Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return