Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FABSX (NUVEEN STRATEGIC INCOME FUND CLASS R3) | NA | 4.28% | 6.08% | 4.46% | 4.33% | 5.35% | NA | … | … |
Data as of 08/04/2021, Common starting date is 10/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FABSX (NUVEEN STRATEGIC INCOME FUND CLASS R3) | 10/01/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.28 | 6.08 | 4.46 | 4.33 | 5.35 | NA | … | … | 0.41 | 7.81 | 12.69 | -3.65 | 4.94 | 8.93 | -4.76 | 5.22 | 1.74 | 13.34 | 3.09 | 9.77 | 35.86 | -15.09 | 5.69 | 2.89 | 2.59 | 5.50 | 9.77 | 5.43 | -0.54 |
| Sharpe Ratio | NA | 2.05 | 1.08 | 0.88 | 1.01 | NA | NA | … | … | 0.35 | 0.95 | 4.58 | -2.14 | 1.70 | 2.17 | -1.42 | 1.98 | 0.46 | 5.00 | 0.76 | 2.46 | 5.00 | -1.69 | 0.66 | -0.14 | 0.15 | 1.07 | 1.63 | 0.81 | -0.56 |
| Standard Deviation(%) | NA | 2.05 | 4.97 | 4.20 | 3.90 | NA | NA | … | … | 1.92 | 7.96 | 2.46 | 2.32 | 2.54 | 4.00 | 3.37 | 2.62 | 3.72 | 2.68 | 4.04 | 3.93 | 7.15 | 9.42 | 4.06 | 2.85 | 2.91 | 4.27 | 5.56 | 5.37 | 6.20 |
| Draw Down(%) | NA | 1.93 | 15.88 | 15.88 | 15.88 | NA | NA | … | … | 1.93 | 15.88 | 1.29 | 4.11 | 1.50 | 4.28 | 7.49 | 3.18 | 7.04 | 2.28 | 5.55 | 3.13 | 10.18 | 24.72 | 2.75 | 2.37 | 3.14 | 5.67 | 6.44 | 5.07 | 4.32 |
| Yield(%) | 0.00 | 2.33 | 3.10 | 3.44 | 3.94 | 4.61 | 4.60 | … | … | 1.06 | 3.26 | 3.49 | 3.17 | 4.48 | 5.05 | 4.58 | 4.75 | 4.36 | 4.02 | 3.72 | 5.24 | 7.10 | 7.09 | 4.06 | 4.07 | 4.18 | 4.03 | 5.11 | 5.52 | 1.67 |
Data as of 08/04/2021, Common starting date is 10/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABSX (NUVEEN STRATEGIC INCOME FUND CLASS R3) |
-4.21%
Nov 2005 – Nov 2008 |
-1.43%
Mar 2004 – Mar 2009 |
3.83%
Mar 2010 – Mar 2020 |
4.52%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABSX (NUVEEN STRATEGIC INCOME FUND CLASS R3) |
18.65%
Feb 2009 – Feb 2012 |
13.72%
Mar 2009 – Mar 2014 |
7.93%
Mar 2009 – Mar 2019 |
5.86%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart