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NTERX: NUVEEN TRADEWINDS EMERGING MARKETS FUND CLASS R3 (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/09/2009 |
Last Dividend Date: | 06/21/2016 |
12-Mo. Yield | 0.00% |
Expenses | 2.08% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.3 | 1.7 | 0.0 | 7.1 | -15.0 | -8.8 | -7.7 | -2.2 | -28.7 | 26.8 | 69.6 |
Sharpe Ratio | NA | 1.87 | -0.4 | -0.49 | 0.09 | 0.0 | 0.56 | -0.92 | -0.74 | -0.57 | -0.15 | -1.49 | 1.56 | 2.35 |
Draw Down(%) | NA | 7.4 | 40.6 | 46.7 | 57.1 | 0.0 | 13.0 | 26.8 | 23.3 | 21.8 | 26.8 | 32.0 | 13.8 | 16.9 |
Standard Deviation(%) | NA | 10.5 | 13.6 | 13.9 | 17.9 | NA | 12.4 | 16.3 | 11.9 | 13.6 | 15.3 | 19.3 | 17.1 | 30.5 |
Treynor Ratio | NA | 0.43 | -0.08 | -0.09 | 0.02 | NA | 0.13 | -0.18 | -0.11 | -0.1 | -0.03 | -0.41 | 0.35 | 0.82 |
Alpha | NA | 0.02 | -0.02 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | -0.04 | -0.01 | -0.07 | -0.08 | 0.04 | 0.02 |
Beta | NA | 0.46 | 0.72 | 0.75 | 0.78 | 0.0 | 0.54 | 0.84 | 0.81 | 0.81 | 0.83 | 0.7 | 0.76 | 0.87 |
RSquared | NA | 0.47 | 0.73 | 0.74 | 0.81 | 0.0 | 0.57 | 0.87 | 0.78 | 0.74 | 0.79 | 0.89 | 0.89 | 0.84 |
Yield(%) | N/A | 8.1 | 1.9 | 1.1 | N/A | 0.0 | 7.5 | 0.1 | 0.0 | 0.5 | 0.2 | 2.3 | 5.1 | 0.0 |
Dividend Growth(%) | N/A | 7300.0 | 27.1 | N/A | N/A | -100.0 | 7300.0 | N/A | -100.0 | 220.0 | -94.8 | -48.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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