Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFRIX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS I) | 2.42% | 6.56% | 8.77% | 6.06% | 5.28% | 4.83% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFRIX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS I) | 05/06/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 6.56 | 8.77 | 6.06 | 5.28 | 4.83 | NA | … | … | 2.42 | 6.30 | 9.83 | 11.35 | -1.59 | 6.72 | 1.92 | 8.01 | 0.00 | 3.40 | 9.77 | -1.77 | 1.89 | 7.99 | 11.09 | -3.75 |
| Sharpe Ratio | NA | 1.64 | 2.07 | 1.20 | 0.83 | NA | NA | … | … | 0.91 | 1.22 | 2.33 | 2.57 | -0.84 | 4.16 | 0.15 | 2.56 | -0.71 | 1.63 | 3.88 | -0.84 | 0.86 | 4.71 | 5.66 | -1.09 |
| Standard Deviation(%) | NA | 2.48 | 2.75 | 2.88 | 4.35 | NA | NA | … | … | 2.48 | 2.81 | 2.66 | 3.02 | 3.63 | 1.61 | 11.42 | 2.56 | 1.97 | 1.69 | 2.46 | 2.14 | 2.17 | 1.69 | 1.97 | 5.19 |
| Draw Down(%) | NA | 1.13 | 2.39 | 5.77 | 22.07 | NA | NA | … | … | 1.13 | 2.39 | 0.77 | 1.55 | 5.77 | 0.68 | 22.07 | 0.94 | 4.44 | 1.05 | 2.49 | 5.34 | 2.96 | 1.50 | 1.77 | 8.98 |
| Yield(%) | 0.55 | 7.18 | 8.35 | 6.73 | 5.71 | 5.18 | 3.87 | … | … | 2.71 | 7.70 | 8.83 | 8.79 | 4.88 | 4.02 | 4.50 | 5.85 | 4.53 | 4.84 | 5.13 | 4.85 | 4.51 | 4.53 | 5.82 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NFRIX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS I) |
-1.16%
Mar 2017 – Mar 2020 |
0.66%
Mar 2015 – Mar 2020 |
3.43%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFRIX (NUVEEN SYMPHONY FLOATING RATE INCOME FUND CLASS I) |
9.54%
Sep 2022 – Sep 2025 |
8.43%
Mar 2020 – Mar 2025 |
5.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart