Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNAX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS A) | NA | -4.63% | 1.37% | 1.62% | 5.61% | 4.81% | 3.77% | … | … |
Data as of 12/06/2019, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNAX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS A) | 11/12/1998 | 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.63 | 1.37 | 1.62 | 5.61 | 4.81 | 3.77 | … | … | 0.47 | -11.32 | 16.57 | 6.31 | -1.28 | 5.15 | 19.38 | 12.77 | -2.58 | 12.30 | 30.28 | -31.85 | 9.49 | 12.58 | 7.69 | 11.34 | 24.16 | -15.75 | -10.52 | -2.55 | 11.53 | -1.20 |
| Sharpe Ratio | NA | -0.38 | 0.02 | 0.07 | 0.29 | NA | NA | … | … | -0.06 | -1.05 | 2.99 | 0.58 | -0.12 | 0.49 | 2.06 | 0.30 | -0.14 | 0.78 | 0.79 | -1.10 | 0.54 | 1.02 | 0.66 | 1.15 | 2.07 | -1.01 | -0.87 | -0.46 | 0.71 | -0.69 |
| Standard Deviation(%) | NA | 16.14 | 11.76 | 11.69 | 18.07 | NA | NA | … | … | 15.91 | 12.10 | 5.35 | 10.48 | 11.08 | 10.57 | 9.40 | 42.78 | 18.95 | 15.73 | 38.21 | 29.73 | 12.09 | 9.15 | 8.40 | 9.05 | 11.32 | 16.71 | 15.00 | 14.21 | 11.61 | 17.16 |
| Draw Down(%) | NA | 13.03 | 19.27 | 19.27 | 28.47 | NA | NA | … | … | 13.03 | 19.27 | 1.64 | 9.49 | 10.51 | 7.62 | 8.21 | 28.47 | 18.17 | 12.59 | 20.45 | 42.91 | 8.00 | 8.86 | 5.43 | 7.79 | 9.74 | 24.88 | 23.39 | 12.62 | 8.33 | 6.99 |
| Yield(%) | 0.00 | 6.83 | 5.38 | 5.46 | 5.80 | 4.98 | 4.05 | … | … | 2.48 | 4.25 | 5.59 | 4.16 | 4.35 | 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 | 0.00 | 0.00 |
Data as of 12/06/2019, 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 |
|---|---|---|---|---|
| FSNAX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS A) |
-12.29%
Mar 2000 – Mar 2003 |
-3.33%
Feb 2004 – Feb 2009 |
-0.90%
Feb 1999 – Feb 2009 |
3.61%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNAX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS A) |
21.33%
Feb 2009 – Feb 2012 |
17.65%
Feb 2009 – Feb 2014 |
10.69%
Feb 2009 – Feb 2019 |
8.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart