Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSBBX (Nuveen Santa Barbara Dividend Growth B) | NA | 10.80% | 16.02% | 12.76% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSBBX (Nuveen Santa Barbara Dividend Growth B) | 04/18/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.80 | 16.02 | 12.76 | NA | NA | NA | … | … | 6.03 | 24.50 | 12.22 | 4.14 | 14.34 | 16.21 | -25.14 | 10.58 | 13.40 |
| Sharpe Ratio | NA | 1.42 | 1.42 | 0.87 | NA | NA | NA | … | … | 0.92 | 2.25 | 1.06 | 0.19 | 0.84 | 0.66 | -0.72 | 0.51 | 1.85 |
| Standard Deviation(%) | NA | 7.56 | 10.80 | 14.65 | NA | NA | NA | … | … | 7.38 | 10.87 | 11.61 | 21.61 | 16.92 | 24.29 | 36.07 | 14.86 | 8.72 |
| Draw Down(%) | NA | 5.90 | 10.23 | 16.45 | NA | NA | NA | … | … | 5.90 | 6.18 | 10.23 | 16.45 | 13.42 | 26.01 | 39.15 | 7.48 | 4.11 |
| Yield(%) | 0.00 | 1.05 | 1.43 | 1.38 | 1.18 | 0.79 | 0.59 | … | … | 0.21 | 1.66 | 1.54 | 0.84 | 1.11 | 1.22 | 0.74 | 1.60 | 1.29 |
Data as of 11/20/2014, Common starting date is 04/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBBX (Nuveen Santa Barbara Dividend Growth B) |
-6.91%
Jun 2007 – Jun 2010 |
0.95%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBBX (Nuveen Santa Barbara Dividend Growth B) |
21.63%
Feb 2009 – Feb 2012 |
18.51%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart