Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAGSX (Nuveen Strategy Growth Allocation A) | NA | 8.49% | 10.61% | 9.17% | 7.01% | 4.31% | NA | … | … |
Data as of 04/29/2015, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAGSX (Nuveen Strategy Growth Allocation A) | 11/12/1998 | 04/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 8.49 | 10.61 | 9.17 | 7.01 | 4.31 | NA | … | … | 4.73 | 5.15 | 19.38 | 12.77 | -2.58 | 12.24 | 30.28 | -31.85 | 9.49 | 12.58 | 7.69 | 11.34 | 24.16 | -15.75 | -10.52 | -2.55 | 21.22 | 6.82 |
| Sharpe Ratio | NA | 0.81 | 1.05 | 0.68 | 0.32 | NA | NA | … | … | 1.58 | 0.49 | 2.05 | 1.30 | -0.14 | 0.74 | 0.79 | -1.10 | 0.53 | 1.01 | 0.64 | 1.14 | 2.07 | -1.01 | -0.88 | -0.48 | 1.75 | 7.87 |
| Standard Deviation(%) | NA | 10.40 | 10.04 | 13.46 | 18.93 | NA | NA | … | … | 9.78 | 10.55 | 9.43 | 9.87 | 18.92 | 16.44 | 38.23 | 29.73 | 12.08 | 9.15 | 8.42 | 9.05 | 11.32 | 16.71 | 15.00 | 14.21 | 10.18 | 7.91 |
| Draw Down(%) | NA | 7.62 | 8.60 | 18.03 | 46.05 | NA | NA | … | … | 2.89 | 7.62 | 8.21 | 9.30 | 18.03 | 12.43 | 20.45 | 42.91 | 8.00 | 8.86 | 5.43 | 7.79 | 9.74 | 24.88 | 23.39 | 12.62 | 7.84 | 2.21 |
| Yield(%) | 0.00 | 9.12 | 7.68 | 6.04 | 5.09 | 3.80 | 4.08 | … | … | 0.00 | 9.33 | 7.19 | 6.46 | 2.15 | 2.93 | 2.48 | 6.21 | 3.96 | 2.50 | 2.03 | 1.40 | 2.28 | 1.25 | 4.89 | 11.41 | 8.95 | 7.71 |
Data as of 04/29/2015, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAGSX (Nuveen Strategy Growth Allocation A) |
-12.29%
Mar 2000 – Mar 2003 |
-3.33%
Feb 2004 – Feb 2009 |
-0.10%
Feb 1999 – Feb 2009 |
3.98%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAGSX (Nuveen Strategy Growth Allocation A) |
21.44%
Feb 2009 – Feb 2012 |
17.64%
Feb 2009 – Feb 2014 |
8.21%
Mar 2003 – Mar 2013 |
5.49%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart