Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFVBX (Nuveen VA Municipal Bond B) | NA | 2.80% | 1.30% | 2.69% | 2.91% | 3.94% | NA | … | … |
Data as of 12/16/2014, Common starting date is 06/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFVBX (Nuveen VA Municipal Bond B) | 06/24/1999 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.80 | 1.30 | 2.69 | 2.91 | 3.94 | NA | … | … | 2.84 | -6.07 | 6.84 | 9.29 | 1.24 | 19.62 | -10.10 | 1.20 | 3.92 | 3.12 | 4.58 | 5.26 | 6.81 | 3.55 | 10.13 | -3.06 |
| Sharpe Ratio | NA | 3.24 | 0.53 | 1.01 | 0.56 | NA | NA | … | … | 3.64 | -1.77 | 3.35 | 3.27 | 0.38 | 5.21 | -1.50 | -0.70 | 0.34 | 0.41 | 1.05 | 1.38 | 2.07 | 0.62 | 3.02 | -3.58 |
| Standard Deviation(%) | NA | 0.86 | 2.40 | 2.62 | 3.46 | NA | NA | … | … | 0.81 | 3.44 | 2.04 | 2.84 | 3.02 | 3.75 | 7.33 | 2.60 | 1.83 | 2.31 | 3.48 | 3.31 | 2.77 | 2.01 | 2.01 | 2.55 |
| Draw Down(%) | NA | 0.29 | 9.56 | 9.56 | 15.73 | NA | NA | … | … | 0.19 | 9.56 | 1.89 | 2.78 | 5.80 | 2.92 | 15.73 | 3.16 | 1.33 | 2.32 | 5.42 | 5.19 | 3.57 | 2.80 | 2.73 | 4.47 |
| Yield(%) | 0.00 | 0.50 | 2.22 | 2.68 | 3.01 | 3.70 | 2.74 | … | … | 0.25 | 2.75 | 3.25 | 3.40 | 3.26 | 4.13 | 3.41 | 3.28 | 3.28 | 3.80 | 4.20 | 4.30 | 4.67 | 4.26 | 4.53 | 2.49 |
Data as of 12/16/2014, Common starting date is 06/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFVBX (Nuveen VA Municipal Bond B) |
-1.85%
Dec 2005 – Dec 2008 |
0.39%
Dec 2003 – Dec 2008 |
2.96%
Oct 2004 – Oct 2014 |
3.70%
Jul 1999 – Jul 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFVBX (Nuveen VA Municipal Bond B) |
9.79%
Dec 2008 – Dec 2011 |
6.40%
Jan 2000 – Jan 2005 |
4.72%
Jan 2000 – Jan 2010 |
3.91%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart