Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FADSX (NUVEEN EQUITY INDEX FUND CLASS R3) | NA | 13.06% | 6.94% | 12.36% | 5.81% | 8.17% | NA | … | … |
Data as of 10/31/2017, Common starting date is 10/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FADSX (NUVEEN EQUITY INDEX FUND CLASS R3) | 10/01/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.06 | 6.94 | 12.36 | 5.81 | 8.17 | NA | … | … | 7.07 | 11.02 | 0.58 | 12.72 | 31.17 | 14.99 | 1.31 | 14.10 | 25.75 | -37.35 | 4.67 | 14.99 | 4.16 | 9.94 | 27.89 | -22.56 | 10.75 |
| Sharpe Ratio | NA | 2.34 | 0.55 | 1.02 | 0.27 | NA | NA | … | … | 1.88 | 0.82 | 0.04 | 1.12 | 2.82 | 1.19 | 0.05 | 0.78 | 0.94 | -0.93 | 0.10 | 1.17 | 0.19 | 0.81 | 1.61 | -0.91 | 2.89 |
| Standard Deviation(%) | NA | 5.36 | 12.25 | 11.94 | 20.67 | NA | NA | … | … | 4.23 | 13.15 | 15.47 | 11.38 | 11.04 | 12.70 | 23.36 | 17.96 | 27.18 | 40.86 | 16.03 | 10.03 | 10.29 | 11.13 | 16.93 | 25.95 | 16.97 |
| Draw Down(%) | NA | 2.65 | 13.33 | 13.33 | 55.13 | NA | NA | … | … | 2.65 | 10.35 | 12.05 | 7.33 | 5.67 | 9.74 | 18.94 | 15.78 | 27.22 | 47.91 | 9.96 | 7.51 | 7.04 | 7.70 | 13.84 | 33.20 | 4.33 |
| Yield(%) | 0.00 | 11.18 | 7.72 | 8.87 | 5.17 | 6.58 | 4.26 | … | … | 1.90 | 10.87 | 6.91 | 13.04 | 1.37 | 4.28 | 8.37 | 7.85 | 1.85 | 1.39 | 3.21 | 2.39 | 1.17 | 1.28 | 1.24 | 0.72 | 0.26 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| FADSX (NUVEEN EQUITY INDEX FUND CLASS R3) |
-15.66%
Feb 2006 – Feb 2009 |
-7.27%
Feb 2004 – Feb 2009 |
2.18%
Nov 2001 – Nov 2011 |
5.81%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FADSX (NUVEEN EQUITY INDEX FUND CLASS R3) |
24.57%
Feb 2009 – Feb 2012 |
21.99%
Feb 2009 – Feb 2014 |
7.73%
Mar 2003 – Mar 2013 |
8.77%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart