Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FAIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS A) NA 3.99% 1.69% 1.22% 2.40% 2.52% NA
Data as of 12/06/2019, Common starting date is 10/26/2004
More Performance Analytics Comparison
Name Start Date End Date
FAIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS A) 10/26/2004 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
Annualized Return (%) 0.00 3.99 1.69 1.22 2.40 2.52 NA 3.90 -1.48 2.83 3.48 -2.38 3.28 -8.21 6.40 11.66 6.56 11.96 -3.16 9.59 -2.44 -2.93 1.32
Sharpe Ratio NA 0.99 0.19 0.14 0.44 NA NA 1.10 -0.92 0.66 0.76 -0.47 0.83 -1.54 1.45 1.82 1.10 1.56 -0.41 1.21 -1.21 -1.00 1.06
Standard Deviation(%) NA 2.58 3.06 3.81 4.60 NA NA 2.50 3.04 3.38 4.30 5.15 3.94 5.35 4.42 6.40 5.86 7.62 9.90 5.44 4.78 5.07 5.61
Draw Down(%) NA 1.17 2.92 5.60 10.57 NA NA 1.17 2.81 1.84 5.14 5.60 3.15 10.13 2.33 2.84 5.45 3.58 15.51 3.56 4.94 5.78 1.34
Yield(%) 0.00 0.71 1.69 1.10 1.69 1.98 1.50 0.53 2.42 1.63 0.76 0.09 1.24 2.43 2.00 1.76 2.60 0.81 6.21 3.71 1.95 0.23 0.92
Data as of 12/06/2019, Common starting date is 10/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FAIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS A) -2.55%
Dec 2012 – Dec 2015
-0.63%
Apr 2013 – Apr 2018
2.27%
Nov 2009 – Nov 2019
2.56%
Nov 2004 – Nov 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FAIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS A) 12.35%
Nov 2008 – Nov 2011
7.86%
May 2007 – May 2012
4.04%
Jun 2006 – Jun 2016
2.56%
Nov 2004 – Nov 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return