Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNCX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS C) | NA | -5.75% | 0.51% | 0.81% | 4.73% | 3.98% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNCX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS C) | 10/04/2001 | 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 | -5.75 | 0.51 | 0.81 | 4.73 | 3.98 | NA | … | … | -0.65 | -12.00 | 15.85 | 5.40 | -1.95 | 4.39 | 18.42 | 12.06 | -3.34 | 10.87 | 29.36 | -32.35 | 8.65 | 11.66 | 6.86 | 10.61 | 23.22 | -16.31 | 6.70 |
| Sharpe Ratio | NA | -0.44 | -0.05 | 0.00 | 0.24 | NA | NA | … | … | -0.13 | -1.11 | 2.85 | 0.49 | -0.18 | 0.43 | 1.96 | 0.28 | -0.18 | 0.68 | 0.77 | -1.12 | 0.47 | 0.92 | 0.56 | 1.06 | 2.01 | -1.04 | 2.08 |
| Standard Deviation(%) | NA | 16.52 | 11.91 | 11.68 | 18.07 | NA | NA | … | … | 16.31 | 12.02 | 5.37 | 10.47 | 11.05 | 10.06 | 9.38 | 42.80 | 18.92 | 15.84 | 38.22 | 29.69 | 12.06 | 9.12 | 8.39 | 9.10 | 11.24 | 16.66 | 14.42 |
| Draw Down(%) | NA | 13.60 | 19.87 | 19.87 | 28.63 | NA | NA | … | … | 13.60 | 19.87 | 1.61 | 9.63 | 10.72 | 7.69 | 8.25 | 28.63 | 18.50 | 12.72 | 20.60 | 43.07 | 8.08 | 8.84 | 5.55 | 8.06 | 9.88 | 25.18 | 4.26 |
| Yield(%) | 0.00 | 5.54 | 4.51 | 4.75 | 4.91 | 4.19 | 3.85 | … | … | 1.80 | 3.59 | 4.85 | 3.46 | 3.65 | 8.69 | 6.46 | 5.71 | 1.41 | 1.76 | 1.87 | 5.96 | 3.68 | 1.77 | 1.30 | 1.01 | 1.45 | 0.76 | 4.35 |
Data as of 12/06/2019, 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 |
|---|---|---|---|---|
| FSNCX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS C) |
-11.73%
Feb 2006 – Feb 2009 |
-4.05%
Feb 2004 – Feb 2009 |
3.32%
Dec 2001 – Dec 2011 |
4.06%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNCX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS C) |
20.25%
Feb 2009 – Feb 2012 |
16.67%
Feb 2009 – Feb 2014 |
9.83%
Feb 2009 – Feb 2019 |
7.39%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart