NSCRX vs. SSCDX
Compare and contrast key facts about Nuveen Small-Cap Value Opportunities Fund (NSCRX) and Sit Small Cap Dividend Growth Fund (SSCDX).
NSCRX is managed by Nuveen. It was launched on Dec 8, 2004. SSCDX is managed by Sit. It was launched on Mar 31, 2015.
Performance
NSCRX vs. SSCDX - Performance Comparison
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NSCRX vs. SSCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSCRX Nuveen Small-Cap Value Opportunities Fund | 3.15% | 7.33% | 20.22% | 16.67% | -5.26% | 26.89% | 0.48% | 25.16% | -19.12% | 12.11% |
SSCDX Sit Small Cap Dividend Growth Fund | 7.78% | 12.90% | 15.50% | 15.50% | -17.15% | 23.46% | 16.21% | 27.12% | -17.10% | 13.69% |
Returns By Period
In the year-to-date period, NSCRX achieves a 3.15% return, which is significantly lower than SSCDX's 7.78% return. Over the past 10 years, NSCRX has underperformed SSCDX with an annualized return of 9.74%, while SSCDX has yielded a comparatively higher 10.29% annualized return.
NSCRX
- 1D
- 0.13%
- 1M
- -3.30%
- YTD
- 3.15%
- 6M
- 5.43%
- 1Y
- 15.83%
- 3Y*
- 15.02%
- 5Y*
- 8.79%
- 10Y*
- 9.74%
SSCDX
- 1D
- 1.15%
- 1M
- -2.69%
- YTD
- 7.78%
- 6M
- 9.71%
- 1Y
- 26.76%
- 3Y*
- 16.33%
- 5Y*
- 7.91%
- 10Y*
- 10.29%
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NSCRX vs. SSCDX - Expense Ratio Comparison
NSCRX has a 0.94% expense ratio, which is lower than SSCDX's 1.35% expense ratio.
Return for Risk
NSCRX vs. SSCDX — Risk / Return Rank
NSCRX
SSCDX
NSCRX vs. SSCDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small-Cap Value Opportunities Fund (NSCRX) and Sit Small Cap Dividend Growth Fund (SSCDX). 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.
| NSCRX | SSCDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.37 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.97 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.22 | -0.84 |
Martin ratioReturn relative to average drawdown | 5.21 | 9.51 | -4.29 |
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
| NSCRX | SSCDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.37 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.50 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.45 | -0.10 |
Correlation
The correlation between NSCRX and SSCDX is 0.92, 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
NSCRX vs. SSCDX - Dividend Comparison
NSCRX's dividend yield for the trailing twelve months is around 8.81%, more than SSCDX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSCRX Nuveen Small-Cap Value Opportunities Fund | 8.81% | 9.09% | 25.26% | 0.85% | 6.20% | 11.20% | 0.80% | 6.29% | 13.66% | 3.93% | 2.71% | 0.15% |
SSCDX Sit Small Cap Dividend Growth Fund | 2.05% | 2.21% | 1.79% | 1.07% | 4.26% | 8.47% | 0.77% | 1.33% | 2.69% | 0.85% | 1.16% | 0.87% |
Drawdowns
NSCRX vs. SSCDX - Drawdown Comparison
The maximum NSCRX drawdown since its inception was -70.39%, which is greater than SSCDX's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for NSCRX and SSCDX.
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Drawdown Indicators
| NSCRX | SSCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.39% | -38.79% | -31.60% |
Max Drawdown (1Y)Largest decline over 1 year | -8.70% | -8.22% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -27.06% | -7.52% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | -38.79% | -8.39% |
Current DrawdownCurrent decline from peak | -12.88% | -4.44% | -8.44% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -7.09% | -5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.07% | +0.37% |
Volatility
NSCRX vs. SSCDX - Volatility Comparison
Nuveen Small-Cap Value Opportunities Fund (NSCRX) and Sit Small Cap Dividend Growth Fund (SSCDX) have volatilities of 6.58% and 6.66%, 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
| NSCRX | SSCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 6.66% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.68% | 12.51% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.35% | 21.06% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 20.07% | +3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 20.64% | +3.14% |