Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSASX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS R3) | NA | -2.83% | 1.98% | 1.86% | 5.83% | 4.77% | 2.74% | … | … |
Data as of 12/06/2019, Common starting date is 10/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSASX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS R3) | 10/23/1996 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.83 | 1.98 | 1.86 | 5.83 | 4.77 | 2.74 | … | … | 3.91 | -14.66 | 19.26 | 6.47 | -1.97 | 3.64 | 23.55 | 13.44 | -4.61 | 12.18 | 30.56 | -35.61 | 10.30 | 14.16 | 8.50 | 12.10 | 29.25 | -19.41 | -14.17 | -17.69 | 16.72 | 0.32 | 17.55 | 3.26 |
| Sharpe Ratio | NA | -0.26 | 0.07 | 0.08 | 0.34 | NA | NA | … | … | 0.18 | -1.06 | 2.94 | 0.50 | -0.15 | 0.32 | 2.14 | 0.58 | -0.20 | 0.64 | 0.65 | -1.00 | 0.50 | 1.02 | 0.66 | 1.04 | 2.23 | -1.06 | -0.97 | -0.92 | 0.93 | -0.19 | 1.31 | 1.47 |
| Standard Deviation(%) | NA | 16.44 | 12.94 | 13.12 | 15.82 | NA | NA | … | … | 15.67 | 15.08 | 6.36 | 12.61 | 12.93 | 11.28 | 10.98 | 23.28 | 23.06 | 18.94 | 46.89 | 36.45 | 14.66 | 10.68 | 9.54 | 10.69 | 12.81 | 19.37 | 17.19 | 23.74 | 14.54 | 15.79 | 10.69 | 10.48 |
| Draw Down(%) | NA | 11.71 | 24.03 | 24.03 | 24.03 | NA | NA | … | … | 11.71 | 24.03 | 1.97 | 11.18 | 12.51 | 8.72 | 8.88 | 17.60 | 21.97 | 14.99 | 24.57 | 47.15 | 10.05 | 10.56 | 6.19 | 9.42 | 12.16 | 29.36 | 28.22 | 27.79 | 9.19 | 24.26 | 9.08 | 4.35 |
| Yield(%) | 0.00 | 8.39 | 5.97 | 5.86 | 5.41 | 4.42 | 2.90 | … | … | 2.16 | 5.89 | 6.70 | 3.21 | 2.98 | 11.23 | 4.52 | 2.13 | 0.42 | 1.61 | 1.36 | 1.32 | 2.03 | 2.16 | 1.57 | 1.32 | 1.18 | 0.53 | 2.99 | 1.00 | 0.47 | 1.91 | 1.42 | 0.57 |
Data as of 12/06/2019, Common starting date is 10/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSASX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS R3) |
-20.03%
Mar 2000 – Mar 2003 |
-10.54%
Mar 1998 – Mar 2003 |
-3.01%
Feb 1999 – Feb 2009 |
1.58%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSASX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS R3) |
22.15%
Feb 2009 – Feb 2012 |
18.71%
Feb 2009 – Feb 2014 |
11.04%
Feb 2009 – Feb 2019 |
8.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart