Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NNSAX (Nuveen Moderate Allocation A) | NA | -4.43% | 12.98% | 2.21% | 4.21% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NNSAX (Nuveen Moderate Allocation A) | 11/12/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.43 | 12.98 | 2.21 | 4.21 | NA | NA | … | … | 2.20 | -4.35 | 13.82 | 29.62 | -25.80 | 6.28 | 12.70 | 6.55 | 7.60 | 17.76 | -13.35 | 0.65 | 9.35 | 8.86 | 6.27 |
| Sharpe Ratio | NA | -0.35 | 1.06 | 0.10 | 0.23 | NA | NA | … | … | 2.47 | -0.32 | 1.18 | 1.70 | -1.07 | 0.35 | 1.49 | 0.70 | 0.97 | 1.89 | -0.97 | -0.16 | 0.48 | 0.49 | 2.57 |
| Standard Deviation(%) | NA | 12.65 | 12.37 | 16.26 | 13.23 | NA | NA | … | … | 3.28 | 13.71 | 11.63 | 17.40 | 24.85 | 9.44 | 6.32 | 6.23 | 6.85 | 9.02 | 14.88 | 10.85 | 11.05 | 11.47 | 21.82 |
| Draw Down(%) | NA | 14.79 | 14.79 | 39.09 | 39.09 | NA | NA | … | … | 0.87 | 14.79 | 8.23 | 16.09 | 37.78 | 5.18 | 4.92 | 3.57 | 5.33 | 5.93 | 20.77 | 13.78 | 5.18 | 9.74 | 6.15 |
| Yield(%) | 0.00 | 3.14 | 3.65 | 4.38 | 4.86 | 4.86 | 3.64 | … | … | 0.00 | 3.20 | 2.40 | 3.34 | 4.43 | 11.35 | 8.62 | 9.73 | 2.43 | 2.14 | 2.40 | 1.89 | 10.30 | 6.47 | 5.07 |
Data as of 04/12/2012, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNSAX (Nuveen Moderate Allocation A) |
-8.33%
Feb 2006 – Feb 2009 |
-2.45%
Feb 2004 – Feb 2009 |
1.08%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNSAX (Nuveen Moderate Allocation A) |
17.45%
Feb 2009 – Feb 2012 |
10.93%
Sep 2002 – Sep 2007 |
4.92%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart