Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIAX (Nuveen Dow 30Sm) | -5.70% | 5.30% | 7.83% | 5.15% | 7.82% | NA | NA | … | … |
Data as of 03/27/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIAX (Nuveen Dow 30Sm) | 12/04/2014 | 03/27/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 5.30 | 7.83 | 5.15 | 7.82 | NA | NA | … | … | -5.70 | 9.91 | 16.51 | -2.04 | -6.03 | 24.63 | -6.89 | 16.98 | -8.55 | 33.78 | 12.32 | 0.20 | -9.03 |
| Sharpe Ratio | NA | 0.16 | 0.35 | 0.19 | 0.35 | NA | NA | … | … | -2.08 | 0.44 | 1.15 | -0.51 | -0.38 | 2.23 | -0.19 | 1.38 | -0.51 | 3.97 | 0.93 | 0.01 | -2.18 |
| Standard Deviation(%) | NA | 16.32 | 12.94 | 14.26 | 17.60 | NA | NA | … | … | 11.71 | 16.36 | 11.16 | 11.28 | 19.60 | 11.04 | 37.27 | 11.26 | 19.55 | 8.37 | 13.06 | 13.81 | 33.66 |
| Draw Down(%) | NA | 12.24 | 16.82 | 20.54 | 44.98 | NA | NA | … | … | 9.26 | 16.82 | 7.23 | 14.06 | 20.54 | 5.13 | 43.66 | 7.10 | 24.90 | 3.07 | 13.79 | 13.61 | 12.88 |
| Yield(%) | 0.00 | 8.28 | 8.18 | 7.16 | 8.29 | 5.02 | 3.76 | … | … | 1.96 | 8.05 | 8.28 | 7.44 | 6.47 | 7.34 | 6.22 | 7.22 | 6.55 | 7.05 | 7.43 | 6.93 | 0.00 |
Data as of 03/27/2026, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIAX (Nuveen Dow 30Sm) |
-3.96%
Oct 2017 – Oct 2020 |
-0.14%
Sep 2018 – Sep 2023 |
6.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIAX (Nuveen Dow 30Sm) |
21.63%
Sep 2015 – Sep 2018 |
11.90%
Oct 2016 – Oct 2021 |
9.21%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart