Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNBX (Nuveen Strategy Growth Allocation B) | NA | 8.70% | 13.02% | 9.10% | 5.81% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNBX (Nuveen Strategy Growth Allocation B) | 10/04/2001 | 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 | 8.70 | 13.02 | 9.10 | 5.81 | NA | NA | … | … | 5.37 | 18.45 | 11.96 | -3.25 | 11.50 | 28.58 | -32.39 | 8.69 | 11.72 | 6.81 | 10.54 | 23.36 | -16.15 | 6.60 |
| Sharpe Ratio | NA | 1.32 | 0.42 | 0.31 | 0.15 | NA | NA | … | … | 0.92 | 1.97 | 0.28 | -0.17 | 0.73 | 0.75 | -1.12 | 0.47 | 0.93 | 0.55 | 1.04 | 2.00 | -1.01 | 2.07 |
| Standard Deviation(%) | NA | 6.59 | 29.51 | 29.55 | 32.59 | NA | NA | … | … | 6.54 | 9.34 | 42.82 | 18.90 | 15.71 | 38.16 | 29.69 | 12.06 | 9.11 | 8.38 | 9.19 | 11.32 | 17.07 | 14.25 |
| Draw Down(%) | NA | 4.78 | 28.65 | 28.65 | 46.60 | NA | NA | … | … | 4.78 | 8.25 | 28.65 | 18.43 | 12.75 | 20.55 | 43.14 | 8.11 | 8.95 | 5.55 | 8.09 | 9.87 | 25.09 | 4.22 |
| Yield(%) | 0.00 | 5.72 | 4.81 | 3.59 | 3.34 | 2.91 | 2.18 | … | … | 0.00 | 6.47 | 5.71 | 1.41 | 1.59 | 1.63 | 5.96 | 3.70 | 1.80 | 1.33 | 1.03 | 1.51 | 0.98 | 4.47 |
Data as of 11/20/2014, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNBX (Nuveen Strategy Growth Allocation B) |
-11.74%
Feb 2006 – Feb 2009 |
-4.06%
Feb 2004 – Feb 2009 |
3.35%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNBX (Nuveen Strategy Growth Allocation B) |
20.26%
Feb 2009 – Feb 2012 |
16.68%
Feb 2009 – Feb 2014 |
7.35%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart