FSCCX vs. FARCX
Compare and contrast key facts about Nuveen Small Cap Value Fund (FSCCX) and Nuveen Real Estate Securities Fund (FARCX).
FSCCX is managed by Nuveen. It was launched on Aug 1, 1994. FARCX is managed by Nuveen. It was launched on Jun 30, 1995.
Performance
FSCCX vs. FARCX - Performance Comparison
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FSCCX vs. FARCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | -1.53% | 3.21% | 14.82% | 11.86% | -12.42% | 35.38% | -4.21% | 17.28% | -20.65% | 6.35% |
FARCX Nuveen Real Estate Securities Fund | 2.69% | 2.56% | 6.04% | 11.55% | -24.57% | 41.57% | -6.14% | 25.63% | -5.57% | 5.67% |
Returns By Period
In the year-to-date period, FSCCX achieves a -1.53% return, which is significantly lower than FARCX's 2.69% return. Over the past 10 years, FSCCX has outperformed FARCX with an annualized return of 6.61%, while FARCX has yielded a comparatively lower 4.78% annualized return.
FSCCX
- 1D
- -0.27%
- 1M
- -5.80%
- YTD
- -1.53%
- 6M
- -2.03%
- 1Y
- 7.84%
- 3Y*
- 9.26%
- 5Y*
- 5.15%
- 10Y*
- 6.61%
FARCX
- 1D
- 0.27%
- 1M
- -7.18%
- YTD
- 2.69%
- 6M
- 2.07%
- 1Y
- 3.76%
- 3Y*
- 6.66%
- 5Y*
- 4.44%
- 10Y*
- 4.78%
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FSCCX vs. FARCX - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is lower than FARCX's 0.97% expense ratio.
Return for Risk
FSCCX vs. FARCX — Risk / Return Rank
FSCCX
FARCX
FSCCX vs. FARCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) and Nuveen Real Estate Securities Fund (FARCX). 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.
| FSCCX | FARCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.30 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.68 | 0.52 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.07 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.36 | +0.03 |
Martin ratioReturn relative to average drawdown | 1.28 | 1.51 | -0.23 |
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
| FSCCX | FARCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.30 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.24 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.24 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.40 | -0.08 |
Correlation
The correlation between FSCCX and FARCX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSCCX vs. FARCX - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.11%, less than FARCX's 4.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.11% | 1.09% | 1.52% | 1.02% | 1.24% | 0.52% | 0.54% | 1.16% | 4.21% | 1.03% | 2.63% | 1.80% |
FARCX Nuveen Real Estate Securities Fund | 4.91% | 5.77% | 9.34% | 3.30% | 20.25% | 15.12% | 2.89% | 11.46% | 6.19% | 13.43% | 10.99% | 8.24% |
Drawdowns
FSCCX vs. FARCX - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -65.90%, smaller than the maximum FARCX drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for FSCCX and FARCX.
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Drawdown Indicators
| FSCCX | FARCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.90% | -70.62% | +4.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -12.35% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -31.77% | +6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -53.80% | -41.05% | -12.75% |
Current DrawdownCurrent decline from peak | -9.31% | -7.58% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -13.45% | -10.51% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.93% | +1.41% |
Volatility
FSCCX vs. FARCX - Volatility Comparison
Nuveen Small Cap Value Fund (FSCCX) has a higher volatility of 4.77% compared to Nuveen Real Estate Securities Fund (FARCX) at 4.11%. This indicates that FSCCX's price experiences larger fluctuations and is considered to be riskier than FARCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCCX | FARCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 4.11% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 9.04% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.63% | 16.15% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 18.36% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.41% | 20.16% | +3.25% |