Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASEIX (NUVEEN SMALL CAP SELECT FUND CLASS R3) | NA | 54.35% | 13.25% | 14.57% | 13.13% | 9.07% | 9.51% | … | … |
Data as of 08/04/2021, Common starting date is 09/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASEIX (NUVEEN SMALL CAP SELECT FUND CLASS R3) | 09/12/1996 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 54.35 | 13.25 | 14.57 | 13.13 | 9.07 | 9.51 | … | … | 20.27 | 17.85 | 28.37 | -11.44 | 9.45 | 21.03 | -2.29 | 5.13 | 31.62 | 11.82 | -2.32 | 22.92 | 37.16 | -34.50 | -5.67 | 18.76 | 8.23 | 15.27 | 44.22 | -18.00 | 12.36 | 19.62 | 16.75 | -8.04 | 10.77 | -2.81 |
| Sharpe Ratio | NA | 2.63 | 0.45 | 0.58 | 0.57 | NA | NA | … | … | 1.78 | 0.42 | 1.73 | -0.68 | 0.72 | 1.11 | -0.14 | 0.32 | 2.21 | 0.67 | -0.07 | 0.93 | 1.13 | -0.84 | -0.46 | 0.96 | 0.41 | 0.94 | 2.51 | -0.72 | 0.42 | 0.66 | 0.88 | -0.51 | 0.47 | -0.88 |
| Standard Deviation(%) | NA | 20.69 | 28.59 | 23.83 | 22.51 | NA | NA | … | … | 20.73 | 41.78 | 15.55 | 18.81 | 12.25 | 18.70 | 16.93 | 16.16 | 14.32 | 17.79 | 34.35 | 24.55 | 32.88 | 42.26 | 18.90 | 16.13 | 14.91 | 15.17 | 17.36 | 26.48 | 24.51 | 23.51 | 15.39 | 22.25 | 15.33 | 14.04 |
| Draw Down(%) | NA | 8.63 | 43.13 | 43.13 | 43.13 | NA | NA | … | … | 8.44 | 43.13 | 9.65 | 27.99 | 6.32 | 17.66 | 15.46 | 12.71 | 7.29 | 14.20 | 31.07 | 19.54 | 27.05 | 50.04 | 14.84 | 14.49 | 11.01 | 13.47 | 13.66 | 36.67 | 26.51 | 18.66 | 17.01 | 42.72 | 18.67 | 7.86 |
| Yield(%) | 0.00 | 2.33 | 7.15 | 9.68 | 11.74 | 8.18 | 8.84 | … | … | 0.00 | 2.13 | 0.00 | 21.77 | 13.84 | 12.96 | 20.47 | 28.15 | 11.32 | 17.30 | 2.30 | 0.26 | 0.00 | 0.00 | 6.40 | 15.85 | 21.89 | 20.03 | 8.75 | 0.00 | 6.87 | 25.91 | 2.10 | 0.37 | 0.00 | 0.06 |
Data as of 08/04/2021, Common starting date is 09/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASEIX (NUVEEN SMALL CAP SELECT FUND CLASS R3) |
-17.78%
Feb 2006 – Feb 2009 |
-6.41%
Feb 2004 – Feb 2009 |
3.48%
Aug 2000 – Aug 2010 |
5.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASEIX (NUVEEN SMALL CAP SELECT FUND CLASS R3) |
29.50%
Feb 2009 – Feb 2012 |
23.89%
Feb 2009 – Feb 2014 |
15.34%
Feb 2009 – Feb 2019 |
10.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart