Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS I) | NA | 4.18% | 1.93% | 1.46% | 2.71% | 2.78% | NA | … | … |
Data as of 12/06/2019, Common starting date is 10/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FYIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS I) | 10/26/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.18 | 1.93 | 1.46 | 2.71 | 2.78 | NA | … | … | 4.07 | -1.16 | 3.13 | 3.67 | -2.07 | 3.60 | -7.63 | 5.88 | 13.00 | 6.73 | 12.16 | -2.92 | 9.87 | -2.46 | -2.90 | 1.34 |
| Sharpe Ratio | NA | 1.09 | 0.27 | 0.20 | 0.51 | NA | NA | … | … | 1.19 | -0.82 | 0.74 | 0.79 | -0.41 | 0.94 | -1.45 | 1.27 | 2.03 | 1.12 | 1.60 | -0.39 | 1.23 | -1.22 | -0.99 | 1.10 |
| Standard Deviation(%) | NA | 2.52 | 3.07 | 3.83 | 4.62 | NA | NA | … | … | 2.46 | 3.04 | 3.40 | 4.37 | 5.17 | 3.84 | 5.28 | 4.62 | 6.39 | 5.92 | 7.53 | 9.90 | 5.60 | 4.75 | 5.11 | 5.57 |
| Draw Down(%) | NA | 1.15 | 2.64 | 5.47 | 10.08 | NA | NA | … | … | 1.15 | 2.64 | 1.79 | 5.15 | 5.47 | 3.10 | 9.76 | 2.41 | 2.80 | 5.42 | 3.58 | 15.37 | 3.53 | 4.94 | 5.77 | 1.33 |
| Yield(%) | 0.00 | 0.75 | 1.90 | 1.26 | 1.91 | 2.18 | 1.65 | … | … | 0.55 | 2.69 | 1.94 | 0.89 | 0.12 | 1.48 | 2.65 | 2.29 | 2.03 | 2.78 | 0.90 | 6.44 | 3.97 | 2.02 | 0.25 | 0.95 |
Data as of 12/06/2019, Common starting date is 10/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FYIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS I) |
-2.14%
Dec 2012 – Dec 2015 |
-0.25%
Nov 2012 – Nov 2017 |
2.59%
Nov 2009 – Nov 2019 |
2.82%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FYIPX (NUVEEN INFLATION PROTECTED SECURITIES FUND CLASS I) |
12.60%
Nov 2008 – Nov 2011 |
8.10%
May 2007 – May 2012 |
4.35%
Jun 2006 – Jun 2016 |
2.82%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison Chart