Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NQVBX (Nuveen NWQ Multi-Cap Value B) | NA | 9.78% | 17.40% | 12.01% | 3.91% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 01/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQVBX (Nuveen NWQ Multi-Cap Value B) | 01/02/2003 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.78 | 17.40 | 12.01 | 3.91 | NA | NA | … | … | 5.22 | 33.10 | 11.12 | -6.48 | 19.50 | 33.94 | -48.88 | -7.32 | 15.51 | 10.28 | 21.01 | 42.07 |
| Sharpe Ratio | NA | 1.10 | 1.12 | 0.64 | 0.13 | NA | NA | … | … | 0.68 | 2.44 | 0.66 | -0.23 | 0.98 | 1.07 | -1.06 | -0.58 | 1.04 | 0.73 | 1.78 | 2.58 |
| Standard Deviation(%) | NA | 8.90 | 14.74 | 18.74 | 23.82 | NA | NA | … | … | 8.57 | 13.57 | 16.93 | 28.16 | 19.83 | 31.64 | 47.00 | 17.80 | 11.83 | 11.13 | 11.26 | 16.15 |
| Draw Down(%) | NA | 6.02 | 13.84 | 27.10 | 68.24 | NA | NA | … | … | 6.02 | 5.96 | 13.84 | 27.10 | 15.69 | 28.61 | 62.23 | 20.43 | 11.00 | 7.74 | 7.71 | 16.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.31 | 1.65 | 1.23 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.88 | 5.11 | 1.52 | 1.01 | 3.73 |
Data as of 11/20/2014, Common starting date is 01/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVBX (Nuveen NWQ Multi-Cap Value B) |
-24.25%
Feb 2006 – Feb 2009 |
-10.99%
Feb 2004 – Feb 2009 |
4.20%
Jan 2004 – Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQVBX (Nuveen NWQ Multi-Cap Value B) |
28.16%
Mar 2003 – Mar 2006 |
22.18%
Feb 2009 – Feb 2014 |
7.27%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart