Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVOAX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS A) | NA | 7.82% | 5.12% | 9.38% | 5.89% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 07/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVOAX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS A) | 07/12/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.82 | 5.12 | 9.38 | 5.89 | NA | NA | … | … | 4.04 | 8.01 | -0.11 | 7.54 | 27.32 | 2.05 | -5.45 | 23.80 | 50.79 | -32.03 | 10.43 | 25.07 | 11.90 |
| Sharpe Ratio | NA | 0.53 | 0.33 | 0.68 | 0.29 | NA | NA | … | … | 1.20 | 0.40 | -0.01 | 0.69 | 2.40 | 0.13 | -0.28 | 1.62 | 1.96 | -0.93 | 0.49 | 2.02 | 2.49 |
| Standard Deviation(%) | NA | 13.75 | 14.72 | 13.53 | 19.29 | NA | NA | … | … | 3.53 | 19.49 | 15.50 | 10.85 | 11.38 | 15.80 | 19.80 | 14.61 | 25.90 | 35.27 | 15.04 | 10.76 | 9.64 |
| Draw Down(%) | NA | 8.83 | 16.37 | 16.37 | 53.25 | NA | NA | … | … | 1.49 | 11.94 | 13.19 | 10.52 | 4.87 | 19.98 | 16.90 | 9.40 | 20.87 | 51.19 | 11.87 | 10.41 | 5.28 |
| Yield(%) | 0.00 | 18.39 | 13.38 | 11.69 | 7.29 | 8.00 | 6.00 | … | … | 6.73 | 12.76 | 9.26 | 18.38 | 4.63 | 3.64 | 7.88 | 5.49 | 0.00 | 3.54 | 6.96 | 2.24 | 0.00 |
Data as of 10/31/2017, Common starting date is 07/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVOAX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS A) |
-6.66%
Feb 2006 – Feb 2009 |
1.60%
May 2007 – May 2012 |
6.36%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVOAX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS A) |
28.08%
Feb 2009 – Feb 2012 |
20.27%
Nov 2008 – Nov 2013 |
9.67%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart