Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSAYX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS I) | NA | -2.18% | 2.54% | 2.42% | 6.41% | 5.32% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSAYX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS I) | 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 | -2.18 | 2.54 | 2.42 | 6.41 | 5.32 | NA | … | … | 4.58 | -14.22 | 19.85 | 6.98 | -1.50 | 4.31 | 24.20 | 13.94 | -4.13 | 13.06 | 31.17 | -35.29 | 10.88 | 14.69 | 9.03 | 12.58 | 29.58 | -19.20 | 8.66 |
| Sharpe Ratio | NA | -0.22 | 0.11 | 0.12 | 0.38 | NA | NA | … | … | 0.22 | -1.03 | 3.06 | 0.53 | -0.12 | 0.42 | 2.19 | 0.60 | -0.18 | 0.69 | 0.66 | -1.00 | 0.54 | 1.07 | 0.72 | 1.09 | 2.22 | -1.05 | 2.48 |
| Standard Deviation(%) | NA | 16.33 | 12.87 | 12.89 | 15.73 | NA | NA | … | … | 15.55 | 15.03 | 6.31 | 12.62 | 12.93 | 10.17 | 11.05 | 23.31 | 23.08 | 18.87 | 46.79 | 36.23 | 14.66 | 10.68 | 9.55 | 10.71 | 13.02 | 19.40 | 15.97 |
| Draw Down(%) | NA | 11.41 | 23.71 | 23.71 | 23.71 | NA | NA | … | … | 11.41 | 23.71 | 1.94 | 11.17 | 12.38 | 8.64 | 8.89 | 17.58 | 21.83 | 14.63 | 24.53 | 47.03 | 9.99 | 10.53 | 6.17 | 9.31 | 12.24 | 29.12 | 4.75 |
| Yield(%) | 0.00 | 9.23 | 6.55 | 6.33 | 6.05 | 5.01 | 4.75 | … | … | 2.62 | 6.32 | 7.17 | 3.70 | 3.46 | 11.65 | 5.06 | 2.68 | 0.91 | 2.31 | 1.78 | 1.53 | 2.24 | 2.50 | 1.99 | 1.66 | 1.45 | 0.75 | 3.11 |
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 |
|---|---|---|---|---|
| FSAYX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS I) |
-12.69%
Feb 2006 – Feb 2009 |
-3.84%
Feb 2004 – Feb 2009 |
4.16%
Dec 2001 – Dec 2011 |
5.42%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAYX (NUVEEN STRATEGY AGGRESSIVE GROWTH ALLOCATION FUND CLASS I) |
22.91%
Feb 2009 – Feb 2012 |
19.38%
Feb 2009 – Feb 2014 |
11.65%
Feb 2009 – Feb 2019 |
9.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart