Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSFRX (NUVEEN STRATEGIC INCOME FUND CLASS R6) | -0.10% | 5.58% | 4.31% | 2.84% | 3.13% | NA | NA | 3.31% |
Data as of 05/29/2025, AR inception is 01/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFRX (NUVEEN STRATEGIC INCOME FUND CLASS R6) | 01/21/2015 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 5.58 | 4.31 | 2.84 | 3.13 | NA | NA | 3.31 | -0.10 | 6.29 | 9.34 | -10.50 | 1.06 | 8.44 | 13.43 | -3.01 | 5.52 | 9.67 | -4.45 |
| Sharpe Ratio | NA | -0.56 | 0.02 | 0.18 | 0.33 | NA | NA | 0.36 | -1.08 | -0.08 | 0.95 | -2.41 | 0.51 | 1.02 | 4.57 | -1.78 | 1.88 | 2.37 | -1.37 |
| Standard Deviation(%) | NA | 3.65 | 4.80 | 4.12 | 4.34 | NA | NA | 4.30 | 3.47 | 4.00 | 5.40 | 4.95 | 2.05 | 7.99 | 2.63 | 2.44 | 2.62 | 4.00 | 3.43 |
| Draw Down(%) | NA | 3.20 | 7.75 | 16.06 | 16.06 | NA | NA | 16.06 | 3.20 | 2.23 | 4.61 | 15.18 | 2.04 | 15.87 | 1.29 | 3.51 | 1.50 | 4.17 | 7.08 |
| Yield(%) | 0.00 | 4.48 | 4.85 | 4.09 | 4.07 | 2.82 | 2.11 | 4.23 | 0.00 | 6.04 | 5.83 | 3.93 | 2.63 | 3.83 | 4.09 | 3.63 | 4.95 | 5.55 | 5.03 |
Data as of 05/29/2025, AR inception is 01/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFRX (NUVEEN STRATEGIC INCOME FUND CLASS R6) |
-1.78%
Oct 2020 - Oct 2023 |
0.79%
Oct 2017 - Oct 2022 |
3.12%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFRX (NUVEEN STRATEGIC INCOME FUND CLASS R6) |
7.52%
Dec 2018 - Dec 2021 |
7.03%
Jan 2016 - Jan 2021 |
3.27%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart