3y 11mo | 4y 6moNov 2021 - May 2026 |
COVID crash2020 | -36.77%Mar 2020 | 27d | 2mo 17d | 3mo 14dFeb 2020 - Jun 2020 |
Drawdown Indicators
| FIMPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.32% | -56.78% | -1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -16.72% | -9.10% | -7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -27.99% | -18.90% | -9.09% |
Max Drawdown (5Y)Largest decline over 5 years | -46.29% | -25.43% | -20.86% |
Max Drawdown (10Y)Largest decline over 10 years | -46.29% | -33.92% | -12.37% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -14.19% | -10.71% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 2.03% | +2.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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