Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATAX (Nuveen Mid Cap Select A) | NA | 15.86% | 7.98% | 15.93% | 4.38% | -1.22% | NA | … | … |
Data as of 04/14/2014, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATAX (Nuveen Mid Cap Select A) | 08/19/1997 | 04/14/2014 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.86 | 7.98 | 15.93 | 4.38 | -1.22 | NA | … | … | 0.00 | 23.94 | 14.80 | -9.54 | 22.85 | 26.44 | -34.34 | 2.85 | 14.85 | -0.23 | 4.49 | 55.47 | -40.80 | -55.71 | -45.85 | 191.79 | 32.47 | -2.74 |
| Sharpe Ratio | NA | 1.20 | 0.39 | 0.72 | 0.14 | NA | NA | … | … | 0.00 | 1.99 | 0.99 | -0.32 | 0.91 | 0.81 | -0.87 | -0.01 | 0.77 | -0.16 | 0.15 | 2.07 | -0.93 | -0.93 | -0.78 | 5.46 | 0.94 | -0.32 |
| Standard Deviation(%) | NA | 10.22 | 20.13 | 22.14 | 24.22 | NA | NA | … | … | NA | 11.98 | 15.01 | 30.25 | 25.06 | 32.36 | 40.47 | 17.20 | 15.16 | 15.14 | 23.20 | 26.49 | 44.99 | 63.32 | 63.58 | 34.56 | 31.02 | 33.77 |
| Draw Down(%) | NA | 7.03 | 27.78 | 27.78 | 54.13 | NA | NA | … | … | 0.00 | 7.03 | 11.09 | 27.78 | 19.90 | 25.99 | 46.88 | 13.65 | 14.30 | 15.99 | 29.66 | 18.46 | 60.88 | 73.75 | 68.83 | 15.07 | 39.54 | 22.39 |
| Yield(%) | 0.00 | 0.00 | 0.17 | 0.24 | 0.09 | 4.76 | 5.65 | … | … | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 | 0.34 | 0.02 | 0.00 | 0.00 | 0.00 | 0.51 | 0.00 | 1.31 | 0.00 | 15.54 | 52.38 | 4.49 | 6.53 |
Data as of 04/14/2014, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATAX (Nuveen Mid Cap Select A) |
-53.72%
Feb 2000 – Feb 2003 |
-31.11%
Feb 2000 – Feb 2005 |
-16.50%
Feb 2000 – Feb 2010 |
-0.91%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATAX (Nuveen Mid Cap Select A) |
50.84%
Sep 1997 – Sep 2000 |
19.92%
Sep 2002 – Sep 2007 |
9.53%
Sep 2002 – Sep 2012 |
2.58%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart