Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NSGQX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS R3) NA 13.25% 14.65% 12.40% NA NA NA
Data as of 12/28/2018, Common starting date is 12/01/2009
More Performance Analytics Comparison
Name Start Date End Date
NSGQX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS R3) 12/01/2009 12/28/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 13.25 14.65 12.40 NA NA NA 13.92 29.09 3.08 5.15 12.00 27.14 14.82 -9.01 23.27 3.06
Sharpe Ratio NA 0.88 1.07 0.88 NA NA NA 0.94 3.47 0.18 0.32 0.91 2.40 1.07 -0.33 1.20 4.05
Standard Deviation(%) NA 13.48 12.99 13.62 NA NA NA 13.49 8.23 15.99 15.90 13.10 11.29 13.95 27.81 19.26 10.77
Draw Down(%) NA 10.03 12.91 14.10 NA NA NA 10.03 2.90 11.39 11.89 8.67 6.23 10.78 22.54 13.13 1.34
Yield(%) 0.00 28.12 15.87 12.40 10.45 6.97 5.22 27.97 8.47 6.70 3.99 6.32 0.71 0.74 0.00 0.00 0.00
Data as of 12/28/2018, Common starting date is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSGQX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS R3) 6.67%
Dec 2013 – Dec 2016
6.86%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSGQX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS R3) 17.80%
Dec 2011 – Dec 2014
15.64%
Jan 2013 – Jan 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return