Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSJSX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS R3) | NA | 2.18% | 1.60% | 1.07% | 3.73% | 3.70% | 4.05% | … | … |
Data as of 12/06/2019, Common starting date is 10/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSJSX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS R3) | 10/23/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.18 | 1.60 | 1.07 | 3.73 | 3.70 | 4.05 | … | … | 4.67 | -8.27 | 8.94 | 3.16 | -2.01 | 4.56 | 5.83 | 10.07 | 1.69 | 8.82 | 27.23 | -21.21 | 6.82 | 7.49 | 4.03 | 6.75 | 12.63 | -2.02 | 2.62 | 7.60 | -2.48 | 5.08 | 12.55 | 2.15 |
| Sharpe Ratio | NA | 0.09 | 0.08 | 0.05 | 0.63 | NA | NA | … | … | 0.45 | -1.57 | 3.67 | 0.65 | -0.43 | 1.12 | 1.31 | 2.71 | 0.23 | 1.39 | 1.70 | -1.60 | 0.80 | 0.93 | 0.45 | 1.35 | 2.31 | -0.45 | 0.05 | 0.62 | -1.04 | 0.34 | 2.11 | 2.66 |
| Standard Deviation(%) | NA | 8.11 | 5.87 | 5.46 | 5.35 | NA | NA | … | … | 7.97 | 6.13 | 2.28 | 4.51 | 4.72 | 4.04 | 4.42 | 3.73 | 7.15 | 6.29 | 15.96 | 13.82 | 4.77 | 4.52 | 4.11 | 4.31 | 5.16 | 6.96 | 5.71 | 5.75 | 5.48 | 5.15 | 4.26 | 3.25 |
| Draw Down(%) | NA | 6.32 | 12.08 | 12.08 | 12.08 | NA | NA | … | … | 6.32 | 12.08 | 0.76 | 4.06 | 5.85 | 3.33 | 5.93 | 3.42 | 7.32 | 5.34 | 12.85 | 30.47 | 2.80 | 3.60 | 2.82 | 4.80 | 4.02 | 9.23 | 5.84 | 3.60 | 5.33 | 3.76 | 3.16 | 0.78 |
| Yield(%) | 0.00 | 3.11 | 2.57 | 3.26 | 3.35 | 3.72 | 3.90 | … | … | 2.90 | 1.10 | 1.93 | 3.43 | 3.78 | 6.04 | 2.96 | 3.40 | 2.15 | 2.40 | 5.11 | 6.11 | 6.03 | 4.75 | 3.35 | 2.70 | 3.26 | 3.61 | 4.46 | 4.79 | 4.49 | 5.00 | 4.36 | 0.85 |
Data as of 12/06/2019, Common starting date is 10/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSJSX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS R3) |
-6.22%
Feb 2006 – Feb 2009 |
-1.85%
Feb 2004 – Feb 2009 |
1.14%
Feb 1999 – Feb 2009 |
3.76%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSJSX (NUVEEN STRATEGY CONSERVATIVE ALLOCATION FUND CLASS R3) |
16.97%
Feb 2009 – Feb 2012 |
12.54%
Feb 2009 – Feb 2014 |
7.02%
Feb 2009 – Feb 2019 |
5.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart