Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFISX (NUVEEN CORE PLUS BOND FUND CLASS R3) | NA | 6.48% | 2.98% | 2.12% | 3.59% | 3.81% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFISX (NUVEEN CORE PLUS BOND FUND CLASS R3) | 10/01/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.48 | 2.98 | 2.12 | 3.59 | 3.81 | NA | … | … | 5.94 | -2.17 | 4.58 | 5.80 | -3.15 | 4.90 | -0.03 | 8.34 | 4.41 | 7.33 | 23.74 | -10.92 | 5.92 | 3.43 | 2.11 | 3.37 | 3.94 | 7.87 | -0.83 |
| Sharpe Ratio | NA | 2.85 | 0.82 | 0.55 | 1.13 | NA | NA | … | … | 2.91 | -1.50 | 1.53 | 1.79 | -1.11 | 2.30 | -0.02 | 3.52 | 1.16 | 1.86 | 4.17 | -1.55 | 0.77 | 0.05 | -0.02 | 0.72 | 0.65 | 1.62 | -0.80 |
| Standard Deviation(%) | NA | 1.76 | 2.29 | 2.60 | 2.87 | NA | NA | … | … | 1.69 | 2.34 | 2.60 | 3.12 | 2.87 | 2.12 | 2.99 | 2.37 | 3.77 | 3.89 | 5.68 | 7.62 | 3.79 | 2.82 | 2.89 | 3.37 | 5.02 | 4.17 | 5.77 |
| Draw Down(%) | NA | 0.57 | 3.38 | 7.37 | 7.37 | NA | NA | … | … | 0.37 | 3.21 | 1.36 | 2.92 | 5.33 | 2.28 | 5.08 | 1.27 | 3.11 | 3.07 | 6.49 | 18.38 | 2.75 | 2.15 | 2.47 | 4.22 | 4.97 | 2.32 | 4.33 |
| Yield(%) | 0.00 | 1.31 | 2.37 | 2.85 | 3.57 | 3.80 | 3.54 | … | … | 1.09 | 2.53 | 3.15 | 3.88 | 3.81 | 3.82 | 4.94 | 3.88 | 3.47 | 3.79 | 5.80 | 4.94 | 4.39 | 3.87 | 4.54 | 3.24 | 5.41 | 4.63 | 1.28 |
Data as of 12/06/2019, Common starting date is 10/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFISX (NUVEEN CORE PLUS BOND FUND CLASS R3) |
-1.90%
Nov 2005 – Nov 2008 |
-0.30%
Mar 2004 – Mar 2009 |
3.57%
Nov 2009 – Nov 2019 |
3.58%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFISX (NUVEEN CORE PLUS BOND FUND CLASS R3) |
13.24%
Feb 2009 – Feb 2012 |
9.53%
Feb 2009 – Feb 2014 |
5.79%
Mar 2009 – Mar 2019 |
4.35%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart