Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDD (Nuveen Diversified Dividend and Income Fund) | NA | -46.54% | -14.57% | -9.39% | 0.68% | -0.97% | NA | … | … |
Data as of 12/17/2021, Common starting date is 09/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDD (Nuveen Diversified Dividend and Income Fund) | 09/29/2003 | 12/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | -46.54 | -14.57 | -9.39 | 0.68 | -0.97 | NA | … | … | -46.79 | -10.87 | 17.33 | -24.96 | 12.63 | 13.66 | 1.29 | 13.73 | 5.79 | 23.04 | 3.24 | 22.15 | 74.06 | -49.50 | -28.95 | 38.86 | 16.51 | 8.08 | 4.95 |
| Sharpe Ratio | NA | -0.51 | -0.25 | -0.21 | 0.00 | NA | NA | … | … | -0.52 | -0.23 | 1.17 | -1.50 | 0.95 | 0.90 | 0.09 | 1.39 | 0.40 | 1.39 | 0.14 | 1.24 | 2.00 | -0.92 | -1.34 | 2.19 | 1.00 | 0.41 | 3.04 |
| Standard Deviation(%) | NA | 91.41 | 60.09 | 47.45 | 35.06 | NA | NA | … | … | 93.07 | 47.88 | 13.80 | 17.55 | 12.74 | 14.96 | 14.80 | 9.88 | 14.36 | 16.69 | 22.74 | 17.81 | 36.96 | 54.47 | 24.00 | 16.31 | 14.32 | 17.20 | 6.57 |
| Draw Down(%) | NA | 62.52 | 62.52 | 62.52 | 62.52 | NA | NA | … | … | 62.52 | 51.01 | 6.96 | 32.31 | 7.63 | 13.57 | 16.96 | 9.13 | 22.67 | 14.79 | 20.86 | 14.68 | 36.92 | 68.12 | 32.71 | 5.16 | 11.37 | 20.00 | 1.83 |
| Yield(%) | 0.00 | 6.83 | 8.44 | 8.24 | 9.81 | 4.91 | 6.33 | … | … | 6.88 | 7.35 | 9.43 | 8.02 | 11.89 | 10.06 | 9.18 | 9.20 | 8.50 | 9.60 | 9.17 | 9.59 | 13.08 | 9.19 | 3.75 | 8.27 | 10.44 | 7.99 | 0.69 |
Data as of 12/17/2021, Common starting date is 09/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDD (Nuveen Diversified Dividend and Income Fund) |
-26.52%
Feb 2006 – Feb 2009 |
-12.55%
Feb 2004 – Feb 2009 |
0.01%
Nov 2011 – Nov 2021 |
-1.53%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDD (Nuveen Diversified Dividend and Income Fund) |
44.61%
Feb 2009 – Feb 2012 |
28.91%
Feb 2009 – Feb 2014 |
17.88%
Feb 2009 – Feb 2019 |
8.19%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart