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FMCYX: NUVEEN MID CAP INDEX FUND CLASS R3 (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/2000 |
| Last Dividend Date: | 04/25/2017 |
| 12-Mo. Yield | 10.23% |
| Expenses | 1.01% |
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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 12/26/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 16.6 | 8.0 | 13.0 | 7.6 | 10.6 | 8.2 | 5.7 | 19.7 | -2.9 | 8.6 | 32.2 | 17.0 | -2.4 | 25.6 | 36.4 | -36.4 | 7.3 | 9.3 | 11.7 | 15.5 | 34.3 | -15.1 | -2.4 | 2.2 |
| Sharpe Ratio | NA | 2.0 | 0.58 | 0.96 | 0.32 | NA | 0.34 | 0.91 | 1.24 | -0.2 | 0.66 | 2.44 | 1.12 | -0.08 | 1.22 | 1.13 | -0.86 | 0.26 | 0.43 | 0.75 | 1.07 | 2.07 | -0.65 | -0.21 | 14.35 |
| Draw Down(%) | NA | 4.4 | 19.5 | 19.5 | 54.5 | NA | 55.4 | 4.4 | 11.4 | 12.6 | 10.8 | 7.3 | 11.1 | 26.3 | 17.4 | 27.5 | 53.0 | 11.4 | 12.8 | 8.0 | 10.7 | 13.6 | 32.0 | 26.0 | 1.9 |
| Standard Deviation(%) | NA | 8.0 | 13.3 | 13.3 | 23.1 | NA | 21.1 | 6.9 | 15.7 | 15.0 | 13.1 | 13.2 | 15.2 | 28.6 | 20.9 | 32.2 | 43.3 | 16.3 | 13.8 | 12.5 | 13.5 | 16.3 | 25.0 | 23.1 | 36.5 |
| Treynor Ratio | NA | 0.24 | 0.08 | 0.13 | 0.08 | NA | 0.07 | 0.12 | 0.19 | -0.03 | 0.09 | 0.31 | 0.17 | -0.02 | 0.27 | 0.37 | -0.39 | 0.04 | 0.05 | 0.09 | 0.14 | 0.34 | -0.16 | -0.05 | 6.55 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.14 |
| Beta | NA | 0.66 | 0.93 | 0.97 | 0.98 | NA | 0.98 | 0.53 | 1.0 | 0.96 | 1.01 | 1.03 | 1.01 | 1.04 | 0.95 | 0.98 | 0.96 | 0.97 | 1.09 | 1.01 | 1.04 | 0.98 | 0.99 | 0.99 | 0.8 |
| RSquared | NA | 0.5 | 0.89 | 0.91 | 0.97 | NA | 0.97 | 0.38 | 0.95 | 0.96 | 0.94 | 0.95 | 0.97 | 0.99 | 0.97 | 0.99 | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | 0.96 | 0.99 | 0.95 | 0.15 |
| Yield(%) | N/A | 10.2 | 7.2 | 7.7 | 5.2 | 8.2 | N/A | 2.7 | 8.2 | 6.9 | 5.7 | 5.1 | 4.3 | 3.7 | 0.7 | 0.8 | 5.5 | 12.2 | 5.7 | 7.2 | 4.0 | 2.6 | 2.5 | 4.0 | 0.1 |
| Dividend Growth(%) | N/A | 44.4 | 131.3 | 77.1 | N/A | N/A | N/A | -62.5 | 5.0 | 26.1 | 36.1 | 36.1 | 10.0 | 522.1 | 28.3 | -91.6 | -57.6 | 118.9 | -15.0 | 96.1 | 99.6 | -13.4 | -38.5 | 2806.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2000
Calculate Performance
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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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Best Closed End Funds
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