Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFRFX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS R6) | 1.74% | 5.94% | 8.49% | 6.02% | 5.37% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFRFX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS R6) | 01/29/2015 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 5.94 | 8.49 | 6.02 | 5.37 | NA | NA | … | … | 1.74 | 6.35 | 9.92 | 11.48 | -1.50 | 7.16 | 2.01 | 8.16 | 0.10 | 3.47 | 10.42 | -2.28 |
| Sharpe Ratio | NA | 1.35 | 1.95 | 1.22 | 0.86 | NA | NA | … | … | 0.70 | 1.24 | 2.34 | 2.57 | -0.80 | 4.32 | 0.15 | 2.63 | -0.66 | 1.69 | 4.11 | -1.17 |
| Standard Deviation(%) | NA | 2.43 | 2.75 | 2.91 | 4.37 | NA | NA | … | … | 2.48 | 2.81 | 2.69 | 3.07 | 3.65 | 1.65 | 11.46 | 2.54 | 1.95 | 1.67 | 2.48 | 2.13 |
| Draw Down(%) | NA | 1.06 | 2.43 | 5.77 | 22.07 | NA | NA | … | … | 1.06 | 2.43 | 0.77 | 1.54 | 5.77 | 0.68 | 22.07 | 0.92 | 4.32 | 1.05 | 2.49 | 5.29 |
| Yield(%) | 0.00 | 7.26 | 8.40 | 6.86 | 5.85 | 4.16 | 3.12 | … | … | 2.75 | 7.74 | 8.91 | 8.87 | 4.95 | 4.45 | 4.56 | 5.95 | 4.53 | 4.85 | 5.59 | 4.47 |
Data as of 06/09/2026, Common starting date is 01/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFRFX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS R6) |
-1.00%
Mar 2017 – Mar 2020 |
0.86%
Mar 2015 – Mar 2020 |
4.59%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFRFX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS R6) |
9.63%
Sep 2022 – Sep 2025 |
8.58%
Mar 2020 – Mar 2025 |
5.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart