Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) | -0.04% | 2.79% | -3.99% | -0.83% | 1.72% | 6.24% | 5.15% | 8.69% |
Data as of 07/03/2025, AR inception is 09/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) | 09/21/1995 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 2.79 | -3.99 | -0.83 | 1.72 | 6.24 | 5.15 | 8.69 | -0.04 | 0.62 | 11.29 | -35.69 | 24.22 | -6.93 | 25.64 | -5.56 | 5.67 | 6.77 | 2.39 | 31.21 | 1.32 | 18.34 | 7.89 | 30.81 | 30.53 | -34.80 | -15.19 | 39.59 | 15.19 | 32.49 | 37.56 | 7.34 | 9.81 | 32.22 | -3.64 | -15.97 | 19.55 | 30.66 | 6.20 |
| Sharpe Ratio | NA | -0.02 | -0.38 | -0.10 | 0.02 | NA | NA | 0.28 | -0.21 | -0.37 | 0.37 | -1.46 | 1.27 | -0.17 | 1.95 | -0.43 | 0.52 | 0.40 | 0.14 | 2.90 | 0.09 | 1.38 | 0.27 | 1.14 | 0.48 | -0.51 | -0.73 | 2.52 | 0.89 | 1.87 | 3.08 | 0.45 | 0.51 | 2.71 | -0.71 | -1.43 | 1.91 | 4.86 | 3.53 |
| Standard Deviation(%) | NA | 18.40 | 19.95 | 20.22 | 21.23 | NA | NA | 24.53 | 20.47 | 16.09 | 19.42 | 25.40 | 19.02 | 41.42 | 12.43 | 16.12 | 9.76 | 16.53 | 16.94 | 10.77 | 15.10 | 13.35 | 29.37 | 26.89 | 62.94 | 69.48 | 24.99 | 14.50 | 14.58 | 16.86 | 11.96 | 13.71 | 14.81 | 10.39 | 9.71 | 13.50 | 8.34 | 5.54 | 5.93 |
| Draw Down(%) | NA | 21.57 | 35.32 | 46.85 | 46.85 | NA | NA | 70.59 | 14.67 | 14.39 | 19.99 | 35.69 | 13.28 | 41.05 | 6.32 | 12.79 | 5.91 | 14.58 | 16.68 | 7.14 | 17.48 | 8.50 | 22.80 | 16.37 | 39.65 | 60.46 | 27.28 | 8.71 | 9.30 | 18.66 | 6.49 | 15.34 | 11.13 | 6.10 | 19.34 | 23.16 | 6.99 | 3.65 | 2.80 |
| Yield(%) | 0.00 | 2.86 | 2.54 | 2.51 | 5.42 | 8.46 | 6.60 | 12.62 | 0.71 | 3.52 | 3.34 | 2.05 | 2.37 | 1.90 | 13.20 | 5.55 | 12.46 | 10.72 | 6.73 | 8.52 | 8.52 | 6.03 | 3.45 | 3.27 | 4.36 | 2.33 | 13.07 | 13.86 | 16.04 | 12.12 | 9.12 | 8.19 | 6.17 | 7.74 | 6.37 | 5.21 | 7.68 | 6.50 | 3.11 |
Data as of 07/03/2025, AR inception is 09/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) |
-22.05%
Mar 2006 - Mar 2009 |
-5.73%
Mar 2004 - Mar 2009 |
0.81%
Jan 2015 - Jan 2025 |
3.83%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) |
42.34%
Mar 2009 - Mar 2012 |
28.99%
Feb 2009 - Feb 2014 |
18.06%
Feb 2009 - Feb 2019 |
14.60%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart