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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FSGYX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS I) NA -4.41% 1.66% 1.91% 5.83% 5.05% NA 5.41%
Data as of 12/06/2019, AR inception is 10/03/2001
More Performance Analytics Comparison
Name Start Date End Date
FSGYX (NUVEEN STRATEGY 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 Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.00 -4.41 1.66 1.91 5.83 5.05 NA 5.41 0.71 -11.09 16.97 6.45 -1.02 5.53 19.69 13.11 -2.32 11.98 30.56 -31.71 9.79 12.86 7.96 11.59 24.47 -15.56 6.97
Sharpe Ratio NA -0.36 0.05 0.09 0.30 NA NA 0.26 -0.04 -1.02 3.06 0.60 -0.10 0.61 2.11 0.31 -0.12 0.75 1.45 -1.10 0.57 1.06 0.69 1.17 2.10 -1.00 2.16
Standard Deviation(%) NA 16.15 11.76 11.42 17.97 NA NA 17.22 15.89 12.10 5.37 10.42 11.01 9.01 9.31 42.78 18.92 15.79 21.06 29.58 11.99 9.08 8.39 9.12 11.32 16.63 14.22
Draw Down(%) NA 12.90 19.17 19.17 28.46 NA NA 45.82 12.90 19.17 1.63 9.54 10.38 7.58 8.25 28.46 18.09 12.50 20.34 42.81 7.99 8.78 5.46 7.66 9.72 24.68 4.22
Yield(%) 0.00 7.27 5.69 5.72 6.04 5.21 4.85 5.39 2.72 4.48 5.86 4.41 4.59 9.58 7.45 6.72 2.40 2.68 2.71 6.33 4.10 2.75 2.29 1.53 2.52 1.56 4.51
Data as of 12/06/2019, AR inception is 10/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSGYX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS I) -10.82%
Feb 2006 - Feb 2009
-3.08%
Feb 2004 - Feb 2009
4.35%
Dec 2001 - Dec 2011
5.15%
Nov 2004 - Nov 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSGYX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS I) 21.42%
Feb 2009 - Feb 2012
17.83%
Feb 2009 - Feb 2014
10.93%
Feb 2009 - Feb 2019
8.47%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart