Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCOIX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS I) | 3.09% | 9.34% | 9.95% | 4.93% | 5.84% | 5.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCOIX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS I) | 04/29/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 9.34 | 9.95 | 4.93 | 5.84 | 5.50 | NA | … | … | 3.09 | 8.24 | 9.44 | 13.07 | -10.23 | 6.22 | 2.07 | 13.28 | -1.08 | 6.13 | 19.94 | -8.94 | 0.31 | 9.78 | 15.90 | 4.66 | 5.80 |
| Sharpe Ratio | NA | 2.14 | 1.75 | 0.47 | 0.75 | NA | NA | … | … | 1.04 | 1.36 | 1.66 | 1.76 | -1.52 | 2.39 | 0.15 | 4.12 | -0.74 | 1.74 | 3.45 | -1.82 | 0.07 | 3.16 | 4.84 | 0.72 | 2.06 |
| Standard Deviation(%) | NA | 3.46 | 4.03 | 5.05 | 5.63 | NA | NA | … | … | 3.85 | 3.97 | 3.51 | 5.40 | 7.73 | 2.59 | 11.95 | 2.87 | 3.37 | 3.15 | 5.72 | 4.93 | 4.27 | 3.09 | 3.30 | 6.45 | 4.16 |
| Draw Down(%) | NA | 2.29 | 4.30 | 14.70 | 23.02 | NA | NA | … | … | 2.29 | 4.30 | 1.80 | 4.30 | 14.65 | 2.18 | 23.02 | 1.19 | 5.79 | 2.92 | 5.02 | 14.13 | 7.90 | 4.67 | 2.85 | 8.98 | 4.67 |
| Yield(%) | 0.58 | 7.61 | 7.88 | 5.98 | 6.19 | 5.98 | 4.97 | … | … | 2.95 | 7.85 | 7.56 | 7.22 | 4.66 | 4.79 | 5.31 | 6.22 | 5.42 | 6.80 | 7.58 | 6.02 | 6.35 | 7.00 | 7.42 | 6.37 | 1.72 |
Data as of 06/04/2026, Common starting date is 04/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCOIX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS I) |
-1.70%
Sep 2019 – Sep 2022 |
1.02%
Sep 2017 – Sep 2022 |
3.00%
Oct 2013 – Oct 2023 |
5.36%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCOIX (NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND CLASS I) |
11.71%
Sep 2011 – Sep 2014 |
8.73%
May 2010 – May 2015 |
6.72%
Sep 2011 – Sep 2021 |
5.89%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart