Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSACX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) | NA | -3.57% | 1.37% | 1.30% | 5.27% | 4.22% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSACX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) | 10/03/2001 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.57 | 1.37 | 1.30 | 5.27 | 4.22 | NA | … | … | 3.16 | -15.11 | 18.69 | 5.87 | -2.41 | 3.18 | 22.90 | 12.88 | -5.14 | 11.72 | 29.87 | -35.92 | 9.73 | 13.54 | 7.97 | 11.42 | 28.29 | -19.79 | 8.37 |
| Sharpe Ratio | NA | -0.30 | 0.02 | 0.03 | 0.31 | NA | NA | … | … | 0.12 | -1.10 | 2.83 | 0.45 | -0.19 | 0.29 | 2.08 | 0.55 | -0.22 | 0.61 | 0.64 | -1.01 | 0.46 | 0.96 | 0.61 | 0.98 | 2.14 | -1.06 | 2.38 |
| Standard Deviation(%) | NA | 16.67 | 13.03 | 13.12 | 15.83 | NA | NA | … | … | 15.97 | 15.00 | 6.42 | 12.61 | 12.90 | 11.01 | 11.01 | 23.32 | 23.05 | 18.95 | 46.82 | 36.46 | 14.63 | 10.68 | 9.56 | 10.65 | 12.90 | 19.77 | 16.02 |
| Draw Down(%) | NA | 12.12 | 24.36 | 24.36 | 24.36 | NA | NA | … | … | 12.12 | 24.36 | 2.03 | 11.31 | 12.72 | 8.71 | 8.97 | 17.65 | 22.13 | 15.08 | 24.60 | 47.30 | 10.06 | 10.61 | 6.32 | 9.59 | 12.32 | 29.59 | 4.76 |
| Yield(%) | 0.00 | 7.61 | 5.44 | 5.44 | 4.83 | 3.88 | 3.61 | … | … | 1.69 | 5.52 | 6.30 | 2.75 | 2.53 | 10.91 | 4.00 | 1.59 | 0.00 | 1.10 | 0.91 | 1.13 | 1.91 | 1.89 | 1.28 | 1.14 | 0.71 | 0.11 | 2.84 |
Data as of 12/06/2019, Common starting date is 10/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSACX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) |
-13.54%
Feb 2006 – Feb 2009 |
-4.78%
Feb 2004 – Feb 2009 |
3.13%
Dec 2001 – Dec 2011 |
4.32%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSACX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) |
21.57%
Feb 2009 – Feb 2012 |
18.13%
Feb 2009 – Feb 2014 |
10.49%
Feb 2009 – Feb 2019 |
8.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart