Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVOBX (Nuveen Tradewinds Value Opportunities B) | NA | 10.35% | 11.40% | 9.60% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 07/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVOBX (Nuveen Tradewinds Value Opportunities B) | 07/12/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.35 | 11.40 | 9.60 | NA | NA | NA | … | … | 6.42 | 26.41 | 1.28 | -6.13 | 22.86 | 49.67 | -32.52 | 9.50 | 24.14 | 11.82 |
| Sharpe Ratio | NA | 1.35 | 0.83 | 0.65 | NA | NA | NA | … | … | 0.96 | 2.31 | 0.08 | -0.31 | 1.56 | 1.92 | -0.95 | 0.43 | 1.95 | 2.49 |
| Standard Deviation(%) | NA | 7.63 | 12.90 | 14.59 | NA | NA | NA | … | … | 7.50 | 11.40 | 15.76 | 19.92 | 14.61 | 25.88 | 35.22 | 15.04 | 10.76 | 9.63 |
| Draw Down(%) | NA | 6.87 | 20.21 | 20.48 | NA | NA | NA | … | … | 6.87 | 4.91 | 20.21 | 17.17 | 9.55 | 20.94 | 51.48 | 11.93 | 10.46 | 5.31 |
| Yield(%) | 0.00 | 3.24 | 4.76 | 4.12 | 4.26 | 2.84 | 2.13 | … | … | 0.00 | 3.88 | 2.90 | 7.25 | 4.78 | 0.00 | 3.41 | 6.18 | 1.41 | 0.00 |
Data as of 11/20/2014, 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 |
|---|---|---|---|---|
| NVOBX (Nuveen Tradewinds Value Opportunities B) |
-7.39%
Feb 2006 – Feb 2009 |
0.83%
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 |
|---|---|---|---|---|
| NVOBX (Nuveen Tradewinds Value Opportunities B) |
27.14%
Feb 2009 – Feb 2012 |
19.37%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart