Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBMCX (Nuveen Conservative Allocation C) | NA | -3.29% | 9.89% | 1.47% | 3.14% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 04/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMCX (Nuveen Conservative Allocation C) | 04/22/1998 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.29 | 9.89 | 1.47 | 3.14 | NA | NA | … | … | 0.57 | -2.16 | 10.89 | 21.55 | -19.96 | 2.57 | 9.60 | 5.12 | 5.35 | 12.94 | -10.61 | -3.57 | 5.42 | 3.75 | 0.63 |
| Sharpe Ratio | NA | -0.33 | 1.12 | 0.07 | 0.20 | NA | NA | … | … | 0.77 | -0.20 | 1.41 | 1.77 | -1.17 | -0.09 | 1.48 | 0.64 | 0.87 | 1.84 | -1.19 | -0.86 | 0.16 | 0.06 | -0.25 |
| Standard Deviation(%) | NA | 10.17 | 8.93 | 11.66 | 9.38 | NA | NA | … | … | 2.62 | 10.77 | 7.66 | 12.11 | 17.84 | 6.81 | 4.18 | 4.50 | 5.02 | 6.65 | 9.85 | 7.10 | 7.62 | 6.46 | 9.88 |
| Draw Down(%) | NA | 10.04 | 10.04 | 32.00 | 32.00 | NA | NA | … | … | 1.23 | 10.04 | 5.39 | 12.34 | 30.36 | 4.45 | 3.10 | 2.71 | 4.91 | 4.20 | 14.85 | 8.20 | 4.09 | 7.07 | 9.46 |
| Yield(%) | 0.00 | 2.33 | 3.10 | 2.79 | 2.37 | 2.37 | 1.78 | … | … | 0.00 | 2.36 | 2.38 | 3.39 | 3.51 | 4.08 | 1.94 | 1.29 | 1.30 | 1.13 | 1.38 | 2.07 | 6.39 | 2.03 | 3.59 |
Data as of 04/12/2012, Common starting date is 04/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMCX (Nuveen Conservative Allocation C) |
-6.93%
Feb 2006 – Feb 2009 |
-2.20%
Feb 2004 – Feb 2009 |
-0.32%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMCX (Nuveen Conservative Allocation C) |
13.08%
Feb 2009 – Feb 2012 |
7.76%
Oct 2002 – Oct 2007 |
3.19%
Jan 2002 – Jan 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart