Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRGWX (NUVEEN LARGE CAP GROWTH OPPORTUNITIES FUND CLASS A) | NA | -10.97% | -0.99% | 6.61% | 4.03% | 6.67% | 4.55% | … | … |
Data as of 10/31/2017, Common starting date is 03/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRGWX (NUVEEN LARGE CAP GROWTH OPPORTUNITIES FUND CLASS A) | 03/29/1995 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.97 | -0.99 | 6.61 | 4.03 | 6.67 | 4.55 | … | … | -11.79 | -1.20 | 8.76 | 7.21 | 33.37 | 14.16 | -2.92 | 22.13 | 33.42 | -37.43 | 17.41 | 4.12 | 6.83 | 8.82 | 23.86 | -24.82 | -22.42 | -1.40 | 14.10 | 30.35 | 22.52 | 17.87 | 19.31 |
| Sharpe Ratio | NA | -0.20 | -0.02 | 0.08 | 0.36 | NA | NA | … | … | -0.37 | -0.10 | 0.52 | 0.46 | 2.57 | 0.93 | -0.11 | 1.06 | 1.38 | -1.02 | 0.86 | 0.07 | 0.43 | 0.63 | 1.30 | -1.02 | -1.17 | -0.20 | 0.63 | 1.33 | -2.12 | 1.12 | 1.98 |
| Standard Deviation(%) | NA | 57.56 | 50.30 | 82.14 | 21.05 | NA | NA | … | … | 39.67 | 14.41 | 16.68 | 15.77 | 12.98 | 15.34 | 25.72 | 20.71 | 24.19 | 37.58 | 16.76 | 11.59 | 10.90 | 12.54 | 17.80 | 25.36 | 21.48 | 26.79 | 17.29 | 20.25 | 15.37 | 12.67 | 11.34 |
| Draw Down(%) | NA | 29.70 | 29.70 | 29.70 | 49.23 | NA | NA | … | … | 29.70 | 14.61 | 12.45 | 11.79 | 6.91 | 11.84 | 18.75 | 16.33 | 19.34 | 45.76 | 9.42 | 11.31 | 6.82 | 11.00 | 13.53 | 33.40 | 36.06 | 19.77 | 14.09 | 25.38 | 10.36 | 12.62 | 6.24 |
| Yield(%) | 0.00 | 12.72 | 14.60 | 14.59 | 8.06 | 9.53 | 6.53 | … | … | 0.00 | 12.72 | 20.63 | 17.90 | 19.19 | 1.32 | 3.53 | 0.00 | 0.23 | 0.08 | 10.40 | 1.15 | 0.00 | 0.32 | 0.13 | 0.61 | 0.13 | 12.17 | 5.49 | 12.78 | 17.26 | 4.84 | 0.02 |
Data as of 10/31/2017, Common starting date is 03/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRGWX (NUVEEN LARGE CAP GROWTH OPPORTUNITIES FUND CLASS A) |
-20.19%
Mar 2000 – Mar 2003 |
-7.40%
Aug 2000 – Aug 2005 |
-4.18%
Feb 1999 – Feb 2009 |
2.53%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRGWX (NUVEEN LARGE CAP GROWTH OPPORTUNITIES FUND CLASS A) |
27.31%
Mar 1997 – Mar 2000 |
22.82%
Feb 2009 – Feb 2014 |
8.80%
Apr 2005 – Apr 2015 |
9.74%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart
