Nuveen Mid Cap Value R3 (FMVSX)

43.85 -0.51 (-1.15%) USD  |  Jan 26

FMVSX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 26, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Nuveen Mid Cap Value R3
-7.65%
9.66%
38.31%
9.18%
-3.79%
15.51%
18.88%
-13.13%
26.36%
0.92%
3.57%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.57%
Delaware Mid Cap Value R
-6.20%
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
3.05%
Delaware Opportunity R6
-1.01%
18.68%
44.18%
6.16%
-0.77%
8.36%
19.15%
-15.42%
30.05%
0.51%
3.02%
Pioneer Mid Cap Value R
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
2.36%
BMO Mid-Cap Value R6
-6.56%
19.34%
38.88%
11.85%
-5.67%
17.62%
14.82%
-15.05%
20.68%
0.87%
3.55%
As of January 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Nuveen Mid Cap Value R3
4.30%
18.43%
27.62%
3.69%
2.84%
11.44%
8.56%
6.62%
7.89%
9.52%
S&P 500 Total Return
4.06%
13.65%
20.70%
18.95%
12.39%
17.44%
13.82%
9.91%
7.46%
10.27%
Delaware Mid Cap Value R
4.01%
20.96%
30.73%
3.31%
1.78%
11.18%
8.02%
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7.00%
Delaware Opportunity R6
4.04%
21.23%
31.31%
4.39%
2.59%
9.72%
9.85%
7.43%
6.78%
8.72%
Pioneer Mid Cap Value R
3.17%
14.51%
22.12%
3.67%
0.15%
8.58%
6.93%
5.50%
6.83%
9.37%
BMO Mid-Cap Value R6
4.53%
21.75%
31.59%
5.03%
1.00%
9.78%
8.64%
7.09%
8.44%
9.71%
As of January 26, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2020