Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSJCX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS C) | NA | 1.70% | 1.15% | 0.59% | 3.23% | 3.20% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSJCX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS C) | 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 | 1.70 | 1.15 | 0.59 | 3.23 | 3.20 | NA | … | … | 4.23 | -8.67 | 8.37 | 2.70 | -2.53 | 4.10 | 5.36 | 9.43 | 1.26 | 8.28 | 26.58 | -21.62 | 6.29 | 6.97 | 3.57 | 5.99 | 11.93 | -2.67 | 1.86 |
| Sharpe Ratio | NA | 0.03 | 0.01 | -0.03 | 0.54 | NA | NA | … | … | 0.39 | -1.63 | 3.42 | 0.55 | -0.55 | 1.02 | 1.20 | 2.47 | 0.18 | 1.31 | 1.66 | -1.63 | 0.69 | 0.81 | 0.34 | 1.19 | 2.20 | -0.56 | 1.16 |
| Standard Deviation(%) | NA | 8.11 | 5.87 | 5.45 | 5.32 | NA | NA | … | … | 7.97 | 6.12 | 2.28 | 4.52 | 4.69 | 3.99 | 4.44 | 3.83 | 7.02 | 6.24 | 15.94 | 13.76 | 4.72 | 4.55 | 4.11 | 4.24 | 5.10 | 6.78 | 5.69 |
| Draw Down(%) | NA | 6.36 | 12.52 | 12.52 | 12.52 | NA | NA | … | … | 6.36 | 12.52 | 0.72 | 4.11 | 6.00 | 3.39 | 5.91 | 3.47 | 7.48 | 5.40 | 12.78 | 30.57 | 2.89 | 3.68 | 2.80 | 4.93 | 4.04 | 9.44 | 2.21 |
| Yield(%) | 0.00 | 2.26 | 2.00 | 2.76 | 2.78 | 3.22 | 3.01 | … | … | 2.06 | 0.72 | 1.45 | 2.98 | 3.27 | 5.50 | 2.50 | 2.86 | 1.63 | 1.96 | 4.71 | 5.71 | 5.52 | 4.25 | 2.73 | 2.34 | 2.50 | 3.06 | 1.36 |
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 |
|---|---|---|---|---|
| FSJCX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS C) |
-6.71%
Feb 2006 – Feb 2009 |
-2.37%
Feb 2004 – Feb 2009 |
3.26%
Nov 2009 – Nov 2019 |
3.24%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSJCX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS C) |
16.41%
Feb 2009 – Feb 2012 |
12.02%
Feb 2009 – Feb 2014 |
6.52%
Feb 2009 – Feb 2019 |
4.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart