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FATCX: Nuveen Mid Cap Select I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/28/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.16% |
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Performance Analytics (As of 04/14/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.2 | 8.2 | 16.2 | 4.6 | -1.2 | 2.7 | 0.0 | 24.0 | 14.4 | -8.8 | 23.2 | 26.7 | -34.2 | 3.2 | 15.2 | -0.1 | 4.2 | 56.0 | -42.0 | -55.6 | -45.6 | 192.6 | 32.7 | 7.3 | 7.2 |
| Sharpe Ratio | NA | 1.19 | 0.41 | 0.73 | 0.15 | NA | 0.03 | 0.0 | 1.99 | 0.96 | -0.29 | 0.92 | 0.82 | -0.87 | 0.01 | 0.78 | -0.16 | 0.14 | 2.09 | -0.95 | -0.92 | -0.78 | 5.47 | 0.94 | 0.13 | 0.4 |
| Draw Down(%) | NA | 7.0 | 27.7 | 27.7 | 54.0 | NA | 93.4 | 0.0 | 7.0 | 11.0 | 27.7 | 19.8 | 26.0 | 46.8 | 13.6 | 14.2 | 16.0 | 29.9 | 18.4 | 61.4 | 73.7 | 68.7 | 15.0 | 39.5 | 29.8 | 19.7 |
| Standard Deviation(%) | NA | 10.2 | 19.9 | 21.9 | 23.9 | NA | 33.5 | NA | 12.0 | 15.1 | 30.2 | 25.1 | 32.3 | 40.4 | 17.3 | 15.1 | 15.1 | 22.9 | 26.5 | 45.2 | 63.5 | 63.6 | 34.6 | 31.0 | 28.0 | 26.1 |
| Treynor Ratio | NA | 0.23 | 0.09 | 0.16 | 0.04 | NA | 0.01 | NA | 0.28 | 0.15 | -0.08 | 0.2 | 0.27 | -0.4 | 0.0 | 0.1 | -0.02 | 0.02 | 0.38 | -0.28 | -0.26 | -0.28 | 1.36 | 0.27 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | -0.02 | -0.02 | NA | -0.01 | 0.0 | -0.02 | 0.0 | -0.03 | -0.02 | -0.04 | 0.02 | -0.01 | 0.0 | -0.06 | -0.09 | 0.01 | -0.09 | -0.23 | -0.23 | 0.4 | 0.08 | NA | NA |
| Beta | NA | 0.53 | 0.95 | 1.01 | 0.97 | NA | 1.22 | 0.0 | 0.85 | 0.96 | 1.07 | 1.14 | 0.97 | 0.88 | 1.0 | 1.17 | 1.11 | 1.54 | 1.46 | 1.56 | 2.29 | 1.77 | 1.39 | 1.09 | NA | NA |
| RSquared | NA | 0.49 | 0.85 | 0.9 | 0.89 | NA | 0.61 | 0.0 | 0.77 | 0.89 | 0.93 | 0.96 | 0.96 | 0.94 | 0.93 | 0.93 | 0.79 | 0.72 | 0.8 | 0.74 | 0.67 | 0.64 | 0.47 | 0.46 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.4 | 0.2 | 4.7 | N/A | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.6 | 0.3 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.3 | 51.9 | 4.5 | 7.2 | 11.6 |
| Dividend Growth(%) | N/A | -100.0 | 20.3 | 197.6 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 55.6 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -31.1 | 1371.0 | -37.7 | -41.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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