Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAAGX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) | NA | -2.43% | 2.28% | 2.17% | 6.12% | 5.04% | 3.97% | … | … |
Data as of 12/06/2019, Common starting date is 10/01/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAAGX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) | 10/01/1997 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.43 | 2.28 | 2.17 | 6.12 | 5.04 | 3.97 | … | … | 4.27 | -14.38 | 19.54 | 6.74 | -1.76 | 4.05 | 23.87 | 13.69 | -4.38 | 12.49 | 30.83 | -35.40 | 10.48 | 14.38 | 8.84 | 12.18 | 29.34 | -17.76 | -14.18 | -1.76 | 26.50 | 8.22 | -4.08 |
| Sharpe Ratio | NA | -0.24 | 0.09 | 0.10 | 0.36 | NA | NA | … | … | 0.20 | -1.05 | 2.99 | 0.52 | -0.14 | 0.39 | 2.16 | 0.59 | -0.19 | 0.65 | 0.66 | -1.00 | 0.51 | 1.03 | 0.70 | 1.06 | 2.19 | -0.98 | -0.97 | -0.35 | 1.98 | 0.35 | -1.18 |
| Standard Deviation(%) | NA | 16.40 | 12.90 | 12.92 | 15.75 | NA | NA | … | … | 15.63 | 15.02 | 6.36 | 12.60 | 12.97 | 10.25 | 11.03 | 23.24 | 23.08 | 18.98 | 46.78 | 36.38 | 14.63 | 10.78 | 9.56 | 10.57 | 13.06 | 19.26 | 17.31 | 16.55 | 11.77 | 13.98 | 15.95 |
| Draw Down(%) | NA | 11.52 | 23.84 | 23.84 | 23.84 | NA | NA | … | … | 11.52 | 23.84 | 2.01 | 11.19 | 12.42 | 8.67 | 8.85 | 17.52 | 21.88 | 15.42 | 24.59 | 47.14 | 9.99 | 10.60 | 6.23 | 9.38 | 12.14 | 28.34 | 28.22 | 13.81 | 9.12 | 24.26 | 8.70 |
| Yield(%) | 0.00 | 8.79 | 6.24 | 6.08 | 5.70 | 4.68 | 3.96 | … | … | 2.39 | 6.09 | 6.91 | 3.45 | 3.21 | 11.41 | 4.79 | 2.41 | 0.67 | 1.75 | 1.52 | 1.41 | 2.09 | 2.24 | 1.72 | 1.41 | 1.17 | 2.09 | 2.98 | 17.07 | 9.38 | 9.33 | 1.13 |
Data as of 12/06/2019, Common starting date is 10/01/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAGX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) |
-14.60%
Mar 2000 – Mar 2003 |
-4.07%
Feb 2004 – Feb 2009 |
-0.16%
Feb 1999 – Feb 2009 |
3.63%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAGX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) |
22.47%
Feb 2009 – Feb 2012 |
19.02%
Feb 2009 – Feb 2014 |
11.33%
Feb 2009 – Feb 2019 |
8.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart