Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSKCX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS C) | NA | -6.60% | -0.87% | -0.25% | 3.81% | 3.43% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSKCX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS C) | 10/03/2001 | 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 | -6.60 | -0.87 | -0.25 | 3.81 | 3.43 | NA | … | … | -2.89 | -10.42 | 11.73 | 3.82 | -1.72 | 4.38 | 13.89 | 11.36 | -1.91 | 10.74 | 28.48 | -29.44 | 7.91 | 10.55 | 5.94 | 9.02 | 18.59 | -12.20 | 4.99 |
| Sharpe Ratio | NA | -0.49 | -0.18 | -0.11 | 0.34 | NA | NA | … | … | -0.27 | -1.34 | 3.22 | 0.49 | -0.22 | 0.52 | 1.80 | 1.46 | -0.13 | 0.86 | 0.92 | -1.25 | 0.51 | 0.96 | 0.55 | 1.09 | 1.97 | -1.00 | 1.72 |
| Standard Deviation(%) | NA | 16.37 | 10.72 | 9.88 | 10.16 | NA | NA | … | … | 16.47 | 8.76 | 3.46 | 7.34 | 8.03 | 8.39 | 7.69 | 7.82 | 15.13 | 12.33 | 30.90 | 24.31 | 9.64 | 7.59 | 6.92 | 7.39 | 9.08 | 13.33 | 12.16 |
| Draw Down(%) | NA | 14.18 | 16.13 | 16.13 | 16.13 | NA | NA | … | … | 14.18 | 16.13 | 1.05 | 7.19 | 8.23 | 6.00 | 7.65 | 7.32 | 15.40 | 9.77 | 18.38 | 39.70 | 6.30 | 7.26 | 4.44 | 6.46 | 7.62 | 20.06 | 3.60 |
| Yield(%) | 0.00 | 5.60 | 3.92 | 5.20 | 4.91 | 4.46 | 4.02 | … | … | 0.84 | 4.49 | 4.07 | 2.58 | 5.43 | 12.11 | 6.67 | 4.26 | 0.58 | 1.81 | 2.33 | 5.73 | 8.25 | 2.06 | 1.76 | 1.47 | 1.38 | 1.51 | 4.30 |
Data as of 12/06/2019, Common starting date is 10/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSKCX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS C) |
-10.31%
Feb 2006 – Feb 2009 |
-3.57%
Feb 2004 – Feb 2009 |
3.52%
Dec 2001 – Dec 2011 |
3.51%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSKCX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS C) |
19.37%
Feb 2009 – Feb 2012 |
15.36%
Feb 2009 – Feb 2014 |
8.67%
Feb 2009 – Feb 2019 |
6.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart