Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAFIX (NUVEEN CORE PLUS BOND FUND CLASS A) | NA | 6.63% | 3.15% | 2.33% | 3.78% | 4.02% | 4.59% | … | … |
Data as of 12/06/2019, Common starting date is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAFIX (NUVEEN CORE PLUS BOND FUND CLASS A) | 12/30/1987 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.63 | 3.15 | 2.33 | 3.78 | 4.02 | 4.59 | … | … | 6.17 | -2.05 | 4.82 | 5.96 | -2.96 | 5.23 | 0.25 | 8.49 | 4.65 | 7.30 | 24.06 | -10.81 | 6.18 | 3.68 | 2.37 | 3.64 | 3.94 | 7.28 | 7.87 | 10.80 | -2.98 | 8.70 | 8.49 | 3.23 | 15.97 | -2.65 | 8.47 | 5.60 | 14.16 | 7.66 | 11.05 | 6.35 | 0.70 |
| Sharpe Ratio | NA | 2.93 | 0.88 | 0.62 | 1.19 | NA | NA | … | … | 3.06 | -1.41 | 1.62 | 1.81 | -1.01 | 2.42 | 0.07 | 3.56 | 1.22 | 1.84 | 4.28 | -1.52 | 0.82 | 0.13 | 0.07 | 0.80 | 0.64 | 1.43 | 1.13 | 1.81 | -1.38 | 0.82 | 1.36 | -0.06 | 3.16 | -1.28 | 1.92 | 0.57 | 2.58 | 0.53 | 1.13 | 0.30 | NA |
| Standard Deviation(%) | NA | 1.77 | 2.32 | 2.63 | 2.90 | NA | NA | … | … | 1.69 | 2.39 | 2.60 | 3.17 | 2.94 | 2.16 | 2.99 | 2.39 | 3.79 | 3.92 | 5.59 | 7.70 | 3.86 | 2.86 | 2.90 | 3.35 | 5.06 | 4.31 | 5.00 | 3.74 | 4.50 | 6.58 | 3.65 | 4.49 | 3.84 | 4.38 | 3.32 | 5.54 | 4.01 | 4.54 | 4.70 | 5.59 | 0.00 |
| Draw Down(%) | NA | 0.57 | 3.17 | 7.23 | 7.23 | NA | NA | … | … | 0.37 | 3.15 | 1.37 | 2.88 | 5.21 | 2.16 | 5.06 | 1.20 | 3.09 | 3.07 | 6.48 | 18.51 | 2.73 | 2.05 | 2.53 | 4.21 | 4.97 | 2.52 | 4.41 | 2.93 | 5.04 | 3.99 | 2.32 | 3.82 | 2.16 | 5.37 | 2.27 | 4.39 | 1.79 | 2.61 | 2.48 | 2.75 | 0.00 |
| Yield(%) | 0.00 | 1.43 | 2.56 | 3.05 | 3.76 | 4.01 | 4.48 | … | … | 1.19 | 2.76 | 3.38 | 4.12 | 4.03 | 4.05 | 5.16 | 4.09 | 3.70 | 3.74 | 6.10 | 5.20 | 4.72 | 4.11 | 4.71 | 3.75 | 5.41 | 4.07 | 5.56 | 5.87 | 5.26 | 6.45 | 5.56 | 6.09 | 6.18 | 5.40 | 6.11 | 5.85 | 6.74 | 7.36 | 7.34 | 7.21 | 0.70 |
Data as of 12/06/2019, Common starting date is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAFIX (NUVEEN CORE PLUS BOND FUND CLASS A) |
-1.70%
Nov 2005 – Nov 2008 |
-0.09%
Mar 2004 – Mar 2009 |
2.61%
Nov 1998 – Nov 2008 |
3.78%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAFIX (NUVEEN CORE PLUS BOND FUND CLASS A) |
13.42%
Feb 2009 – Feb 2012 |
10.16%
Aug 1988 – Aug 1993 |
8.14%
Sep 1988 – Sep 1998 |
7.37%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart