Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFYX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS I) | NA | 2.67% | 2.14% | 1.60% | 4.24% | 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 |
|---|---|---|
| FSFYX (NUVEEN STRATEGY CONSERVATIVE 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 | 2.67 | 2.14 | 1.60 | 4.24 | 4.22 | NA | … | … | 5.01 | -7.61 | 9.50 | 3.71 | -1.51 | 5.10 | 6.30 | 10.51 | 2.25 | 9.30 | 27.82 | -20.87 | 7.42 | 8.05 | 4.59 | 7.12 | 13.04 | -1.69 | 2.13 |
| Sharpe Ratio | NA | 0.15 | 0.18 | 0.15 | 0.73 | NA | NA | … | … | 0.49 | -1.45 | 3.85 | 0.79 | -0.33 | 1.23 | 1.41 | 2.78 | 0.31 | 1.49 | 1.73 | -1.57 | 0.93 | 1.06 | 0.59 | 1.45 | 2.28 | -0.41 | 1.35 |
| Standard Deviation(%) | NA | 8.08 | 5.87 | 5.44 | 5.33 | NA | NA | … | … | 7.93 | 6.15 | 2.31 | 4.43 | 4.68 | 4.14 | 4.44 | 3.80 | 7.09 | 6.18 | 16.01 | 13.86 | 4.76 | 4.53 | 4.11 | 4.27 | 5.43 | 6.76 | 5.74 |
| Draw Down(%) | NA | 6.20 | 11.64 | 11.64 | 11.64 | NA | NA | … | … | 6.20 | 11.64 | 0.71 | 4.01 | 5.64 | 3.29 | 5.79 | 3.38 | 7.14 | 5.29 | 12.72 | 30.25 | 2.71 | 3.61 | 2.73 | 4.67 | 3.89 | 9.07 | 2.23 |
| Yield(%) | 0.00 | 3.97 | 3.24 | 3.82 | 3.95 | 4.24 | 3.99 | … | … | 3.73 | 1.68 | 2.47 | 3.98 | 4.28 | 6.58 | 3.41 | 3.84 | 2.61 | 2.86 | 5.63 | 6.55 | 6.51 | 5.18 | 3.72 | 3.32 | 3.53 | 3.93 | 1.53 |
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 |
|---|---|---|---|---|
| FSFYX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS I) |
-5.71%
Feb 2006 – Feb 2009 |
-1.34%
Feb 2004 – Feb 2009 |
4.27%
Nov 2009 – Nov 2019 |
4.28%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFYX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS I) |
17.51%
Feb 2009 – Feb 2012 |
13.07%
Feb 2009 – Feb 2014 |
7.56%
Feb 2009 – Feb 2019 |
5.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart