Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCGAX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS A) | NA | 13.41% | 14.89% | 12.65% | 17.04% | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 12/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCGAX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS A) | 12/02/2008 | 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.41 | 14.89 | 12.65 | 17.04 | NA | NA | … | … | 14.06 | 29.46 | 3.32 | 5.40 | 12.25 | 27.50 | 15.13 | 2.53 | 23.57 | 39.55 | 6.64 |
| Sharpe Ratio | NA | 0.90 | 1.09 | 0.90 | 0.99 | NA | NA | … | … | 0.95 | 3.51 | 0.19 | 0.34 | 0.94 | 2.42 | 1.09 | 0.10 | 1.24 | 1.58 | 3.60 |
| Standard Deviation(%) | NA | 13.46 | 12.98 | 13.62 | 16.93 | NA | NA | … | … | 13.48 | 8.26 | 15.96 | 15.93 | 13.08 | 11.33 | 13.93 | 25.19 | 19.00 | 24.90 | 34.60 |
| Draw Down(%) | NA | 10.00 | 12.90 | 13.99 | 19.96 | NA | NA | … | … | 10.00 | 2.90 | 11.38 | 11.89 | 8.63 | 6.19 | 10.71 | 19.96 | 13.10 | 19.57 | 4.91 |
| Yield(%) | 0.00 | 28.30 | 16.06 | 12.63 | 16.83 | 11.63 | 8.72 | … | … | 27.91 | 8.74 | 6.94 | 4.24 | 6.35 | 0.99 | 1.03 | 10.50 | 0.00 | 0.08 | 0.00 |
Data as of 12/28/2018, Common starting date is 12/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCGAX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS A) |
6.92%
Dec 2013 – Dec 2016 |
9.66%
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 |
|---|---|---|---|---|
| NCGAX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS A) |
30.76%
Feb 2009 – Feb 2012 |
24.26%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
