Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMEYX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS R3) | NA | 23.40% | 17.47% | 16.75% | 13.80% | 10.67% | 10.08% | … | … |
Data as of 08/04/2021, Common starting date is 03/08/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMEYX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS R3) | 03/08/2001 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 23.40 | 17.47 | 16.75 | 13.80 | 10.67 | 10.08 | … | … | 0.41 | 45.57 | 33.09 | -9.37 | 24.19 | 0.92 | -1.24 | 8.04 | 36.18 | 14.54 | -3.21 | 27.27 | 45.07 | -45.92 | 16.48 | 9.11 | 11.98 | 21.16 | 33.14 | -15.44 | -1.50 |
| Sharpe Ratio | NA | 1.12 | 0.66 | 0.74 | 0.66 | NA | NA | … | … | 0.03 | 1.28 | 1.96 | -0.52 | 2.35 | 0.04 | -0.08 | 0.47 | 2.62 | 0.90 | -0.11 | 1.16 | 1.61 | -1.09 | 0.78 | 0.39 | 0.75 | 1.33 | 1.92 | -0.65 | -0.17 |
| Standard Deviation(%) | NA | 20.81 | 25.82 | 21.61 | 20.36 | NA | NA | … | … | 20.24 | 35.30 | 16.20 | 20.52 | 10.08 | 16.20 | 16.46 | 17.01 | 13.78 | 16.25 | 29.34 | 23.42 | 27.92 | 43.01 | 17.25 | 15.04 | 13.06 | 15.22 | 16.90 | 25.44 | 22.93 |
| Draw Down(%) | NA | 13.46 | 33.95 | 33.95 | 33.95 | NA | NA | … | … | 13.46 | 33.95 | 9.38 | 25.36 | 4.37 | 18.06 | 13.42 | 12.01 | 6.62 | 10.86 | 24.62 | 18.60 | 18.13 | 55.71 | 10.77 | 16.64 | 8.21 | 14.18 | 11.69 | 31.19 | 27.95 |
| Yield(%) | 0.00 | 16.86 | 16.93 | 15.79 | 13.74 | 10.85 | 10.82 | … | … | 0.00 | 19.78 | 30.07 | 18.86 | 22.40 | 4.88 | 8.63 | 18.86 | 22.80 | 8.42 | 3.92 | 0.00 | 0.00 | 0.00 | 12.20 | 9.71 | 11.35 | 16.54 | 3.68 | 0.00 | 0.00 |
Data as of 08/04/2021, Common starting date is 03/08/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMEYX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS R3) |
-15.76%
Feb 2006 – Feb 2009 |
-3.99%
Feb 2004 – Feb 2009 |
5.48%
Feb 2006 – Feb 2016 |
7.27%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMEYX (NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS R3) |
29.58%
Feb 2009 – Feb 2012 |
26.06%
Feb 2009 – Feb 2014 |
15.83%
Feb 2009 – Feb 2019 |
11.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
