Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FEIIX (NUVEEN EQUITY INDEX FUND CLASS I) NA 13.35% 7.41% 12.88% 6.33% 8.69% 6.58% 9.07%
Data as of 10/31/2017, AR inception is 03/23/1994
More Performance Analytics Comparison
Name Start Date End Date
FEIIX (NUVEEN EQUITY INDEX FUND CLASS I) 03/23/1994 10/31/2017
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 1998 1997 1996 1995 1994
Annualized Return (%) 0.00 13.35 7.41 12.88 6.33 8.69 6.58 9.07 7.26 11.57 1.16 13.24 31.84 15.58 1.79 14.82 26.31 -37.03 5.23 15.52 4.75 10.49 28.13 -22.24 -12.14 -9.52 20.46 28.53 33.60 22.52 35.22 -0.78
Sharpe Ratio NA 2.37 0.59 1.07 0.30 NA NA 0.29 1.94 0.86 0.07 1.16 2.88 1.23 0.08 0.82 0.97 -0.93 0.14 1.22 0.25 0.86 1.62 -0.90 -0.68 -0.61 0.96 1.23 -0.98 1.64 4.03 -0.42
Standard Deviation(%) NA 5.40 12.22 11.89 20.51 NA NA 18.54 4.22 13.13 15.48 11.38 11.04 12.73 23.37 18.03 27.16 40.83 16.02 10.04 10.26 11.06 16.91 25.88 21.58 22.18 17.96 20.54 21.99 11.50 7.79 10.07
Draw Down(%) NA 2.60 13.05 13.05 54.80 NA NA 55.25 2.60 10.32 12.03 7.33 5.58 9.63 18.79 15.61 27.13 47.70 9.91 7.46 7.00 7.53 13.76 33.01 29.21 16.55 11.93 19.15 11.48 7.52 3.03 6.22
Yield(%) 0.00 11.36 8.09 9.37 5.55 7.22 5.67 9.71 2.07 11.27 7.42 6.85 10.89 4.82 8.85 8.45 2.36 1.81 3.71 2.87 1.69 1.69 1.49 1.03 0.95 3.78 3.84 3.66 11.36 5.27 2.68 2.53
Data as of 10/31/2017, AR inception is 03/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FEIIX (NUVEEN EQUITY INDEX FUND CLASS I) -16.27%
Mar 2000 - Mar 2003 		-6.81%
Feb 2004 - Feb 2009 		-3.71%
Feb 1999 - Feb 2009 		3.49%
Aug 2000 - Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FEIIX (NUVEEN EQUITY INDEX FUND CLASS I) 31.99%
Mar 1995 - Mar 1998 		27.93%
Dec 1994 - Dec 1999 		11.61%
Dec 1994 - Dec 2004 		9.29%
Sep 2002 - Sep 2017
Annualized Rolling Returns Comparison Chart