Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/31/2017.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FAEIX (NUVEEN EQUITY INDEX FUND CLASS A) | NA | 13.25% | 7.20% | 12.64% | 6.09% | 8.43% | 6.30% | 8.81% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FAEIX (NUVEEN EQUITY INDEX FUND CLASS A) | 12/22/1992 | 10/31/2017 |
The return data shown below all have the same latest date: 10/31/2017.
AR inception is since 12/22/1992.
AR inception is since 12/22/1992.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 13.25 | 7.20 | 12.64 | 6.09 | 8.43 | 6.30 | 8.81 | 7.16 | 11.37 | 0.87 | 13.00 | 31.43 | 15.29 | 1.59 | 14.55 | 25.99 | -37.19 | 4.95 | 15.22 | 4.48 | 10.22 | 27.89 | -22.43 | -12.31 | -9.73 | 20.17 | 28.26 | 32.42 | 22.20 | 34.91 | 0.12 | 9.71 | -1.06 |
Sharpe Ratio | NA | 2.36 | 0.57 | 1.05 | 0.28 | NA | NA | 0.29 | 1.90 | 0.85 | 0.05 | 1.14 | 2.85 | 1.21 | 0.07 | 0.80 | 0.95 | -0.93 | 0.12 | 1.19 | 0.23 | 0.84 | 1.61 | -0.91 | -0.69 | -0.62 | 0.95 | 1.20 | -1.25 | 1.58 | 4.00 | -0.29 | 0.89 | -6.51 |
Standard Deviation(%) | NA | 5.39 | 12.26 | 11.93 | 20.67 | NA | NA | 18.05 | 4.25 | 13.14 | 15.49 | 11.36 | 11.02 | 12.69 | 23.38 | 17.97 | 27.13 | 40.88 | 15.99 | 10.03 | 10.26 | 11.04 | 16.93 | 25.94 | 21.58 | 22.18 | 17.93 | 20.71 | 18.14 | 11.71 | 7.77 | 9.84 | 8.51 | 5.90 |
Draw Down(%) | NA | 2.62 | 13.16 | 13.16 | 54.95 | NA | NA | 55.40 | 2.62 | 10.32 | 12.06 | 7.35 | 5.62 | 9.67 | 18.85 | 15.64 | 27.13 | 47.82 | 9.89 | 7.48 | 7.02 | 7.67 | 13.78 | 33.11 | 29.32 | 16.69 | 12.01 | 19.19 | 10.74 | 7.43 | 3.02 | 8.57 | 4.79 | 1.06 |
Yield(%) | 0.00 | 11.21 | 7.89 | 9.09 | 5.35 | 6.88 | 5.39 | 9.56 | 1.99 | 11.00 | 7.16 | 6.59 | 10.60 | 4.56 | 8.60 | 8.21 | 2.10 | 1.59 | 3.44 | 2.61 | 1.44 | 1.45 | 1.24 | 0.89 | 0.72 | 3.55 | 3.59 | 3.40 | 11.06 | 5.00 | 2.43 | 2.45 | 2.55 | 0.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FAEIX (NUVEEN EQUITY INDEX FUND CLASS A) |
-16.44%
Mar 2000 - Mar 2003 |
-7.05%
Feb 2004 - Feb 2009 |
-3.94%
Feb 1999 - Feb 2009 |
3.24%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FAEIX (NUVEEN EQUITY INDEX FUND CLASS A) |
31.40%
Mar 1995 - Mar 1998 |
27.47%
Dec 1994 - Dec 1999 |
11.28%
Dec 1994 - Dec 2004 |
9.24%
Jan 1993 - Jan 2008 |
Annualized Rolling Returns Comparison Chart