Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCAEX (NUVEEN CONCENTRATED CORE FUND CLASS C) | NA | -1.52% | 5.65% | 6.59% | 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 |
|---|---|---|
| NCAEX (NUVEEN CONCENTRATED CORE FUND CLASS C) | 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 | -1.52 | 5.65 | 6.59 | NA | NA | NA | … | … | -0.76 | 15.82 | 3.34 | -3.91 | 20.04 | 18.80 |
| Sharpe Ratio | NA | -0.22 | 0.37 | 0.45 | NA | NA | NA | … | … | -0.16 | 1.56 | 0.20 | -0.24 | 1.62 | 3.60 |
| Standard Deviation(%) | NA | 12.89 | 13.19 | 13.75 | NA | NA | NA | … | … | 12.74 | 9.81 | 15.96 | 16.34 | 12.34 | 11.11 |
| Draw Down(%) | NA | 14.90 | 16.79 | 22.55 | NA | NA | NA | … | … | 14.90 | 4.91 | 15.27 | 14.42 | 9.30 | 6.37 |
| Yield(%) | 0.00 | 6.93 | 3.73 | 3.58 | 2.12 | 1.42 | 1.06 | … | … | 6.74 | 1.91 | 1.35 | 3.48 | 1.34 | 0.08 |
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 |
|---|---|---|---|---|
| NCAEX (NUVEEN CONCENTRATED CORE FUND CLASS C) |
3.10%
Mar 2015 – Mar 2018 |
6.89%
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 |
|---|---|---|---|---|
| NCAEX (NUVEEN CONCENTRATED CORE FUND CLASS C) |
10.92%
Aug 2013 – Aug 2016 |
10.33%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart