Nuveen Japan Equity Fund (NXJ)

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

Based on dividend-adjusted daily data since Sep 12, 2002, NXJ's average daily return is +0.02%, while the average monthly return is +0.46%. At this rate, your investment would double in approximately 12.6 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 2009 with a return of +17.9%, while the worst month was Sep 2008 at -16.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, NXJ closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +9.1%, while the worst single day was Mar 18, 2020 at -14.9%.

Nuveen Japan Equity Fund has an annualized alpha of 4.28%, beta of 0.14, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since September 13, 2002.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (28.27%) than losses (23.27%) — typical of diversified or defensive assets.
• Beta of 0.14 may look defensive, but with R² of 0.04 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.04 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

The table below present risk-adjusted performance metrics for Nuveen Japan Equity Fund (NXJ) and compare them to a chosen benchmark (S&P 500 Index).

Nuveen Japan Equity Fund provided a 6.31% dividend yield over the last twelve months, with an annual payout of $0.79 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Nuveen Japan Equity 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 Japan Equity 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 Japan Equity Fund was 46.12%, occurring on Oct 10, 2008. Recovery took 416 trading sessions.

The chart below shows the rolling one-month volatility.