Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSGNX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS A) | NA | -5.62% | -0.09% | 0.52% | 4.56% | 4.19% | 3.87% | … | … |
Data as of 12/06/2019, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSGNX (NUVEEN STRATEGY BALANCED 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.62 | -0.09 | 0.52 | 4.56 | 4.19 | 3.87 | … | … | -2.05 | -9.69 | 12.40 | 4.66 | -1.01 | 5.21 | 14.47 | 12.29 | -1.22 | 11.41 | 29.45 | -28.95 | 8.77 | 11.26 | 6.77 | 9.61 | 19.52 | -11.67 | -6.55 | 6.11 | 12.47 | 8.16 | 2.37 |
| Sharpe Ratio | NA | -0.44 | -0.11 | -0.03 | 0.41 | NA | NA | … | … | -0.22 | -1.25 | 3.52 | 0.61 | -0.13 | 0.60 | 1.88 | 1.58 | -0.08 | 0.91 | 0.95 | -1.22 | 0.60 | 1.05 | 0.67 | 1.18 | 2.03 | -0.96 | -0.75 | 0.17 | 1.07 | 0.55 | 0.37 |
| Standard Deviation(%) | NA | 16.13 | 10.59 | 9.83 | 10.15 | NA | NA | … | … | 16.21 | 8.80 | 3.36 | 7.30 | 8.09 | 8.60 | 7.69 | 7.82 | 15.13 | 12.38 | 30.80 | 24.37 | 9.56 | 7.60 | 6.84 | 7.37 | 9.29 | 13.32 | 12.04 | 12.01 | 8.66 | 8.72 | 8.33 |
| Draw Down(%) | NA | 13.72 | 15.68 | 15.68 | 15.68 | NA | NA | … | … | 13.72 | 15.68 | 0.98 | 7.08 | 8.00 | 5.90 | 7.55 | 7.22 | 15.06 | 10.16 | 18.21 | 39.45 | 6.33 | 7.14 | 4.44 | 6.16 | 7.59 | 19.77 | 18.25 | 7.12 | 6.77 | 13.94 | 4.80 |
| Yield(%) | 0.00 | 6.87 | 4.72 | 5.84 | 5.69 | 5.17 | 4.67 | … | … | 2.11 | 5.01 | 4.64 | 3.33 | 6.13 | 12.76 | 7.21 | 5.05 | 1.34 | 2.33 | 2.87 | 6.27 | 8.66 | 2.76 | 2.47 | 2.04 | 2.14 | 2.03 | 5.42 | 16.93 | 8.47 | 8.91 | 2.00 |
Data as of 12/06/2019, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGNX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS A) |
-9.63%
Feb 2006 – Feb 2009 |
-2.86%
Feb 2004 – Feb 2009 |
0.67%
Feb 1999 – Feb 2009 |
3.98%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGNX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS A) |
20.22%
Feb 2009 – Feb 2012 |
16.18%
Feb 2009 – Feb 2014 |
9.44%
Feb 2009 – Feb 2019 |
7.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart