Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCADX (NUVEEN CONCENTRATED CORE FUND CLASS A) | NA | -1.07% | 6.33% | 7.32% | NA | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCADX (NUVEEN CONCENTRATED CORE FUND CLASS A) | 06/27/2013 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.07 | 6.33 | 7.32 | NA | NA | NA | … | … | -0.35 | 16.73 | 4.12 | -3.17 | 20.92 | 19.22 |
| Sharpe Ratio | NA | -0.19 | 0.43 | 0.50 | NA | NA | NA | … | … | -0.13 | 1.64 | 0.25 | -0.20 | 1.70 | 3.67 |
| Standard Deviation(%) | NA | 12.87 | 13.18 | 13.74 | NA | NA | NA | … | … | 12.72 | 9.86 | 15.91 | 16.33 | 12.33 | 11.17 |
| Draw Down(%) | NA | 14.81 | 16.74 | 22.22 | NA | NA | NA | … | … | 14.81 | 4.81 | 15.23 | 14.26 | 9.23 | 6.31 |
| Yield(%) | 0.00 | 7.55 | 4.35 | 4.08 | 2.42 | 1.62 | 1.21 | … | … | 6.65 | 2.69 | 2.10 | 3.90 | 1.41 | 0.26 |
Data as of 12/28/2018, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCADX (NUVEEN CONCENTRATED CORE FUND CLASS A) |
3.88%
Mar 2015 – Mar 2018 |
7.64%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCADX (NUVEEN CONCENTRATED CORE FUND CLASS A) |
11.76%
Aug 2013 – Aug 2016 |
11.15%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart