Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCBBX (Nuveen Strategic Income B) | NA | 6.71% | 7.06% | 6.31% | 5.36% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 04/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCBBX (Nuveen Strategic Income B) | 04/10/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.71 | 7.06 | 6.31 | 5.36 | NA | NA | … | … | 5.60 | 1.07 | 12.94 | 2.54 | 8.16 | 35.43 | -15.56 | 5.22 | 2.34 | 1.89 | 4.80 | 8.97 | 5.06 | 3.03 |
| Sharpe Ratio | NA | 3.93 | 2.40 | 1.93 | 0.91 | NA | NA | … | … | 3.96 | 0.29 | 4.77 | 0.63 | 2.20 | 4.95 | -1.74 | 0.53 | -0.34 | -0.10 | 0.90 | 1.49 | 0.75 | 0.34 |
| Standard Deviation(%) | NA | 1.70 | 2.88 | 3.25 | 4.82 | NA | NA | … | … | 1.58 | 3.59 | 2.73 | 3.96 | 3.67 | 7.13 | 9.42 | 4.16 | 2.81 | 2.97 | 4.28 | 5.57 | 5.30 | 6.75 |
| Draw Down(%) | NA | 0.63 | 6.98 | 6.98 | 24.87 | NA | NA | … | … | 0.63 | 6.98 | 2.30 | 5.61 | 2.88 | 10.24 | 24.87 | 2.92 | 2.47 | 3.26 | 5.81 | 6.67 | 4.93 | 5.21 |
| Yield(%) | 0.00 | 2.47 | 3.44 | 3.60 | 3.97 | 3.98 | 2.99 | … | … | 1.77 | 3.82 | 3.58 | 3.19 | 3.76 | 6.60 | 6.68 | 3.59 | 3.56 | 3.60 | 3.83 | 4.33 | 5.16 | 7.83 |
Data as of 11/20/2014, Common starting date is 04/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBBX (Nuveen Strategic Income B) |
-4.68%
Nov 2005 – Nov 2008 |
-2.00%
Mar 2004 – Mar 2009 |
4.92%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBBX (Nuveen Strategic Income B) |
17.72%
Feb 2009 – Feb 2012 |
12.98%
Mar 2009 – Mar 2014 |
6.44%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart