Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/31/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FDXAX (NUVEEN MID CAP INDEX FUND CLASS A) | NA | 16.66% | 8.17% | 13.21% | 7.83% | 10.80% | NA | 8.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDXAX (NUVEEN MID CAP INDEX FUND CLASS A) | 12/28/1999 | 10/31/2017 |
The return data shown below all have the same latest date: 10/31/2017.
AR inception is since 12/28/1999.
AR inception is since 12/28/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.66 | 8.17 | 13.21 | 7.83 | 10.80 | NA | 8.63 | 5.72 | 20.01 | -2.72 | 8.99 | 32.57 | 17.24 | -2.17 | 25.75 | 36.61 | -36.22 | 7.52 | 9.66 | 11.95 | 15.74 | 34.20 | -15.04 | -2.33 | 5.20 | 1.85 |
| Sharpe Ratio | NA | 2.03 | 0.59 | 0.98 | 0.33 | NA | NA | 0.33 | 0.93 | 1.26 | -0.18 | 0.69 | 2.47 | 1.14 | -0.08 | 1.23 | 1.13 | -0.86 | 0.28 | 0.46 | 0.78 | 1.10 | 2.06 | -0.65 | -0.21 | 0.04 | 38.52 |
| Standard Deviation(%) | NA | 7.94 | 13.36 | 13.39 | 23.31 | NA | NA | 21.61 | 6.80 | 15.68 | 14.97 | 13.04 | 13.20 | 15.25 | 28.60 | 20.87 | 32.17 | 43.16 | 16.27 | 13.80 | 12.57 | 13.42 | 16.23 | 24.97 | 23.00 | 28.80 | 9.43 |
| Draw Down(%) | NA | 4.37 | 19.48 | 19.48 | 54.35 | NA | NA | 55.18 | 4.37 | 11.34 | 12.60 | 10.65 | 7.24 | 11.06 | 26.23 | 17.35 | 27.37 | 53.04 | 11.44 | 12.72 | 8.03 | 10.67 | 13.69 | 32.01 | 25.95 | 20.55 | 0.00 |
| Yield(%) | 0.00 | 10.42 | 7.42 | 7.93 | 5.41 | 8.45 | 5.53 | 6.51 | 2.74 | 8.36 | 7.11 | 5.91 | 5.36 | 4.55 | 3.81 | 0.75 | 1.02 | 5.64 | 12.34 | 5.75 | 7.28 | 4.18 | 2.59 | 2.54 | 3.98 | 0.72 | 0.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDXAX (NUVEEN MID CAP INDEX FUND CLASS A) |
-15.66%
Feb 2006 - Feb 2009 |
-4.82%
Feb 2004 - Feb 2009 |
2.49%
Aug 2000 - Aug 2010 |
6.45%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDXAX (NUVEEN MID CAP INDEX FUND CLASS A) |
30.70%
Feb 2009 - Feb 2012 |
26.17%
Feb 2009 - Feb 2014 |
11.83%
Mar 2003 - Mar 2013 |
11.11%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart