Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAESX (Nuveen Mid Cap Value B) | NA | 11.57% | 18.79% | 12.88% | 6.78% | 8.08% | NA | … | … |
Data as of 11/20/2014, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAESX (Nuveen Mid Cap Value B) | 07/01/1996 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.57 | 18.79 | 12.88 | 6.78 | 8.08 | NA | … | … | 5.76 | 37.58 | 8.64 | -7.66 | 19.54 | 27.63 | -36.99 | 3.65 | 13.82 | 11.52 | 21.81 | 32.72 | -9.90 | -1.17 | 20.16 | -6.99 | -13.67 | 21.24 | 14.26 |
| Sharpe Ratio | NA | 1.15 | 1.27 | 0.67 | 0.27 | NA | NA | … | … | 0.65 | 2.78 | 0.56 | -0.27 | 0.89 | 0.91 | -0.95 | 0.04 | 0.97 | 0.77 | 1.80 | 2.18 | -0.52 | -0.22 | 0.91 | -0.74 | -0.75 | -1.53 | 2.24 |
| Standard Deviation(%) | NA | 10.05 | 14.13 | 19.19 | 22.29 | NA | NA | … | … | 9.94 | 13.49 | 15.49 | 28.36 | 21.92 | 30.18 | 39.88 | 16.76 | 10.93 | 12.13 | 11.60 | 14.68 | 21.10 | 16.23 | 17.78 | 13.85 | 22.78 | 22.08 | 11.99 |
| Draw Down(%) | NA | 7.31 | 13.93 | 27.37 | 56.12 | NA | NA | … | … | 7.31 | 6.32 | 13.93 | 27.37 | 17.12 | 26.09 | 49.00 | 13.58 | 8.53 | 7.95 | 8.52 | 11.89 | 27.82 | 20.40 | 8.78 | 20.29 | 45.64 | 13.11 | 9.98 |
| Yield(%) | 0.00 | 0.00 | 0.12 | 0.25 | 2.42 | 2.74 | 3.83 | … | … | 0.00 | 0.00 | 0.34 | 0.00 | 0.39 | 0.52 | 0.34 | 7.59 | 6.91 | 5.88 | 0.01 | 0.23 | 0.42 | 0.26 | 0.12 | 0.31 | 16.81 | 15.01 | 16.81 |
Data as of 11/20/2014, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAESX (Nuveen Mid Cap Value B) |
-16.14%
Feb 2006 – Feb 2009 |
-6.18%
Mar 1998 – Mar 2003 |
2.11%
Feb 1999 – Feb 2009 |
3.12%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAESX (Nuveen Mid Cap Value B) |
25.83%
Mar 2003 – Mar 2006 |
20.84%
Feb 2009 – Feb 2014 |
9.22%
Mar 2003 – Mar 2013 |
8.28%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart