Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMECX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS C) | NA | -31.52% | 5.34% | 6.55% | 9.50% | 6.80% | 9.26% | 8.39% |
Data as of 11/11/2022, AR inception is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMECX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS C) | 10/04/2001 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.52 | 5.34 | 6.55 | 9.50 | 6.80 | 9.26 | 8.39 | -25.31 | 3.45 | 44.87 | 32.43 | -9.81 | 23.53 | 0.41 | -1.71 | 7.47 | 35.52 | 13.97 | -3.68 | 26.62 | 44.36 | -46.19 | 15.88 | 8.59 | 11.39 | 20.40 | 32.12 | -15.94 | 12.98 |
| Sharpe Ratio | NA | -1.05 | 0.17 | 0.23 | 0.43 | NA | NA | 0.34 | -0.94 | 0.17 | 1.26 | 1.92 | -0.54 | 2.28 | 0.01 | -0.11 | 0.44 | 2.58 | 0.86 | -0.13 | 1.13 | 1.58 | -1.09 | 0.75 | 0.35 | 0.71 | 1.28 | 1.86 | -0.67 | 3.47 |
| Standard Deviation(%) | NA | 31.09 | 29.26 | 25.51 | 20.92 | NA | NA | 22.43 | 31.85 | 20.68 | 35.32 | 16.16 | 20.49 | 10.09 | 16.19 | 16.47 | 17.00 | 13.77 | 16.27 | 29.36 | 23.39 | 27.96 | 43.00 | 17.23 | 15.06 | 13.08 | 15.22 | 16.93 | 25.46 | 18.93 |
| Draw Down(%) | NA | 43.52 | 43.87 | 43.87 | 43.87 | NA | NA | 58.05 | 37.51 | 14.36 | 33.98 | 9.44 | 25.47 | 4.40 | 18.11 | 13.53 | 12.30 | 6.64 | 10.91 | 24.72 | 18.67 | 18.23 | 55.90 | 10.82 | 16.75 | 8.27 | 14.37 | 11.81 | 31.40 | 3.76 |
| Yield(%) | 0.00 | 48.76 | 33.11 | 21.71 | 16.59 | 11.20 | 15.25 | 13.42 | 0.00 | 55.89 | 30.58 | 41.17 | 23.84 | 26.87 | 5.77 | 10.00 | 21.14 | 24.90 | 9.09 | 4.19 | 0.00 | 0.00 | 0.00 | 12.72 | 10.03 | 11.64 | 16.78 | 3.70 | 0.00 | 0.00 |
Data as of 11/11/2022, AR inception is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMECX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS C) |
-16.16%
Feb 2006 - Feb 2009 |
-4.48%
Feb 2004 - Feb 2009 |
4.96%
Feb 2006 - Feb 2016 |
5.72%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMECX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS C) |
28.92%
Feb 2009 - Feb 2012 |
25.42%
Feb 2009 - Feb 2014 |
15.24%
Feb 2009 - Feb 2019 |
10.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart