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ARSCX: NUVEEN SMALL CAP INDEX FUND CLASS R3 (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/1999 |
| Last Dividend Date: | 04/25/2017 |
| 12-Mo. Yield | 10.21% |
| Expenses | 1.08% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/11/1999 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 19.9 | 7.2 | 12.4 | 6.3 | 9.9 | 8.3 | 5.1 | 20.3 | -5.1 | 4.0 | 37.7 | 15.4 | -4.9 | 25.7 | 26.5 | -33.8 | -2.1 | 17.2 | 3.3 | 17.0 | 45.4 | -22.4 | 6.3 | 11.3 | 19.3 |
| Sharpe Ratio | NA | 1.85 | 0.45 | 0.79 | 0.23 | NA | 0.3 | 0.64 | 1.08 | -0.31 | 0.24 | 2.55 | 0.9 | -0.15 | 1.02 | 0.73 | -0.75 | -0.25 | 0.81 | 0.07 | 0.9 | 2.4 | -0.94 | 0.17 | 0.28 | 1.6 |
| Draw Down(%) | NA | 4.7 | 26.1 | 26.1 | 57.6 | NA | 58.9 | 4.7 | 16.0 | 16.2 | 13.0 | 5.4 | 12.8 | 29.4 | 20.4 | 33.1 | 49.2 | 13.8 | 14.1 | 11.7 | 14.7 | 13.1 | 38.0 | 23.1 | 16.4 | 12.7 |
| Standard Deviation(%) | NA | 10.4 | 15.6 | 15.6 | 26.3 | NA | 23.5 | 8.6 | 18.4 | 16.7 | 16.3 | 14.8 | 17.2 | 33.1 | 25.1 | 36.0 | 46.4 | 20.4 | 17.4 | 16.1 | 17.9 | 18.6 | 25.1 | 22.8 | 26.3 | 13.1 |
| Treynor Ratio | NA | 0.27 | 0.07 | 0.12 | 0.06 | NA | 0.07 | 0.1 | 0.18 | -0.05 | 0.04 | 0.36 | 0.15 | -0.05 | 0.24 | 0.26 | -0.33 | -0.05 | 0.12 | 0.01 | 0.14 | 0.43 | -0.24 | 0.04 | 0.08 | 0.39 |
| Alpha | NA | 0.01 | -0.02 | -0.02 | -0.04 | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | 0.02 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | 0.01 | 0.05 | 0.04 |
| Beta | NA | 0.72 | 1.0 | 1.04 | 1.04 | NA | 1.01 | 0.56 | 1.08 | 1.07 | 1.11 | 1.04 | 1.05 | 1.05 | 1.05 | 1.0 | 1.04 | 1.1 | 1.13 | 1.11 | 1.11 | 1.04 | 1.0 | 0.96 | 0.86 | 0.55 |
| RSquared | NA | 0.58 | 0.89 | 0.91 | 0.98 | NA | 0.96 | 0.46 | 0.97 | 0.97 | 0.95 | 0.93 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.94 | 0.48 |
| Yield(%) | N/A | 10.2 | 6.6 | 7.6 | 4.9 | 8.5 | N/A | 6.0 | 3.9 | 4.6 | 6.2 | 7.3 | 4.9 | 0.0 | 0.5 | 0.6 | 11.3 | 11.9 | 14.5 | 3.4 | 7.8 | 1.3 | 0.4 | 0.2 | 9.9 | 1.6 |
| Dividend Growth(%) | N/A | 113.1 | 115.9 | 37.8 | N/A | N/A | N/A | 86.3 | -25.6 | -27.7 | 5.6 | 68.7 | 16700.0 | -92.9 | 5.0 | -97.1 | -19.9 | -17.5 | 346.5 | -53.8 | 735.5 | 195.1 | 156.2 | -98.5 | 632.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1999
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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