Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FINIX (NUVEEN CORE BOND FUND CLASS I) | NA | 6.86% | 2.88% | 1.96% | 3.10% | 3.62% | 4.25% | 4.82% |
Data as of 12/06/2019, AR inception is 01/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINIX (NUVEEN CORE BOND FUND CLASS I) | 01/28/1993 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.86 | 2.88 | 1.96 | 3.10 | 3.62 | 4.25 | 4.82 | 5.79 | -0.83 | 3.69 | 1.96 | -1.02 | 6.22 | -1.84 | 6.85 | 4.17 | 6.54 | 20.57 | -7.60 | 6.26 | 3.74 | 1.95 | 2.82 | 4.07 | 8.05 | 7.73 | 9.30 | -0.03 | 7.41 | 7.06 | 6.34 | 15.32 | -2.13 | 6.47 |
| Sharpe Ratio | NA | 2.53 | 0.66 | 0.43 | 0.89 | NA | NA | 0.82 | 2.32 | -0.73 | 1.05 | 0.52 | -0.27 | 2.33 | -0.56 | 2.94 | 1.23 | 1.82 | 3.76 | -1.30 | 1.00 | 0.20 | -0.09 | 0.59 | 0.88 | 1.87 | 1.29 | 1.52 | -0.88 | 0.96 | 1.03 | 0.56 | 3.69 | -1.32 | 1.65 |
| Standard Deviation(%) | NA | 2.15 | 2.72 | 3.09 | 3.10 | NA | NA | 3.67 | 2.05 | 2.92 | 2.92 | 3.39 | 3.86 | 2.66 | 3.36 | 2.33 | 3.37 | 3.54 | 5.44 | 6.54 | 3.29 | 2.38 | 2.48 | 3.18 | 3.84 | 3.70 | 4.24 | 3.44 | 3.70 | 4.25 | 3.42 | 5.01 | 3.11 | 3.86 | 2.99 |
| Draw Down(%) | NA | 0.64 | 3.11 | 4.74 | 5.07 | NA | NA | 14.18 | 0.64 | 3.05 | 1.35 | 4.74 | 3.23 | 1.35 | 5.07 | 1.11 | 2.47 | 3.40 | 4.46 | 14.18 | 1.88 | 1.19 | 2.01 | 3.78 | 4.16 | 2.14 | 3.23 | 2.01 | 2.58 | 3.18 | 1.65 | 3.03 | 1.27 | 5.19 | 1.46 |
| Yield(%) | 0.00 | 1.55 | 2.21 | 2.81 | 3.37 | 3.73 | 4.24 | 4.78 | 1.28 | 2.75 | 2.40 | 2.71 | 3.54 | 4.55 | 3.58 | 5.62 | 3.34 | 3.59 | 5.35 | 4.85 | 4.26 | 4.24 | 4.28 | 4.06 | 4.90 | 5.04 | 5.81 | 6.29 | 5.55 | 5.73 | 5.83 | 5.73 | 6.38 | 5.22 | 4.73 |
Data as of 12/06/2019, AR inception is 01/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINIX (NUVEEN CORE BOND FUND CLASS I) |
-0.21%
Nov 2005 - Nov 2008 |
0.83%
Nov 2003 - Nov 2008 |
3.06%
Nov 2009 - Nov 2019 |
3.33%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINIX (NUVEEN CORE BOND FUND CLASS I) |
11.14%
Feb 2009 - Feb 2012 |
7.80%
Nov 2008 - Nov 2013 |
6.74%
Dec 1994 - Dec 2004 |
6.07%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart