Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPXCX (NUVEEN SMALL CAP INDEX FUND CLASS C) | NA | 19.62% | 6.77% | 11.94% | 5.77% | 9.30% | NA | … | … |
Data as of 10/31/2017, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPXCX (NUVEEN SMALL CAP INDEX FUND CLASS C) | 10/04/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.62 | 6.77 | 11.94 | 5.77 | 9.30 | NA | … | … | 4.98 | 19.66 | -5.67 | 3.50 | 37.04 | 14.90 | -5.47 | 25.15 | 25.85 | -34.22 | -2.82 | 16.64 | 2.74 | 16.30 | 44.66 | -22.99 | 17.27 |
| Sharpe Ratio | NA | 1.82 | 0.42 | 0.76 | 0.21 | NA | NA | … | … | 0.62 | 1.05 | -0.34 | 0.21 | 2.51 | 0.87 | -0.17 | 1.00 | 0.72 | -0.76 | -0.29 | 0.77 | 0.04 | 0.85 | 2.36 | -0.96 | 4.85 |
| Standard Deviation(%) | NA | 10.48 | 15.49 | 15.52 | 25.97 | NA | NA | … | … | 8.68 | 18.44 | 16.62 | 16.32 | 14.72 | 17.18 | 33.04 | 24.97 | 35.91 | 46.36 | 20.41 | 17.40 | 16.12 | 18.07 | 18.62 | 25.07 | 19.35 |
| Draw Down(%) | NA | 4.79 | 26.36 | 26.36 | 57.99 | NA | NA | … | … | 4.79 | 16.06 | 16.33 | 13.12 | 5.40 | 12.85 | 29.51 | 20.52 | 33.04 | 49.35 | 14.08 | 14.14 | 11.88 | 14.93 | 13.14 | 38.19 | 3.61 |
| Yield(%) | 0.00 | 9.96 | 6.28 | 7.18 | 4.59 | 7.91 | 5.23 | … | … | 6.11 | 3.39 | 4.16 | 5.83 | 6.89 | 4.41 | 0.00 | 0.00 | 0.00 | 10.89 | 11.52 | 14.15 | 3.06 | 7.58 | 0.87 | 0.08 | 0.05 |
Data as of 10/31/2017, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPXCX (NUVEEN SMALL CAP INDEX FUND CLASS C) |
-18.74%
Feb 2006 – Feb 2009 |
-7.91%
Feb 2004 – Feb 2009 |
3.63%
Jan 2006 – Jan 2016 |
6.81%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPXCX (NUVEEN SMALL CAP INDEX FUND CLASS C) |
27.84%
Feb 2009 – Feb 2012 |
25.00%
Feb 2009 – Feb 2014 |
10.01%
Mar 2003 – Mar 2013 |
9.52%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart