Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NICAX (NUVEEN INTELLIGENT RISK CONSERVATIVE ALLOCATION FUND CLASS A) | NA | -10.84% | -4.63% | NA | NA | NA | NA | … | … |
Data as of 12/29/2016, Common starting date is 06/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NICAX (NUVEEN INTELLIGENT RISK CONSERVATIVE ALLOCATION FUND CLASS A) | 06/05/2012 | 12/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.58 | -10.84 | -4.63 | NA | NA | NA | NA | … | … | 7.20 | -5.65 | 2.68 | -2.32 | 26.19 |
| Sharpe Ratio | NA | 1.60 | 0.26 | NA | NA | NA | NA | … | … | 1.68 | -0.99 | 0.59 | -0.37 | 2.02 |
| Standard Deviation(%) | NA | 4.17 | 4.86 | NA | NA | NA | NA | … | … | 4.18 | 5.72 | 4.54 | 6.31 | 25.03 |
| Draw Down(%) | NA | 3.91 | 13.11 | NA | NA | NA | NA | … | … | 3.62 | 8.99 | 5.95 | 8.48 | 1.77 |
| Yield(%) | 0.00 | 2.15 | 4.93 | 3.46 | 1.73 | 1.15 | 0.87 | … | … | 2.05 | 1.42 | 11.71 | 1.74 | 0.74 |
Data as of 12/29/2016, Common starting date is 06/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICAX (NUVEEN INTELLIGENT RISK CONSERVATIVE ALLOCATION FUND CLASS A) |
-2.49%
Jan 2013 – Jan 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICAX (NUVEEN INTELLIGENT RISK CONSERVATIVE ALLOCATION FUND CLASS A) |
2.08%
Aug 2013 – Aug 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart