Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDXCX (NUVEEN MID CAP INDEX FUND CLASS C) | NA | 16.16% | 7.48% | 12.45% | 7.13% | 10.04% | NA | … | … |
Data as of 10/31/2017, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDXCX (NUVEEN MID CAP INDEX FUND CLASS C) | 10/04/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.16 | 7.48 | 12.45 | 7.13 | 10.04 | NA | … | … | 5.49 | 19.00 | -3.42 | 8.18 | 31.53 | 16.41 | -3.00 | 25.85 | 35.61 | -36.72 | 6.58 | 8.90 | 11.15 | 14.78 | 33.18 | -15.63 | 13.86 |
| Sharpe Ratio | NA | 1.96 | 0.54 | 0.92 | 0.30 | NA | NA | … | … | 0.88 | 1.19 | -0.23 | 0.63 | 2.39 | 1.08 | -0.11 | 1.24 | 1.10 | -0.87 | 0.22 | 0.41 | 0.72 | 1.03 | 1.98 | -0.67 | 3.81 |
| Standard Deviation(%) | NA | 7.95 | 13.37 | 13.40 | 23.34 | NA | NA | … | … | 6.82 | 15.76 | 14.93 | 13.01 | 13.20 | 15.23 | 28.61 | 20.84 | 32.26 | 43.21 | 16.25 | 13.87 | 12.46 | 13.43 | 16.39 | 24.98 | 18.67 |
| Draw Down(%) | NA | 4.45 | 19.89 | 19.89 | 54.86 | NA | NA | … | … | 4.45 | 11.46 | 12.68 | 10.88 | 7.36 | 11.18 | 26.47 | 16.81 | 27.42 | 53.15 | 11.44 | 12.82 | 8.08 | 10.90 | 13.72 | 32.31 | 3.95 |
| Yield(%) | 0.00 | 9.83 | 6.90 | 7.25 | 4.96 | 7.60 | 5.41 | … | … | 2.60 | 7.83 | 6.64 | 5.30 | 4.73 | 3.86 | 3.70 | 0.91 | 0.12 | 5.07 | 11.85 | 5.13 | 6.74 | 3.74 | 2.13 | 2.22 | 3.97 |
Data as of 10/31/2017, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDXCX (NUVEEN MID CAP INDEX FUND CLASS C) |
-16.30%
Feb 2006 – Feb 2009 |
-5.56%
Feb 2004 – Feb 2009 |
5.63%
Jan 2006 – Jan 2016 |
8.13%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDXCX (NUVEEN MID CAP INDEX FUND CLASS C) |
30.04%
Feb 2009 – Feb 2012 |
25.41%
Feb 2009 – Feb 2014 |
11.06%
Mar 2003 – Mar 2013 |
10.33%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart