Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMVSX (NUVEEN MID CAP VALUE FUND CLASS R3) | NA | 52.24% | 9.83% | 12.10% | 12.28% | 7.83% | NA | 9.91% |
Data as of 08/04/2021, AR inception is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMVSX (NUVEEN MID CAP VALUE FUND CLASS R3) | 10/04/2001 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 52.24 | 9.83 | 12.10 | 12.28 | 7.83 | NA | 9.91 | 25.81 | -0.35 | 26.36 | -13.13 | 18.88 | 15.51 | -3.79 | 9.18 | 38.31 | 9.66 | -7.65 | 20.19 | 28.23 | -36.70 | 4.17 | 14.41 | 12.10 | 22.56 | 33.71 | -9.34 | 10.40 |
| Sharpe Ratio | NA | 2.96 | 0.34 | 0.51 | 0.59 | NA | NA | 0.41 | 3.08 | -0.01 | 2.00 | -0.88 | 2.04 | 0.97 | -0.24 | 0.67 | 2.84 | 0.61 | -0.27 | 0.91 | 0.93 | -0.94 | 0.07 | 1.03 | 0.82 | 1.84 | 2.26 | -0.50 | 3.60 |
| Standard Deviation(%) | NA | 17.61 | 26.91 | 22.09 | 20.20 | NA | NA | 20.94 | 15.50 | 41.61 | 12.47 | 16.36 | 8.97 | 15.68 | 16.18 | 13.65 | 13.48 | 15.76 | 28.28 | 22.01 | 30.19 | 39.92 | 16.77 | 10.88 | 12.18 | 11.75 | 14.62 | 21.07 | 13.97 |
| Draw Down(%) | NA | 7.88 | 44.60 | 44.60 | 44.60 | NA | NA | 55.76 | 5.77 | 44.60 | 6.62 | 23.66 | 4.45 | 13.20 | 13.63 | 10.81 | 6.30 | 13.85 | 27.20 | 17.04 | 25.97 | 48.82 | 13.54 | 8.46 | 7.86 | 8.45 | 11.77 | 27.68 | 3.18 |
| Yield(%) | 0.00 | 1.52 | 1.76 | 3.73 | 3.97 | 3.26 | 5.02 | 5.28 | 0.00 | 1.27 | 0.83 | 3.53 | 8.44 | 6.94 | 0.01 | 0.66 | 0.35 | 0.86 | 0.30 | 0.86 | 0.94 | 0.79 | 7.47 | 7.06 | 5.97 | 0.22 | 0.74 | 0.86 | 0.29 |
Data as of 08/04/2021, 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 |
|---|---|---|---|---|
| FMVSX (NUVEEN MID CAP VALUE FUND CLASS R3) |
-15.73%
Feb 2006 - Feb 2009 |
-4.08%
Feb 2004 - Feb 2009 |
4.33%
Feb 2006 - Feb 2016 |
4.41%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVSX (NUVEEN MID CAP VALUE FUND CLASS R3) |
26.61%
Mar 2003 - Mar 2006 |
21.45%
Feb 2009 - Feb 2014 |
13.86%
Feb 2009 - Feb 2019 |
10.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart