Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return