Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JHB (Nuveen High Income November 2021 Target Term Fund) NA 6.60% 4.01% 3.50% NA NA NA
Data as of 10/29/2021, Common starting date is 09/12/2016
More Performance Analytics Comparison
Name Start Date End Date
JHB (Nuveen High Income November 2021 Target Term Fund) 09/12/2016 10/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.11 6.60 4.01 3.50 NA NA NA 3.82 -5.19 16.05 -7.03 6.99 -1.57
Sharpe Ratio NA 1.99 0.27 0.25 NA NA NA 1.73 -0.27 2.50 -0.84 1.14 -0.65
Standard Deviation(%) NA 3.30 12.68 10.92 NA NA NA 2.67 20.25 5.90 9.91 5.62 8.11
Draw Down(%) NA 1.40 23.83 23.83 NA NA NA 1.06 23.83 2.14 8.15 2.28 2.85
Yield(%) 0.00 2.00 4.02 4.60 2.32 1.55 1.16 1.52 3.70 5.67 5.98 6.03 1.47
Data as of 10/29/2021, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JHB (Nuveen High Income November 2021 Target Term Fund) 0.53%
Apr 2017 – Apr 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JHB (Nuveen High Income November 2021 Target Term Fund) 6.51%
Nov 2016 – Nov 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return