Nuveen Mid Cap Growth Opportunities Fund (FISGX)
Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. Mid-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell Midcap Index on the last business day of the month in which its most recent reconstitution was completed.
Fund Info
US6706907598
Dec 28, 1989
$100,000
Mid-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nuveen Mid 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.
Returns By Period
Nuveen Mid Cap Growth Opportunities Fund had a return of 20.86% year-to-date (YTD) and 29.58% in the last 12 months. Over the past 10 years, Nuveen Mid Cap Growth Opportunities Fund had an annualized return of -2.34%, while the S&P 500 had an annualized return of 11.21%, indicating that Nuveen Mid Cap Growth Opportunities Fund did not perform as well as the benchmark.
FISGX
20.86%
10.68%
11.71%
29.58%
-0.46%
-2.34%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of FISGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.03% | 8.38% | 2.30% | -6.70% | 2.11% | 1.19% | -1.23% | 2.71% | 0.18% | 0.21% | 20.86% | ||
| 2023 | 6.44% | -0.60% | 3.51% | -2.83% | 0.60% | 7.06% | 2.12% | -3.43% | -4.89% | -6.27% | 13.15% | 5.50% | 20.26% |
| 2022 | -13.52% | 0.44% | -1.38% | -12.24% | -6.11% | -6.94% | 11.45% | -2.58% | -8.33% | 7.25% | 5.55% | -5.54% | -30.11% |
| 2021 | -1.03% | 2.48% | -2.97% | 5.59% | -2.63% | 5.15% | 2.31% | 2.60% | -4.72% | 7.46% | -7.26% | -20.75% | -15.94% |
| 2020 | 1.42% | -5.84% | -14.38% | 16.44% | 10.03% | 3.29% | 7.97% | 2.61% | -0.18% | 0.37% | 13.79% | -2.85% | 32.80% |
| 2019 | 13.25% | 5.56% | 0.25% | 4.99% | -5.85% | 7.66% | 2.19% | -1.90% | -2.67% | 0.54% | 5.84% | -15.45% | 11.96% |
| 2018 | 6.62% | -3.36% | -0.31% | 0.11% | 3.51% | -0.85% | 2.18% | 4.49% | -0.16% | -10.92% | 0.63% | -24.13% | -23.48% |
| 2017 | 4.10% | 2.79% | 0.38% | 1.92% | 3.35% | 0.44% | 1.90% | 1.24% | 1.86% | 2.07% | 2.56% | -14.90% | 6.38% |
| 2016 | -9.57% | -1.42% | 6.72% | -0.20% | 2.96% | -0.65% | 5.88% | -0.30% | 0.75% | -5.16% | 5.09% | -5.18% | -2.39% |
| 2015 | -2.15% | 6.38% | 1.61% | -1.20% | 2.16% | -0.38% | 1.44% | -6.07% | -4.27% | 3.93% | -0.15% | -8.56% | -7.95% |
| 2014 | -2.25% | 8.58% | -4.12% | -3.95% | 2.71% | 4.33% | -4.31% | 6.63% | -3.74% | 2.35% | 2.48% | -14.90% | -8.17% |
| 2013 | 5.42% | 0.65% | 2.47% | 0.90% | 2.39% | -1.42% | 7.05% | -1.08% | 5.88% | 2.59% | 3.72% | -12.87% | 15.09% |
Expense Ratio
FISGX features an expense ratio of 0.92%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FISGX is 39, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Nuveen Mid 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 Mid Cap Growth Opportunities Fund was 66.80%, occurring on Nov 20, 2008. Recovery took 1261 trading sessions.
The current Nuveen Mid Cap Growth Opportunities Fund drawdown is 26.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.8% | Sep 29, 2000 | 2042 | Nov 20, 2008 | 1261 | Nov 26, 2013 | 3303 |
| -54.61% | Nov 5, 2021 | 154 | Jun 16, 2022 | — | — | — |
| -53.38% | Dec 10, 2013 | 1581 | Mar 23, 2020 | 407 | Nov 1, 2021 | 1988 |
| -36.7% | Jul 21, 1998 | 58 | Oct 8, 1998 | 362 | Mar 1, 2000 | 420 |
| -20.78% | Oct 8, 1997 | 68 | Jan 9, 1998 | 135 | Jul 17, 1998 | 203 |
Volatility
Volatility Chart
The current Nuveen Mid Cap Growth Opportunities Fund volatility is 5.66%, 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.