What are the performance benchmarks used by Nuveen?

Asked 4 months ago
Nuveen Investments utilizes a variety of performance benchmarks tailored to the specific asset classes and investment strategies within its portfolio. Typically, these benchmarks serve as reference points to gauge the performance of investment products such as mutual funds, exchange-traded funds, and other investment vehicles. The specific benchmarks used may vary based on the type of fund; for instance, equity funds may reference indices like the S&P 500 or the Russell 2000, while fixed-income investors may look at the Bloomberg Barclays U.S. Aggregate Bond Index or similar benchmarks. These reference indices enable investors to compare the performance of their investments against a relevant standard, assessing whether the fund manager is adding value relative to market movements. Additionally, Nuveen often customizes its benchmarks to reflect the investment strategy or unique goal of specific funds, ensuring a more accurate comparison. To learn more about the specific benchmarks for particular Nuveen investment products, it may be beneficial to review the current information available on their website, which typically includes detailed fund performance reports and benchmark data.
Jeff Whelpley is the editor / author responsible for this content.
Answered Aug 7, 2025

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