Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSD (Nuveen Short Duration Credit Opportunities Fund) | NA | 15.55% | 15.86% | 4.77% | 4.70% | NA | NA | … | … |
Data as of 07/28/2023, Common starting date is 05/26/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSD (Nuveen Short Duration Credit Opportunities Fund) | 05/26/2011 | 07/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 15.55 | 15.86 | 4.77 | 4.70 | NA | NA | … | … | 11.45 | -4.00 | 22.07 | -5.07 | 14.72 | -7.12 | 3.46 | 27.22 | -4.11 | -5.09 | 3.70 | 23.89 | -8.62 |
| Sharpe Ratio | NA | 0.98 | 1.35 | 0.18 | 0.26 | NA | NA | … | … | 1.48 | -0.39 | 2.97 | -0.14 | 1.46 | -0.83 | 0.31 | 2.45 | -0.44 | -0.65 | 0.31 | 2.18 | -0.59 |
| Standard Deviation(%) | NA | 12.14 | 10.79 | 19.29 | 15.15 | NA | NA | … | … | 11.18 | 13.96 | 7.42 | 37.38 | 9.13 | 10.14 | 9.21 | 11.00 | 9.42 | 7.84 | 11.91 | 11.05 | 23.55 |
| Draw Down(%) | NA | 9.12 | 16.87 | 45.32 | 45.32 | NA | NA | … | … | 7.06 | 16.87 | 4.81 | 45.32 | 6.00 | 18.98 | 5.12 | 7.38 | 16.15 | 8.72 | 11.64 | 7.22 | 19.47 |
| Yield(%) | 0.00 | 10.35 | 9.63 | 6.79 | 6.21 | 5.19 | 3.89 | … | … | 6.43 | 7.84 | 7.85 | 6.24 | 8.32 | 7.47 | 7.37 | 7.96 | 7.13 | 6.82 | 9.15 | 9.13 | 3.44 |
Data as of 07/28/2023, Common starting date is 05/26/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSD (Nuveen Short Duration Credit Opportunities Fund) |
-8.05%
Mar 2017 – Mar 2020 |
-1.28%
Mar 2015 – Mar 2020 |
3.57%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSD (Nuveen Short Duration Credit Opportunities Fund) |
16.73%
Mar 2020 – Mar 2023 |
8.26%
Dec 2011 – Dec 2016 |
6.85%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart