Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSFIX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS A) | NA | 2.41% | 1.85% | 1.32% | 4.02% | 3.98% | 4.26% | 4.51% |
Data as of 12/06/2019, AR inception is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFIX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS A) | 08/19/1997 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.41 | 1.85 | 1.32 | 4.02 | 3.98 | 4.26 | 4.51 | 4.77 | -7.94 | 9.31 | 3.39 | -1.79 | 4.78 | 6.24 | 10.37 | 1.91 | 9.31 | 27.65 | -21.08 | 7.14 | 7.78 | 4.33 | 6.77 | 12.75 | -2.26 | 2.62 | 7.60 | -0.39 | 9.00 | 5.18 |
| Sharpe Ratio | NA | 0.12 | 0.13 | 0.10 | 0.68 | NA | NA | 0.46 | 0.46 | -1.51 | 3.81 | 0.70 | -0.39 | 1.17 | 1.40 | 2.70 | 0.27 | 1.48 | 1.72 | -1.58 | 0.88 | 1.00 | 0.53 | 1.37 | 2.22 | -0.49 | 0.05 | 0.64 | -0.73 | 1.34 | 2.80 |
| Standard Deviation(%) | NA | 8.17 | 5.91 | 5.48 | 5.35 | NA | NA | 6.71 | 8.03 | 6.14 | 2.29 | 4.54 | 4.69 | 4.08 | 4.44 | 3.85 | 7.04 | 6.21 | 16.00 | 13.89 | 4.70 | 4.51 | 4.09 | 4.24 | 5.43 | 6.80 | 5.82 | 5.56 | 4.97 | 4.24 | 3.99 |
| Draw Down(%) | NA | 6.25 | 11.85 | 11.85 | 11.85 | NA | NA | 31.47 | 6.25 | 11.85 | 0.73 | 4.02 | 5.84 | 3.31 | 5.81 | 3.48 | 7.22 | 5.31 | 12.72 | 30.28 | 2.71 | 3.59 | 2.72 | 4.71 | 3.93 | 9.41 | 5.84 | 2.73 | 4.81 | 3.50 | 1.67 |
| Yield(%) | 0.00 | 3.53 | 2.91 | 3.54 | 3.69 | 4.01 | 4.13 | 4.42 | 3.30 | 1.43 | 2.21 | 3.75 | 3.99 | 6.25 | 3.36 | 3.62 | 2.37 | 2.88 | 5.39 | 6.32 | 6.25 | 4.93 | 3.47 | 2.99 | 3.26 | 3.38 | 4.46 | 4.79 | 6.53 | 8.69 | 2.04 |
Data as of 12/06/2019, AR inception is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFIX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS A) |
-5.99%
Feb 2006 - Feb 2009 |
-1.63%
Feb 2004 - Feb 2009 |
1.45%
Feb 1999 - Feb 2009 |
4.04%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFIX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS A) |
17.36%
Feb 2009 - Feb 2012 |
12.94%
Feb 2009 - Feb 2014 |
7.35%
Feb 2009 - Feb 2019 |
5.60%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart