Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBMSX (Nuveen Conservative Allocation A) | NA | 0.45% | 11.89% | 2.90% | 4.25% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMSX (Nuveen Conservative Allocation A) | 06/17/1997 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.45 | 11.89 | 2.90 | 4.25 | NA | NA | … | … | 0.61 | 1.79 | 11.91 | 22.46 | -19.33 | 3.34 | 10.48 | 5.91 | 6.11 | 13.72 | -9.89 | -2.83 | 5.41 | 4.68 | 8.41 | 6.23 |
| Sharpe Ratio | NA | 0.04 | 1.31 | 0.19 | 0.32 | NA | NA | … | … | 0.81 | 0.16 | 1.54 | 1.85 | -1.13 | 0.05 | 1.73 | 0.83 | 1.02 | 1.96 | -1.12 | -0.74 | 0.18 | 0.22 | 0.65 | 1.08 |
| Standard Deviation(%) | NA | 10.77 | 9.15 | 11.78 | 9.46 | NA | NA | … | … | 2.69 | 11.30 | 7.67 | 12.09 | 17.84 | 6.84 | 4.17 | 4.50 | 5.06 | 6.65 | 9.83 | 7.12 | 7.62 | 6.47 | 7.86 | 7.65 |
| Draw Down(%) | NA | 9.77 | 9.77 | 31.37 | 31.37 | NA | NA | … | … | 1.24 | 9.77 | 5.15 | 12.22 | 29.86 | 4.41 | 3.04 | 2.62 | 4.79 | 4.09 | 14.31 | 7.97 | 4.02 | 6.82 | 9.27 | 4.13 |
| Yield(%) | 0.00 | 3.07 | 4.07 | 3.67 | 3.49 | 3.88 | 2.91 | … | … | 0.00 | 3.13 | 3.33 | 4.20 | 4.69 | 5.49 | 2.87 | 2.78 | 2.75 | 2.53 | 2.85 | 3.50 | 7.22 | 3.56 | 5.66 | 3.26 |
Data as of 04/12/2012, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMSX (Nuveen Conservative Allocation A) |
-6.20%
Feb 2006 – Feb 2009 |
-1.45%
Feb 2004 – Feb 2009 |
0.37%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMSX (Nuveen Conservative Allocation A) |
15.19%
Feb 2009 – Feb 2012 |
8.55%
Oct 2002 – Oct 2007 |
4.73%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart