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
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

3-Year Annualized Rolling Return