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
FALTX (NUVEEN SHORT TERM BOND FUND CLASS A) NA 2.85% 1.70% 1.45% 1.79% 2.45% 3.06%
Data as of 12/06/2019, Common starting date is 12/22/1992
More Performance Analytics Comparison
Name Start Date End Date
FALTX (NUVEEN SHORT TERM BOND FUND CLASS A) 12/22/1992 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
Annualized Return (%) 0.00 2.85 1.70 1.45 1.79 2.45 3.06 2.36 1.32 1.29 1.91 0.36 0.68 1.67 4.75 0.51 3.09 12.78 -4.41 5.65 3.92 1.67 1.01 1.87 6.68 7.18 8.18 3.34 6.08 5.94 5.60 8.23 1.76 4.14 0.07
Sharpe Ratio NA 1.52 0.63 0.76 1.30 NA NA 1.19 -0.01 0.74 1.67 0.36 0.76 1.77 4.38 0.28 2.38 5.25 -1.51 1.36 0.47 -0.44 0.04 0.67 2.56 1.87 2.68 0.10 2.17 2.65 2.47 4.50 -1.01 2.08 0.71
Standard Deviation(%) NA 0.92 0.93 0.95 1.09 NA NA 0.91 0.98 0.89 1.02 0.92 0.86 0.92 1.08 1.75 1.26 2.41 3.52 1.95 1.32 1.13 1.51 1.75 2.18 2.63 1.54 1.09 1.27 0.91 0.84 0.97 1.19 0.99 1.10
Draw Down(%) NA 0.31 0.66 1.02 2.80 NA NA 0.31 0.51 0.34 0.51 0.78 0.80 1.03 0.60 2.80 0.60 2.12 8.51 0.50 0.60 0.67 1.82 1.49 1.07 1.81 0.56 0.48 0.50 0.20 0.20 0.20 0.88 0.30 0.10
Yield(%) 0.00 1.09 1.48 1.48 1.83 2.49 3.03 0.91 1.81 1.59 1.59 1.47 1.77 1.95 2.47 2.31 2.26 4.40 4.31 4.12 3.44 3.53 2.38 2.73 4.54 5.91 6.19 5.16 5.32 5.57 5.73 5.97 4.51 3.67 0.27
Data as of 12/06/2019, Common starting date is 12/22/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FALTX (NUVEEN SHORT TERM BOND FUND CLASS A) 0.74%
Feb 2013 – Feb 2016
0.96%
Apr 2013 – Apr 2018
1.78%
Nov 2009 – Nov 2019
2.27%
Jun 2003 – Jun 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FALTX (NUVEEN SHORT TERM BOND FUND CLASS A) 7.44%
Sep 1999 – Sep 2002
6.55%
Sep 1996 – Sep 2001
5.67%
May 1993 – May 2003
4.85%
Nov 1994 – Nov 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return