Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCOAX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS A) | 2.10% | 8.19% | 9.27% | 4.44% | 5.23% | 5.08% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCOAX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS A) | 04/29/2010 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 8.19 | 9.27 | 4.44 | 5.23 | 5.08 | NA | … | … | 2.10 | 7.96 | 9.11 | 12.82 | -10.47 | 5.99 | 1.80 | 13.50 | -1.30 | 3.73 | 19.73 | -9.23 | 0.05 | 9.54 | 15.59 | 4.31 | 6.34 |
| Sharpe Ratio | NA | 1.67 | 1.53 | 0.39 | 0.66 | NA | NA | … | … | 0.67 | 1.30 | 1.57 | 1.72 | -1.55 | 2.33 | 0.13 | 4.16 | -0.81 | 0.99 | 3.40 | -1.90 | 0.01 | 3.10 | 4.92 | 0.67 | 2.22 |
| Standard Deviation(%) | NA | 3.32 | 3.98 | 5.03 | 5.60 | NA | NA | … | … | 3.69 | 3.93 | 3.50 | 5.36 | 7.71 | 2.56 | 11.91 | 2.89 | 3.31 | 3.13 | 5.74 | 4.87 | 4.23 | 3.07 | 3.19 | 6.42 | 4.23 |
| Draw Down(%) | NA | 2.24 | 4.28 | 14.86 | 23.05 | NA | NA | … | … | 2.24 | 4.28 | 1.86 | 4.33 | 14.82 | 2.20 | 23.05 | 1.19 | 5.78 | 2.97 | 5.00 | 14.20 | 7.96 | 4.70 | 2.92 | 9.02 | 4.68 |
| Yield(%) | 0.00 | 7.36 | 7.61 | 5.75 | 5.95 | 5.79 | 4.83 | … | … | 2.84 | 7.59 | 7.32 | 7.00 | 4.45 | 4.58 | 5.11 | 6.42 | 5.21 | 6.57 | 7.33 | 5.76 | 6.08 | 6.73 | 7.13 | 6.08 | 2.25 |
Data as of 06/08/2026, Common starting date is 04/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCOAX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS A) |
-1.79%
Sep 2019 – Sep 2022 |
0.87%
Sep 2017 – Sep 2022 |
2.59%
Oct 2013 – Oct 2023 |
4.98%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCOAX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS A) |
11.48%
May 2010 – May 2013 |
8.58%
May 2010 – May 2015 |
6.28%
Sep 2011 – Sep 2021 |
5.55%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart