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FDXAX: NUVEEN MID CAP INDEX FUND CLASS A (MUTUAL FUND)

Basic Info

Asset Class:	MID-CAP BLEND
MyPlanIQ Rating:	Not Rated
Start Date:	12/28/1999
Last Dividend Date:	04/25/2017
12-Mo. Yield	10.42%
Expenses	0.76%
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Performance Analytics (As of 10/31/2017)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 12/28/1999	2017	2016
Annualized Return(%) ?	0.0	16.7	8.2	13.2	7.8	10.8	8.2	5.7	20.0
Sharpe Ratio ?	NA	2.03	0.59	0.98	0.33	NA	0.33	0.93	1.26
Draw Down(%) ?	NA	4.4	19.5	19.5	54.4	NA	55.2	4.4	11.3

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 12/28/1999	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999
Annualized Return(%) ?	0.0	16.7	8.2	13.2	7.8	10.8	8.2	5.7	20.0	-2.7	9.0	32.6	17.2	-2.2	25.8	36.6	-36.2	7.5	9.7	12.0	15.7	34.2	-15.0	-2.3	5.2	1.9
Sharpe Ratio ?	NA	2.03	0.59	0.98	0.33	NA	0.33	0.93	1.26	-0.18	0.69	2.47	1.14	-0.08	1.23	1.13	-0.86	0.28	0.46	0.78	1.1	2.06	-0.65	-0.21	0.04	38.52
Draw Down(%) ?	NA	4.4	19.5	19.5	54.4	NA	55.2	4.4	11.3	12.6	10.6	7.2	11.1	26.2	17.3	27.4	53.0	11.4	12.7	8.0	10.7	13.7	32.0	26.0	20.5	0.0
Standard Deviation(%) ?	NA	7.9	13.4	13.4	23.3	NA	21.6	6.8	15.7	15.0	13.0	13.2	15.2	28.6	20.9	32.2	43.2	16.3	13.8	12.6	13.4	16.2	25.0	23.0	28.8	9.4
Treynor Ratio ?	NA	0.24	0.08	0.13	0.08	NA	0.07	0.12	0.2	-0.03	0.09	0.32	0.17	-0.02	0.27	0.37	-0.39	0.05	0.06	0.1	0.14	0.34	-0.16	-0.05	0.01	4.11
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	0.01	-0.01	0.03	0.01	-0.02	-0.01	-0.02	0.0	0.0	0.0	-0.01	0.08
Beta	NA	0.66	0.93	0.97	0.98	NA	0.98	0.52	1.0	0.96	1.01	1.03	1.01	1.05	0.95	0.98	0.96	0.97	1.09	1.02	1.04	0.98	0.99	1.0	0.91	0.88
RSquared ?	NA	0.5	0.89	0.91	0.97	NA	0.96	0.38	0.95	0.96	0.94	0.95	0.97	0.99	0.97	0.99	0.98	0.97	0.97	0.97	0.95	0.96	0.99	0.98	0.84	1.0
Yield(%)	N/A	10.4	7.4	7.9	5.4	8.4	N/A	2.7	8.4	7.1	5.9	5.4	4.5	3.8	0.7	1.0	5.6	12.3	5.7	7.3	4.2	2.6	2.5	4.0	0.7	0.2
Dividend Growth(%)	N/A	43.8	126.9	80.3	N/A	N/A	N/A	-62.6	4.7	25.0	34.8	34.9	11.5	538.0	-1.2	-89.1	-57.3	120.3	-14.6	91.0	106.0	-13.4	-37.6	459.7	352.9	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 12/28/1999	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999
Annualized Return(%) ?	0.0	16.7	8.2	13.2	7.8	10.8	8.2	5.7	20.0	-2.7	9.0	32.6	17.2	-2.2	25.8	36.6	-36.2	7.5	9.7	12.0	15.7	34.2	-15.0	-2.3	5.2	1.9
Sharpe Ratio ?	NA	2.03	0.59	0.98	0.33	NA	0.33	0.93	1.26	-0.18	0.69	2.47	1.14	-0.08	1.23	1.13	-0.86	0.28	0.46	0.78	1.1	2.06	-0.65	-0.21	0.04	38.52
Draw Down(%) ?	NA	4.4	19.5	19.5	54.4	NA	55.2	4.4	11.3	12.6	10.6	7.2	11.1	26.2	17.3	27.4	53.0	11.4	12.7	8.0	10.7	13.7	32.0	26.0	20.5	0.0
Standard Deviation(%) ?	NA	7.9	13.4	13.4	23.3	NA	21.6	6.8	15.7	15.0	13.0	13.2	15.2	28.6	20.9	32.2	43.2	16.3	13.8	12.6	13.4	16.2	25.0	23.0	28.8	9.4
Treynor Ratio ?	NA	0.24	0.08	0.13	0.08	NA	0.07	0.12	0.2	-0.03	0.09	0.32	0.17	-0.02	0.27	0.37	-0.39	0.05	0.06	0.1	0.14	0.34	-0.16	-0.05	0.01	4.11
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	0.01	-0.01	0.03	0.01	-0.02	-0.01	-0.02	0.0	0.0	0.0	-0.01	0.08
Beta	NA	0.66	0.93	0.97	0.98	NA	0.98	0.52	1.0	0.96	1.01	1.03	1.01	1.05	0.95	0.98	0.96	0.97	1.09	1.02	1.04	0.98	0.99	1.0	0.91	0.88
RSquared ?	NA	0.5	0.89	0.91	0.97	NA	0.96	0.38	0.95	0.96	0.94	0.95	0.97	0.99	0.97	0.99	0.98	0.97	0.97	0.97	0.95	0.96	0.99	0.98	0.84	1.0
Yield(%)	N/A	10.4	7.4	7.9	5.4	8.4	N/A	2.7	8.4	7.1	5.9	5.4	4.5	3.8	0.7	1.0	5.6	12.3	5.7	7.3	4.2	2.6	2.5	4.0	0.7	0.2
Dividend Growth(%)	N/A	43.8	126.9	80.3	N/A	N/A	N/A	-62.6	4.7	25.0	34.8	34.9	11.5	538.0	-1.2	-89.1	-57.3	120.3	-14.6	91.0	106.0	-13.4	-37.6	459.7	352.9	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1999

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FDXAX: NUVEEN MID CAP INDEX FUND CLASS A (MUTUAL FUND)

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FDXAX: NUVEEN MID CAP INDEX FUND CLASS A (MUTUAL FUND)

Basic Info

Performance Analytics (As of 10/31/2017)

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Best Closed End Funds

Latest Articles Related to FDXAX

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