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NTRGX: Nuveen Tradewinds Global Resources I (MUTUAL FUND)
Basic Info
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/28/2008 |
| Last Dividend Date: | 12/29/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.23% |
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Performance Analytics (As of 04/15/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/28/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.1 | -14.9 | 4.5 | -4.8 | 0.0 | -11.5 | -8.1 | -22.7 | 34.2 | 65.2 | -47.0 |
| Sharpe Ratio | NA | 0.29 | -0.71 | 0.19 | -0.16 | 0.0 | -0.81 | -0.38 | -0.85 | 1.51 | 1.77 | -0.93 |
| Draw Down(%) | NA | 10.9 | 43.7 | 43.9 | 66.6 | 0.0 | 21.2 | 31.4 | 30.6 | 15.1 | 22.3 | 66.6 |
| Standard Deviation(%) | NA | 10.6 | 21.1 | 23.0 | 31.8 | NA | 14.2 | 21.6 | 26.8 | 22.5 | 36.8 | 58.0 |
| Treynor Ratio | NA | 0.07 | -0.2 | 0.05 | -0.06 | NA | -0.17 | -0.09 | -0.31 | 0.39 | 0.74 | -0.68 |
| Alpha | NA | -0.03 | -0.09 | -0.05 | -0.04 | 0.0 | -0.09 | -0.04 | -0.08 | 0.06 | 0.05 | -0.05 |
| Beta | NA | 0.43 | 0.76 | 0.82 | 0.81 | 0.0 | 0.68 | 0.88 | 0.74 | 0.87 | 0.89 | 0.79 |
| RSquared | NA | 0.35 | 0.78 | 0.81 | 0.85 | 0.0 | 0.59 | 0.8 | 0.87 | 0.84 | 0.87 | 0.88 |
| Yield(%) | N/A | 0.0 | 0.9 | 2.6 | N/A | 0.0 | 0.0 | 0.0 | 2.9 | 2.7 | 3.8 | 2.4 |
| Dividend Growth(%) | N/A | N/A | -53.7 | N/A | N/A | N/A | N/A | -100.0 | 36.0 | 13.5 | -16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2008
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