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FIGWX: NUVEEN LARGE CAP GROWTH OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/29/1993 |
| Last Dividend Date: | 12/15/2016 |
| 12-Mo. Yield | 11.71% |
| Expenses | 0.98% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/29/1993 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.4 | 0.5 | 7.7 | 4.7 | 7.2 | 5.0 | 6.7 | -8.2 | -1.0 | 9.0 | 7.5 | 33.7 | 14.5 | -2.7 | 22.5 | 33.7 | -37.3 | 17.7 | 4.4 | 7.1 | 9.0 | 24.2 | -25.1 | -22.2 | -1.1 | 14.4 | 30.7 | 22.8 | 18.2 | 30.0 | -5.3 | 11.3 |
| Sharpe Ratio | NA | -0.24 | 0.01 | 0.38 | 0.19 | NA | NA | 0.26 | -0.29 | -0.08 | 0.54 | 0.47 | 2.59 | 0.95 | -0.11 | 1.08 | 1.39 | -1.01 | 0.88 | 0.1 | 0.45 | 0.64 | 1.32 | -1.03 | -1.16 | -0.19 | 0.64 | 1.35 | 1.25 | 1.15 | 2.46 | -0.74 | 1.42 |
| Draw Down(%) | NA | 27.0 | 27.0 | 27.0 | 49.1 | NA | NA | 55.4 | 27.0 | 14.6 | 12.4 | 11.8 | 6.9 | 11.8 | 18.7 | 16.3 | 19.3 | 45.7 | 9.4 | 11.2 | 6.8 | 10.9 | 13.5 | 33.5 | 36.0 | 19.7 | 14.1 | 25.3 | 10.4 | 12.6 | 6.2 | 13.0 | 5.7 |
| Standard Deviation(%) | NA | 32.8 | 22.8 | 20.0 | 23.2 | NA | NA | 19.7 | 35.6 | 14.4 | 16.7 | 15.8 | 13.0 | 15.4 | 25.7 | 20.7 | 24.3 | 37.6 | 16.8 | 11.6 | 10.9 | 12.6 | 17.8 | 25.4 | 21.4 | 26.8 | 17.3 | 20.3 | 15.4 | 12.7 | 10.6 | 11.2 | 9.1 |
| Treynor Ratio | NA | -0.09 | 0.0 | 0.07 | 0.04 | NA | NA | 0.06 | -0.12 | -0.01 | 0.09 | 0.07 | 0.32 | 0.14 | -0.03 | 0.21 | 0.34 | -0.38 | 0.15 | 0.01 | 0.06 | 0.1 | 0.26 | -0.33 | -0.43 | -0.07 | 0.15 | 0.37 | 0.28 | 0.24 | 0.43 | -0.1 | 0.17 |
| Alpha | NA | -0.1 | -0.04 | -0.03 | -0.01 | NA | NA | 0.01 | -0.12 | 0.0 | 0.0 | -0.03 | -0.01 | -0.02 | -0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.05 | 0.01 | 0.02 | 0.02 | 0.02 | 0.03 | -0.03 | 0.05 |
| Beta | NA | 0.87 | 0.97 | 1.02 | 1.0 | NA | NA | 0.84 | 0.85 | 0.95 | 1.01 | 1.14 | 1.06 | 1.03 | 0.96 | 1.05 | 0.98 | 1.0 | 1.0 | 0.85 | 0.88 | 0.83 | 0.91 | 0.78 | 0.58 | 0.71 | 0.73 | 0.74 | 0.68 | 0.6 | 0.61 | 0.83 | 0.75 |
| RSquared | NA | 0.08 | 0.41 | 0.54 | 0.83 | NA | NA | 0.8 | 0.06 | 0.96 | 0.97 | 0.96 | 0.95 | 0.95 | 0.97 | 0.94 | 0.98 | 0.98 | 0.97 | 0.91 | 0.91 | 0.93 | 0.97 | 0.95 | 0.91 | 0.84 | 0.8 | 0.77 | 0.8 | 0.46 | 0.35 | 0.64 | 0.59 |
| Yield(%) | N/A | 11.7 | 13.9 | 14.1 | 7.9 | 9.4 | 6.5 | N/A | 0.0 | 11.7 | 19.6 | 17.0 | 18.4 | 1.3 | 3.4 | 0.0 | 0.5 | 0.3 | 10.2 | 1.3 | 0.0 | 0.3 | 0.2 | 0.2 | 0.2 | 12.0 | 5.4 | 12.7 | 17.2 | 4.8 | 0.1 | 0.3 | 0.6 |
| Dividend Growth(%) | N/A | -47.6 | 114.9 | 453.9 | 75.4 | N/A | N/A | N/A | -100.0 | -47.6 | 5.0 | 1.9 | 1559.6 | -65.1 | N/A | -100.0 | 6.1 | -96.9 | 700.3 | N/A | -100.0 | 42.0 | -7.4 | -6.9 | -98.8 | 139.1 | -50.0 | -21.6 | 299.7 | 5556.5 | -60.3 | -49.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/1993
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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