Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMPYX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R3) | NA | 37.37% | 18.16% | 18.72% | 14.89% | 11.43% | 9.39% | … | … |
Data as of 08/04/2021, Common starting date is 02/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMPYX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R3) | 02/20/2001 | 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 | 37.37 | 18.16 | 18.72 | 14.89 | 11.43 | 9.39 | … | … | 6.68 | 46.95 | 29.26 | -5.65 | 16.18 | 11.40 | -4.28 | 6.46 | 40.21 | 10.74 | -5.43 | 30.74 | 49.13 | -40.53 | 2.90 | 4.59 | 9.23 | 0.51 | 59.03 | -25.78 | 1.89 |
| Sharpe Ratio | NA | 1.76 | 0.64 | 0.76 | 0.64 | NA | NA | … | … | 0.53 | 1.21 | 1.61 | -0.32 | 1.24 | 0.55 | -0.24 | 0.36 | 2.69 | 0.57 | -0.17 | 1.33 | 1.52 | -0.99 | -0.01 | 0.08 | 0.49 | -0.02 | 2.82 | -0.93 | 0.00 |
| Standard Deviation(%) | NA | 21.15 | 27.92 | 23.57 | 22.65 | NA | NA | … | … | 21.93 | 38.30 | 17.28 | 21.58 | 12.62 | 20.19 | 17.94 | 17.83 | 14.92 | 18.79 | 32.94 | 23.12 | 32.32 | 41.64 | 18.13 | 16.58 | 14.42 | 18.50 | 20.70 | 29.04 | 27.05 |
| Draw Down(%) | NA | 11.06 | 36.79 | 36.79 | 36.79 | NA | NA | … | … | 11.06 | 36.79 | 10.61 | 29.44 | 5.60 | 20.27 | 17.90 | 14.40 | 7.67 | 15.44 | 29.23 | 18.53 | 26.74 | 53.26 | 12.09 | 21.37 | 10.03 | 26.79 | 16.79 | 44.62 | 31.27 |
| Yield(%) | 0.00 | 15.50 | 9.69 | 10.42 | 11.18 | 9.21 | 7.64 | … | … | 0.00 | 17.61 | 0.00 | 15.55 | 14.56 | 0.53 | 9.47 | 12.92 | 23.32 | 8.93 | 1.38 | 0.00 | 0.00 | 0.00 | 8.18 | 6.58 | 20.56 | 11.71 | 0.83 | 0.00 | 0.12 |
Data as of 08/04/2021, Common starting date is 02/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMPYX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R3) |
-20.74%
Feb 2006 – Feb 2009 |
-11.09%
Feb 2004 – Feb 2009 |
4.08%
Feb 2006 – Feb 2016 |
5.42%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMPYX (NUVEEN SMALL CAP GROWTH OPPORTUNITIES FUND CLASS R3) |
35.28%
Feb 2009 – Feb 2012 |
28.91%
Feb 2009 – Feb 2014 |
17.50%
Feb 2009 – Feb 2019 |
11.46%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart