Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBDRX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND CLASS R3) | NA | 24.79% | 13.46% | 13.26% | 12.92% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 03/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBDRX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND CLASS R3) | 03/30/2009 | 08/04/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.79 | 13.46 | 13.26 | 12.92 | NA | NA | … | … | 12.15 | 8.95 | 31.22 | -4.60 | 19.42 | 10.92 | -3.45 | 12.60 | 25.15 | 12.82 | 4.89 | 14.94 | 34.31 |
| Sharpe Ratio | NA | 1.94 | 0.58 | 0.69 | 0.76 | NA | NA | … | … | 2.06 | 0.26 | 2.74 | -0.38 | 3.00 | 0.87 | -0.23 | 1.15 | 2.30 | 1.11 | 0.23 | 0.88 | 2.55 |
| Standard Deviation(%) | NA | 12.73 | 22.06 | 18.19 | 16.49 | NA | NA | … | … | 10.48 | 34.04 | 10.88 | 15.43 | 6.30 | 12.31 | 14.94 | 10.94 | 10.93 | 11.63 | 21.50 | 16.89 | 18.52 |
| Draw Down(%) | NA | 8.30 | 33.71 | 33.71 | 33.71 | NA | NA | … | … | 4.09 | 33.71 | 4.60 | 17.71 | 2.72 | 8.45 | 11.32 | 7.53 | 6.16 | 10.11 | 16.26 | 13.34 | 7.35 |
| Yield(%) | 0.00 | 4.25 | 6.15 | 5.65 | 6.53 | 6.61 | 4.96 | … | … | 0.29 | 4.37 | 9.94 | 5.77 | 4.65 | 1.19 | 5.18 | 4.52 | 2.20 | 2.07 | 1.55 | 1.60 | 1.44 |
Data as of 08/04/2021, Common starting date is 03/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBDRX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND CLASS R3) |
5.06%
Mar 2017 – Mar 2020 |
5.06%
Mar 2015 – Mar 2020 |
9.32%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBDRX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND CLASS R3) |
18.87%
Sep 2011 – Sep 2014 |
16.78%
Apr 2009 – Apr 2014 |
13.02%
Apr 2009 – Apr 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart