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FMCYX: NUVEEN MID CAP INDEX FUND CLASS R3 (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/26/2000 |
Last Dividend Date: | 04/25/2017 |
12-Mo. Yield | 2.63% |
Expenses | 1.01% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/20/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 16.6 | 8.0 | 13.0 | 7.6 | 10.6 | 8.3 | 5.7 | 19.7 | -2.9 | 8.6 | 32.2 | 17.0 | -2.4 | 25.6 | 36.4 | -36.4 | 7.3 | 9.3 | 11.7 | 15.5 | 34.3 | -15.1 | -2.4 | 2.2 |
Sharpe Ratio | NA | 2.01 | 0.58 | 0.96 | 0.32 | NA | 0.35 | 0.91 | 1.23 | -0.2 | 0.66 | 2.44 | 1.12 | -0.08 | 1.22 | 1.13 | -0.86 | 0.26 | 0.44 | 0.76 | 1.08 | 2.07 | -0.65 | -0.21 | 14.35 |
Draw Down(%) | NA | 4.4 | 19.5 | 19.5 | 54.5 | NA | 55.4 | 4.4 | 11.4 | 12.6 | 10.8 | 7.3 | 11.1 | 26.3 | 17.4 | 27.5 | 53.0 | 11.4 | 12.8 | 8.0 | 10.7 | 13.6 | 32.0 | 26.0 | 1.9 |
Standard Deviation(%) | NA | 8.0 | 13.4 | 13.4 | 23.3 | NA | 21.1 | 6.9 | 15.7 | 15.0 | 13.1 | 13.2 | 15.2 | 28.6 | 20.9 | 32.2 | 43.3 | 16.3 | 13.8 | 12.5 | 13.5 | 16.3 | 25.0 | 23.1 | 36.5 |
Treynor Ratio | NA | 0.24 | 0.08 | 0.13 | 0.07 | NA | 0.07 | 0.12 | 0.19 | -0.03 | 0.09 | 0.31 | 0.17 | -0.02 | 0.27 | 0.37 | -0.39 | 0.04 | 0.06 | 0.09 | 0.14 | 0.34 | -0.16 | -0.05 | 6.55 |
Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | NA | -0.01 | -0.01 | 0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.14 |
Beta | NA | 0.66 | 0.94 | 0.97 | 0.98 | NA | 0.99 | 0.53 | 1.0 | 0.96 | 1.01 | 1.03 | 1.01 | 1.04 | 0.95 | 0.98 | 0.96 | 0.97 | 1.09 | 1.01 | 1.04 | 0.98 | 0.99 | 0.99 | 0.8 |
RSquared | NA | 0.5 | 0.89 | 0.91 | 0.97 | NA | 0.97 | 0.38 | 0.95 | 0.96 | 0.94 | 0.95 | 0.97 | 0.99 | 0.97 | 0.99 | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | 0.96 | 0.99 | 0.95 | 0.15 |
Yield(%) | N/A | 10.2 | 7.2 | 7.7 | 5.2 | 8.1 | N/A | 2.7 | 8.2 | 6.9 | 5.7 | 5.2 | 4.2 | 3.7 | 0.8 | 0.8 | 5.5 | 12.2 | 5.7 | 7.2 | 3.9 | 2.4 | 2.4 | 4.1 | 0.2 |
Dividend Growth(%) | N/A | 43.9 | 130.8 | 76.6 | N/A | N/A | N/A | -62.8 | 4.9 | 26.8 | 34.7 | 38.5 | 8.3 | 500.0 | 33.3 | -91.5 | -58.0 | 119.5 | -14.4 | 100.0 | 104.5 | -12.0 | -43.2 | 2100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2001
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