Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSKSX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS R3) | NA | -6.08% | -0.40% | 0.24% | 4.32% | 3.94% | 2.93% | … | … |
Data as of 12/06/2019, Common starting date is 10/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSKSX (NUVEEN STRATEGY BALANCED 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 | -6.08 | -0.40 | 0.24 | 4.32 | 3.94 | 2.93 | … | … | -2.51 | -9.89 | 12.05 | 4.37 | -1.20 | 5.06 | 14.27 | 11.89 | -1.40 | 11.31 | 29.20 | -29.13 | 8.48 | 11.07 | 6.46 | 9.68 | 19.46 | -11.84 | -6.53 | -8.19 | 5.83 | 2.47 | 13.10 | 4.41 |
| Sharpe Ratio | NA | -0.47 | -0.15 | -0.06 | 0.39 | NA | NA | … | … | -0.25 | -1.30 | 3.33 | 0.56 | -0.15 | 0.71 | 1.87 | 1.54 | -0.09 | 0.91 | 0.95 | -1.23 | 0.56 | 1.01 | 0.61 | 1.17 | 2.02 | -0.97 | -0.76 | -0.82 | 0.22 | -0.10 | 1.32 | 4.42 |
| Standard Deviation(%) | NA | 16.32 | 10.68 | 9.65 | 10.05 | NA | NA | … | … | 16.42 | 8.73 | 3.43 | 7.35 | 8.07 | 7.14 | 7.60 | 7.74 | 15.13 | 12.32 | 30.80 | 24.35 | 9.61 | 7.61 | 6.91 | 7.45 | 9.28 | 13.33 | 11.95 | 15.06 | 11.14 | 10.34 | 7.11 | 5.08 |
| Draw Down(%) | NA | 14.00 | 15.80 | 15.80 | 15.80 | NA | NA | … | … | 14.00 | 15.80 | 1.05 | 7.16 | 8.07 | 6.03 | 7.54 | 7.20 | 15.21 | 9.68 | 18.35 | 39.62 | 6.29 | 7.17 | 4.48 | 6.19 | 7.62 | 19.83 | 18.25 | 16.31 | 7.34 | 13.78 | 5.02 | 1.72 |
| Yield(%) | 0.00 | 6.48 | 4.47 | 5.65 | 5.47 | 4.96 | 3.82 | … | … | 1.70 | 4.81 | 4.40 | 3.23 | 5.92 | 12.59 | 7.05 | 4.80 | 1.08 | 2.37 | 2.72 | 6.13 | 8.55 | 2.63 | 2.35 | 1.98 | 2.15 | 2.00 | 5.64 | 2.82 | 2.15 | 3.58 | 2.83 | 0.64 |
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 |
|---|---|---|---|---|
| FSKSX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS R3) |
-10.71%
Mar 2000 – Mar 2003 |
-5.47%
Mar 1998 – Mar 2003 |
-1.50%
Feb 1999 – Feb 2009 |
2.71%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSKSX (NUVEEN STRATEGY BALANCED ALLOCATION FUND CLASS R3) |
19.97%
Feb 2009 – Feb 2012 |
15.92%
Feb 2009 – Feb 2014 |
9.20%
Feb 2009 – Feb 2019 |
6.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart