Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMEX (NUVEEN MID CAP INDEX FUND CLASS I) | NA | 16.75% | 8.39% | 13.46% | 8.09% | 11.07% | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMEX (NUVEEN MID CAP INDEX FUND CLASS I) | 12/09/1999 | 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.75 | 8.39 | 13.46 | 8.09 | 11.07 | NA | … | … | 5.79 | 20.26 | -2.40 | 9.23 | 32.89 | 17.47 | -1.90 | 26.02 | 37.10 | -36.14 | 7.86 | 9.93 | 12.21 | 15.99 | 34.65 | -14.86 | -2.09 | 15.74 | 6.27 |
| Sharpe Ratio | NA | 2.02 | 0.61 | 1.00 | 0.34 | NA | NA | … | … | 0.93 | 1.28 | -0.16 | 0.71 | 2.49 | 1.16 | -0.07 | 1.24 | 1.15 | -0.86 | 0.29 | 0.47 | 0.79 | 1.12 | 2.08 | -0.64 | -0.20 | 0.42 | 11.55 |
| Standard Deviation(%) | NA | 8.01 | 13.34 | 13.34 | 23.09 | NA | NA | … | … | 6.85 | 15.71 | 15.00 | 13.06 | 13.17 | 15.19 | 28.62 | 20.87 | 32.27 | 43.24 | 16.24 | 13.84 | 12.52 | 13.45 | 16.28 | 24.99 | 23.06 | 27.40 | 15.03 |
| Draw Down(%) | NA | 4.31 | 19.31 | 19.31 | 54.16 | NA | NA | … | … | 4.31 | 11.32 | 12.56 | 10.61 | 7.23 | 11.02 | 26.16 | 17.31 | 27.25 | 52.93 | 11.37 | 12.66 | 7.97 | 10.60 | 13.55 | 32.02 | 25.95 | 14.33 | 1.85 |
| Yield(%) | 0.00 | 10.71 | 7.67 | 8.23 | 5.63 | 8.82 | 6.56 | … | … | 2.82 | 8.62 | 7.35 | 6.16 | 5.65 | 4.87 | 4.06 | 0.96 | 1.24 | 5.84 | 12.59 | 6.01 | 7.53 | 4.41 | 2.87 | 2.74 | 4.21 | 10.88 | 0.20 |
Data as of 10/31/2017, Common starting date is 12/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMEX (NUVEEN MID CAP INDEX FUND CLASS I) |
-15.44%
Feb 2006 – Feb 2009 |
-4.59%
Feb 2004 – Feb 2009 |
3.71%
Aug 2000 – Aug 2010 |
7.32%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMEX (NUVEEN MID CAP INDEX FUND CLASS I) |
31.02%
Feb 2009 – Feb 2012 |
26.46%
Feb 2009 – Feb 2014 |
12.12%
Mar 2003 – Mar 2013 |
11.38%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart