Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMNBX (Nuveen Conservative Allocation B) | NA | -3.28% | 9.90% | 1.48% | 3.15% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 12/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMNBX (Nuveen Conservative Allocation B) | 12/02/1997 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.28 | 9.90 | 1.48 | 3.15 | NA | NA | … | … | 0.61 | -2.19 | 10.96 | 21.57 | -20.01 | 2.56 | 9.58 | 5.20 | 5.34 | 12.92 | -10.54 | -3.53 | 5.42 | 3.94 | 7.79 | 0.34 |
| Sharpe Ratio | NA | -0.33 | 1.13 | 0.07 | 0.21 | NA | NA | … | … | 0.86 | -0.21 | 1.42 | 1.78 | -1.17 | -0.07 | 1.51 | 0.68 | 0.88 | 1.84 | -1.18 | -0.84 | 0.18 | 0.11 | 0.51 | 0.17 |
| Standard Deviation(%) | NA | 10.02 | 8.87 | 11.61 | 9.36 | NA | NA | … | … | 2.50 | 10.74 | 7.66 | 12.05 | 17.77 | 6.82 | 4.17 | 4.48 | 5.01 | 6.65 | 9.85 | 7.12 | 7.60 | 6.48 | 8.84 | 5.78 |
| Draw Down(%) | NA | 10.07 | 10.07 | 32.00 | 32.00 | NA | NA | … | … | 1.23 | 10.07 | 5.32 | 12.33 | 30.39 | 4.45 | 3.09 | 2.75 | 4.91 | 4.20 | 14.74 | 8.19 | 4.09 | 7.07 | 9.45 | 1.75 |
| Yield(%) | 0.00 | 2.33 | 3.12 | 2.80 | 2.39 | NA | NA | … | … | 0.00 | 2.36 | 2.45 | 3.38 | 3.50 | 4.07 | 1.94 | 1.29 | 1.30 | 1.13 | 1.49 | 2.07 | 6.39 | 2.17 | 4.34 | NA |
Data as of 04/12/2012, Common starting date is 12/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMNBX (Nuveen Conservative Allocation B) |
-6.93%
Feb 2006 – Feb 2009 |
-2.20%
Feb 2004 – Feb 2009 |
-0.29%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMNBX (Nuveen Conservative Allocation B) |
13.11%
Feb 2009 – Feb 2012 |
7.76%
Oct 2002 – Oct 2007 |
3.38%
Jan 1998 – Jan 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart