Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFRAX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS A) | 1.81% | 5.75% | 8.31% | 5.71% | 4.86% | 4.46% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFRAX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS A) | 05/06/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 5.75 | 8.31 | 5.71 | 4.86 | 4.46 | NA | … | … | 1.81 | 6.02 | 9.55 | 11.06 | -1.80 | 6.42 | 1.66 | 7.75 | -0.30 | 2.07 | 9.59 | -2.01 | 1.63 | 7.63 | 10.95 | -3.80 |
| Sharpe Ratio | NA | 1.58 | 2.01 | 1.12 | 0.75 | NA | NA | … | … | 0.86 | 1.15 | 2.29 | 2.48 | -0.90 | 3.98 | 0.12 | 2.53 | -0.87 | 0.86 | 3.88 | -0.97 | 0.77 | 4.51 | 5.62 | -1.12 |
| Standard Deviation(%) | NA | 2.43 | 2.69 | 2.85 | 4.34 | NA | NA | … | … | 2.46 | 2.74 | 2.59 | 3.01 | 3.60 | 1.61 | 11.46 | 2.48 | 1.94 | 1.64 | 2.41 | 2.10 | 2.10 | 1.68 | 1.96 | 5.15 |
| Draw Down(%) | NA | 1.10 | 2.41 | 5.90 | 22.12 | NA | NA | … | … | 1.10 | 2.41 | 0.77 | 1.55 | 5.90 | 0.68 | 22.12 | 0.93 | 4.48 | 1.45 | 2.51 | 5.46 | 3.02 | 1.52 | 1.79 | 8.98 |
| Yield(%) | 0.52 | 6.92 | 8.09 | 6.50 | 5.47 | 4.95 | 3.70 | … | … | 2.60 | 7.45 | 8.57 | 8.53 | 4.63 | 3.78 | 4.26 | 5.60 | 4.29 | 4.60 | 4.90 | 4.62 | 4.26 | 4.29 | 5.59 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFRAX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS A) |
-1.71%
Mar 2017 – Mar 2020 |
0.22%
Mar 2015 – Mar 2020 |
3.07%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFRAX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS A) |
9.26%
Sep 2022 – Sep 2025 |
8.14%
Mar 2020 – Mar 2025 |
5.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart