Nasdaq - Delayed Quote USD
Nuveen Equity Long/Short I (NELIX)
At close: 8:00 PM EST
Fund Summary
The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the fund's benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies, though it may also invest in mid-capitalization companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.87% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 20.11% |
| 5y Average Return | 11.17% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.66 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NELIX | Category Average | NELIX | Category Average | NELIX | Category Average | |
| Alpha | 0.92 | -0.02 | -0.39 | -0.02 | -1.12 | -0.03 |
| BETA | 0.66 | 0.01 | 0.68 | 0 | 0.69 | 0.01 |
| Mean Annual Return | 0.75 | 0.01 | 0.93 | 0.01 | 0.73 | 0 |
| R-squared | 92.66 | 0.58 | 85.87 | 0.54 | 77.98 | 0.54 |
| Standard Deviation | 11.86 | 0.13 | 13.2 | 0.11 | 11.97 | 0.1 |
| Sharpe Ratio | 0.43 | 0 | 0.66 | 0.01 | 0.58 | 0 |
| Treynor Ratio | 6.97 | 0.05 | 12.26 | 0.16 | 9.44 | 0.07 |
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