Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGRX (NUVEEN GROWTH FUND CLASS R3) | NA | 14.98% | 14.95% | 12.11% | NA | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 04/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGRX (NUVEEN GROWTH FUND CLASS R3) | 04/08/2009 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.98 | 14.95 | 12.11 | NA | NA | NA | … | … | 15.59 | 25.40 | 5.58 | 1.82 | 13.17 | 32.50 | 10.77 | -0.76 | 14.23 | 29.84 |
| Sharpe Ratio | NA | 1.06 | 1.12 | 0.90 | NA | NA | NA | … | … | 1.11 | 3.39 | 0.33 | 0.12 | 1.11 | 2.82 | 0.77 | -0.03 | 0.87 | 2.48 |
| Standard Deviation(%) | NA | 12.86 | 12.76 | 13.06 | NA | NA | NA | … | … | 12.87 | 7.35 | 16.38 | 15.06 | 11.84 | 11.51 | 14.00 | 24.52 | 16.21 | 17.19 |
| Draw Down(%) | NA | 10.87 | 11.82 | 14.01 | NA | NA | NA | … | … | 10.87 | 2.74 | 10.25 | 12.16 | 6.53 | 5.98 | 11.42 | 20.94 | 12.70 | 7.62 |
| Yield(%) | 0.00 | 19.69 | 12.68 | 11.54 | 12.60 | 8.40 | 6.30 | … | … | 19.26 | 7.62 | 8.23 | 12.23 | 9.69 | 2.71 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/28/2018, Common starting date is 04/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGRX (NUVEEN GROWTH FUND CLASS R3) |
6.75%
Dec 2013 – Dec 2016 |
8.74%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGRX (NUVEEN GROWTH FUND CLASS R3) |
20.09%
Sep 2011 – Sep 2014 |
15.74%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart