Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSKBX (Nuveen Strategy Balanced Allc B) | NA | 7.87% | 11.16% | 8.31% | 5.49% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSKBX (Nuveen Strategy Balanced Allc B) | 10/04/2001 | 11/20/2014 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.87 | 11.16 | 8.31 | 5.49 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 5.88 | 4.09 | 3.05 | 3.65 | 3.14 | 2.36 | … | … |
Data as of 11/20/2014, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSKBX (Nuveen Strategy Balanced Allc B) |
-10.30%
Feb 2006 – Feb 2009 |
-3.56%
Feb 2004 – Feb 2009 |
3.54%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSKBX (Nuveen Strategy Balanced Allc B) |
19.37%
Feb 2009 – Feb 2012 |
15.37%
Feb 2009 – Feb 2014 |
6.71%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart