Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCAFX (NUVEEN CONCENTRATED CORE FUND CLASS I) | NA | -0.91% | 6.57% | 7.57% | 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 |
|---|---|---|
| NCAFX (NUVEEN CONCENTRATED CORE FUND CLASS I) | 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 | -0.91 | 6.57 | 7.57 | NA | NA | NA | … | … | -0.19 | 17.00 | 4.37 | -2.92 | 21.23 | 19.37 |
| Sharpe Ratio | NA | -0.17 | 0.44 | 0.52 | NA | NA | NA | … | … | -0.12 | 1.67 | 0.26 | -0.18 | 1.72 | 3.72 |
| Standard Deviation(%) | NA | 12.86 | 13.19 | 13.74 | NA | NA | NA | … | … | 12.71 | 9.86 | 15.95 | 16.30 | 12.33 | 11.10 |
| Draw Down(%) | NA | 14.77 | 16.70 | 22.09 | NA | NA | NA | … | … | 14.77 | 4.80 | 15.23 | 14.21 | 9.18 | 6.31 |
| Yield(%) | 0.00 | 7.78 | 4.60 | 4.34 | 2.58 | 1.72 | 1.29 | … | … | 6.65 | 2.96 | 2.35 | 4.15 | 1.68 | 0.41 |
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 |
|---|---|---|---|---|
| NCAFX (NUVEEN CONCENTRATED CORE FUND CLASS I) |
4.12%
Mar 2015 – Mar 2018 |
7.89%
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 |
|---|---|---|---|---|
| NCAFX (NUVEEN CONCENTRATED CORE FUND CLASS I) |
12.04%
Aug 2013 – Aug 2016 |
11.42%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart