Nasdaq - Delayed Quote USD
Nuveen Small Cap Blend Idx R6 (TISBX)
At close: 8:06 AM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities included in its benchmark index, the Russell 2000? Index. A "small-cap" equity security is a security within the capitalization range of the companies included in the Russell 2000 Index at the time of purchase. The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.98% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 10.39% |
| 5y Average Return | 8.92% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TISBX | Category Average | TISBX | Category Average | TISBX | Category Average | |
| Alpha | -9.16 | -0.09 | -6.55 | -0.06 | -4.83 | -0.06 |
| BETA | 1.08 | 0.01 | 1.14 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 1 | 0.01 | 0.89 | 0.01 |
| R-squared | 70.74 | 0.83 | 73.9 | 0.77 | 73.25 | 0.78 |
| Standard Deviation | 22.49 | 0.26 | 23.93 | 0.21 | 20.32 | 0.19 |
| Sharpe Ratio | 0.02 | 0 | 0.4 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | -1.78 | 0.08 | 6.16 | 0.1 | 6.3 | 0.09 |
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