Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATCX (Nuveen Mid Cap Select I) | NA | 15.82% | 8.15% | 16.15% | 4.61% | -1.16% | NA | … | … |
Data as of 04/14/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATCX (Nuveen Mid Cap Select I) | 06/21/1996 | 04/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.82 | 8.15 | 16.15 | 4.61 | -1.16 | NA | … | … | 0.00 | 23.96 | 14.36 | -8.77 | 23.22 | 26.69 | -34.20 | 3.24 | 15.16 | -0.11 | 4.23 | 56.04 | -41.98 | -55.63 | -45.62 | 192.58 | 32.70 | 7.31 | 7.24 |
| Sharpe Ratio | NA | 1.19 | 0.41 | 0.73 | 0.15 | NA | NA | … | … | 0.00 | 1.99 | 0.96 | -0.29 | 0.92 | 0.82 | -0.87 | 0.01 | 0.78 | -0.16 | 0.14 | 2.09 | -0.95 | -0.92 | -0.78 | 5.47 | 0.94 | 0.13 | 0.40 |
| Standard Deviation(%) | NA | 10.22 | 19.92 | 21.90 | 23.88 | NA | NA | … | … | NA | 12.02 | 15.06 | 30.20 | 25.14 | 32.28 | 40.45 | 17.28 | 15.14 | 15.13 | 22.93 | 26.53 | 45.20 | 63.55 | 63.61 | 34.57 | 30.99 | 28.00 | 26.10 |
| Draw Down(%) | NA | 7.02 | 27.72 | 27.72 | 53.96 | NA | NA | … | … | 0.00 | 7.02 | 11.03 | 27.72 | 19.80 | 25.99 | 46.82 | 13.56 | 14.24 | 15.99 | 29.85 | 18.41 | 61.41 | 73.71 | 68.72 | 15.05 | 39.53 | 29.80 | 19.66 |
| Yield(%) | 0.00 | 0.00 | 0.25 | 0.38 | 0.19 | 4.69 | 6.48 | … | … | 0.00 | 0.00 | 0.85 | 0.00 | 0.00 | 0.60 | 0.26 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.29 | 51.89 | 4.45 | 7.24 | 11.65 |
Data as of 04/14/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATCX (Nuveen Mid Cap Select I) |
-53.92%
Feb 2000 – Feb 2003 |
-31.30%
Feb 2000 – Feb 2005 |
-16.52%
Feb 2000 – Feb 2010 |
-0.86%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATCX (Nuveen Mid Cap Select I) |
86.13%
Mar 1997 – Mar 2000 |
19.89%
Sep 2002 – Sep 2007 |
9.66%
Sep 2002 – Sep 2012 |
2.67%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart