Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNSX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS R3) | NA | -5.07% | 1.05% | 1.34% | 5.28% | 4.51% | 3.00% | … | … |
Data as of 12/06/2019, Common starting date is 10/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNSX (NUVEEN STRATEGY GROWTH 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 | -5.07 | 1.05 | 1.34 | 5.28 | 4.51 | 3.00 | … | … | 0.03 | -11.58 | 16.41 | 6.03 | -1.58 | 4.94 | 19.00 | 12.61 | -2.88 | 11.63 | 29.87 | -32.05 | 9.22 | 12.29 | 7.48 | 11.14 | 24.22 | -15.91 | -10.58 | -12.06 | 13.17 | 1.34 | 15.44 | 3.31 |
| Sharpe Ratio | NA | -0.40 | 0.00 | 0.04 | 0.27 | NA | NA | … | … | -0.09 | -1.07 | 2.94 | 0.55 | -0.15 | 0.48 | 2.03 | 0.30 | -0.15 | 0.73 | 0.78 | -1.11 | 0.52 | 0.99 | 0.63 | 1.12 | 2.10 | -1.02 | -0.89 | -0.84 | 0.86 | -0.15 | 1.33 | 3.00 |
| Standard Deviation(%) | NA | 16.36 | 11.86 | 11.68 | 18.06 | NA | NA | … | … | 16.15 | 12.07 | 5.39 | 10.47 | 10.91 | 10.33 | 9.32 | 42.79 | 18.90 | 15.88 | 38.17 | 29.63 | 12.08 | 9.15 | 8.37 | 9.12 | 11.21 | 16.66 | 14.75 | 19.25 | 11.51 | 12.89 | 8.93 | 5.22 |
| Draw Down(%) | NA | 13.22 | 19.53 | 19.53 | 28.52 | NA | NA | … | … | 13.22 | 19.53 | 1.66 | 9.53 | 10.50 | 7.73 | 8.23 | 28.52 | 18.30 | 12.49 | 20.46 | 43.00 | 8.11 | 8.89 | 5.51 | 7.83 | 9.76 | 24.92 | 23.39 | 21.02 | 7.94 | 19.11 | 6.96 | 2.12 |
| Yield(%) | 0.00 | 6.42 | 5.10 | 5.24 | 5.50 | 4.71 | 3.40 | … | … | 2.26 | 4.04 | 5.36 | 3.95 | 4.13 | 9.15 | 6.96 | 6.22 | 1.91 | 2.39 | 2.37 | 6.17 | 3.85 | 2.30 | 1.81 | 1.30 | 2.28 | 1.22 | 4.92 | 1.91 | 1.51 | 2.71 | 2.10 | 0.62 |
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 |
|---|---|---|---|---|
| FSNSX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS R3) |
-15.27%
Mar 2000 – Mar 2003 |
-7.55%
Mar 1998 – Mar 2003 |
-1.92%
Feb 1999 – Feb 2009 |
2.32%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNSX (NUVEEN STRATEGY GROWTH ALLOCATION FUND CLASS R3) |
20.83%
Feb 2009 – Feb 2012 |
17.24%
Feb 2009 – Feb 2014 |
10.37%
Feb 2009 – Feb 2019 |
7.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart