Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NCCCX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS C) NA -21.92% -7.21% 0.42% NA NA NA
Data as of 05/18/2018, Common starting date is 12/01/2008
More Performance Analytics Comparison
Name Start Date End Date
NCCCX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS C) 12/01/2008 05/18/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 -21.92 -7.21 0.42 NA NA NA -29.89 15.69 6.27 -3.27 10.85 30.17 11.96 -5.82 28.30 34.42 13.93
Sharpe Ratio NA -0.61 -0.31 0.01 NA NA NA -1.03 1.84 0.42 -0.22 0.82 2.28 0.80 -0.21 1.23 1.18 9.46
Standard Deviation(%) NA 37.48 24.50 20.72 NA NA NA 59.89 8.21 14.27 15.08 13.25 13.23 14.94 28.29 22.86 29.04 39.99
Draw Down(%) NA 33.56 33.56 33.56 NA NA NA 33.56 3.83 13.50 12.17 9.60 7.85 11.61 26.00 15.83 23.37 4.11
Yield(%) 0.00 7.49 2.56 2.21 2.70 1.80 1.35 0.00 7.73 0.00 0.03 0.04 1.51 0.02 0.00 0.00 0.00 0.00
Data as of 05/18/2018, Common starting date is 12/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NCCCX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS C) 4.25%
Aug 2014 – Aug 2017
5.53%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NCCCX (NUVEEN SYMPHONY MID-CAP CORE FUND CLASS C) 27.70%
Feb 2009 – Feb 2012
22.79%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return