Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSCX (NUVEEN SMALL CAP INDEX FUND CLASS R3) | NA | 19.86% | 7.20% | 12.44% | 6.31% | 9.89% | NA | … | … |
Data as of 10/31/2017, Common starting date is 03/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSCX (NUVEEN SMALL CAP INDEX FUND CLASS R3) | 03/11/1999 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.86 | 7.20 | 12.44 | 6.31 | 9.89 | NA | … | … | 5.10 | 20.26 | -5.14 | 4.00 | 37.75 | 15.40 | -4.92 | 25.72 | 26.46 | -33.79 | -2.07 | 17.23 | 3.32 | 17.03 | 45.40 | -22.43 | 6.25 | 11.31 | 19.32 |
| Sharpe Ratio | NA | 1.85 | 0.45 | 0.79 | 0.23 | NA | NA | … | … | 0.64 | 1.08 | -0.31 | 0.24 | 2.55 | 0.90 | -0.15 | 1.02 | 0.73 | -0.75 | -0.25 | 0.81 | 0.07 | 0.90 | 2.40 | -0.94 | 0.17 | 0.28 | 1.60 |
| Standard Deviation(%) | NA | 10.43 | 15.56 | 15.62 | 26.27 | NA | NA | … | … | 8.65 | 18.42 | 16.74 | 16.33 | 14.78 | 17.19 | 33.07 | 25.05 | 35.97 | 46.41 | 20.37 | 17.38 | 16.11 | 17.91 | 18.64 | 25.07 | 22.84 | 26.28 | 13.08 |
| Draw Down(%) | NA | 4.74 | 26.06 | 26.06 | 57.55 | NA | NA | … | … | 4.74 | 16.03 | 16.23 | 13.03 | 5.38 | 12.79 | 29.37 | 20.37 | 33.10 | 49.17 | 13.83 | 14.07 | 11.72 | 14.72 | 13.06 | 38.01 | 23.06 | 16.37 | 12.72 |
| Yield(%) | 0.00 | 10.21 | 6.61 | 7.62 | 4.88 | 8.48 | 6.72 | … | … | 5.97 | 3.85 | 4.58 | 6.22 | 7.35 | 4.87 | 0.03 | 0.48 | 0.58 | 11.28 | 11.89 | 14.53 | 3.36 | 7.75 | 1.32 | 0.35 | 0.15 | 9.89 | 1.56 |
Data as of 10/31/2017, Common starting date is 03/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSCX (NUVEEN SMALL CAP INDEX FUND CLASS R3) |
-18.21%
Feb 2006 – Feb 2009 |
-7.33%
Feb 2004 – Feb 2009 |
2.66%
Aug 2000 – Aug 2010 |
5.68%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSCX (NUVEEN SMALL CAP INDEX FUND CLASS R3) |
28.47%
Feb 2009 – Feb 2012 |
25.63%
Feb 2009 – Feb 2014 |
10.67%
Mar 2003 – Mar 2013 |
10.11%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart