Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCCAX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS A) | NA | -18.84% | -5.54% | 1.81% | 4.02% | NA | NA | … | … |
Data as of 05/18/2018, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCCAX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS A) | 12/27/2006 | 05/18/2018 |
| 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.84 | -5.54 | 1.81 | 4.02 | NA | NA | … | … | -27.45 | 16.51 | 7.09 | -2.54 | 11.69 | 31.15 | 12.81 | -5.12 | 29.27 | 35.49 | -37.57 | 1.41 | -0.85 |
| Sharpe Ratio | NA | -0.57 | -0.26 | 0.08 | 0.16 | NA | NA | … | … | -1.05 | 1.94 | 0.48 | -0.17 | 0.88 | 2.34 | 0.86 | -0.18 | 1.30 | 1.22 | -0.93 | -0.08 | -35.39 |
| Standard Deviation(%) | NA | 34.54 | 23.02 | 19.67 | 24.30 | NA | NA | … | … | 55.04 | 8.21 | 14.26 | 15.08 | 13.24 | 13.27 | 14.96 | 28.30 | 22.49 | 29.04 | 41.41 | 19.68 | 1.96 |
| Draw Down(%) | NA | 31.31 | 31.31 | 31.31 | 52.00 | NA | NA | … | … | 31.31 | 3.76 | 13.42 | 11.98 | 9.49 | 7.75 | 11.52 | 25.84 | 15.71 | 23.26 | 51.11 | 13.72 | 0.85 |
| Yield(%) | 0.00 | 7.55 | 2.62 | 2.28 | 1.62 | 1.11 | 0.83 | … | … | 0.00 | 7.82 | 0.00 | 0.02 | 0.03 | 1.45 | 0.83 | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 | 0.03 |
Data as of 05/18/2018, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCCAX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS A) |
-8.18%
Jun 2007 – Jun 2010 |
0.09%
May 2007 – May 2012 |
5.70%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCCAX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS A) |
28.67%
Feb 2009 – Feb 2012 |
23.72%
Feb 2009 – Feb 2014 |
8.90%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart