ARSTX vs. PRSVX
Compare and contrast key facts about Nuveen Small Cap Select Fund (ARSTX) and T. Rowe Price Small-Cap Value Fund (PRSVX).
ARSTX is managed by Nuveen. It was launched on May 6, 1992. PRSVX is managed by T. Rowe Price. It was launched on Jun 30, 1988.
Performance
ARSTX vs. PRSVX - Performance Comparison
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ARSTX vs. PRSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | -3.98% | 7.78% | 16.94% | 17.69% | -19.84% | 35.98% | 18.68% | 29.05% | -11.48% | 10.13% |
PRSVX T. Rowe Price Small-Cap Value Fund | 0.96% | 21.18% | 10.84% | 12.34% | -18.53% | 25.47% | 12.49% | 25.82% | -11.58% | 12.84% |
Returns By Period
In the year-to-date period, ARSTX achieves a -3.98% return, which is significantly lower than PRSVX's 0.96% return. Both investments have delivered pretty close results over the past 10 years, with ARSTX having a 11.12% annualized return and PRSVX not far behind at 10.62%.
ARSTX
- 1D
- -1.15%
- 1M
- -7.77%
- YTD
- -3.98%
- 6M
- -1.47%
- 1Y
- 15.17%
- 3Y*
- 11.19%
- 5Y*
- 6.29%
- 10Y*
- 11.12%
PRSVX
- 1D
- -0.94%
- 1M
- -6.74%
- YTD
- 0.96%
- 6M
- 15.53%
- 1Y
- 29.66%
- 3Y*
- 15.01%
- 5Y*
- 6.72%
- 10Y*
- 10.62%
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ARSTX vs. PRSVX - Expense Ratio Comparison
ARSTX has a 0.99% expense ratio, which is higher than PRSVX's 0.78% expense ratio.
Return for Risk
ARSTX vs. PRSVX — Risk / Return Rank
ARSTX
PRSVX
ARSTX vs. PRSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select Fund (ARSTX) and T. Rowe Price Small-Cap Value Fund (PRSVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ARSTX | PRSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.29 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.06 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.82 | -1.07 |
Martin ratioReturn relative to average drawdown | 3.03 | 7.58 | -4.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARSTX | PRSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.29 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.33 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.63 | -0.17 |
Correlation
The correlation between ARSTX and PRSVX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARSTX vs. PRSVX - Dividend Comparison
ARSTX's dividend yield for the trailing twelve months is around 2.64%, less than PRSVX's 22.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | 2.64% | 2.53% | 2.42% | 0.00% | 0.40% | 21.05% | 1.25% | 0.37% | 21.67% | 10.31% | 8.92% | 20.02% |
PRSVX T. Rowe Price Small-Cap Value Fund | 22.57% | 22.79% | 9.77% | 3.27% | 5.28% | 6.98% | 2.03% | 4.59% | 9.46% | 3.79% | 3.77% | 22.55% |
Drawdowns
ARSTX vs. PRSVX - Drawdown Comparison
The maximum ARSTX drawdown since its inception was -56.51%, roughly equal to the maximum PRSVX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for ARSTX and PRSVX.
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Drawdown Indicators
| ARSTX | PRSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -55.37% | -1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -14.04% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -27.97% | -28.17% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -43.11% | -40.97% | -2.14% |
Current DrawdownCurrent decline from peak | -10.39% | -8.16% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -7.52% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.66% | +0.16% |
Volatility
ARSTX vs. PRSVX - Volatility Comparison
Nuveen Small Cap Select Fund (ARSTX) and T. Rowe Price Small-Cap Value Fund (PRSVX) have volatilities of 6.02% and 6.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSTX | PRSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 6.09% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 15.95% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 23.77% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 20.38% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.18% | 21.26% | +1.92% |