Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIMCX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS C) | -0.17% | 3.55% | 2.00% | -0.77% | -0.16% | NA | NA | … | … |
Data as of 05/21/2026, Common starting date is 06/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIMCX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS C) | 06/07/2012 | 05/21/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 3.55 | 2.00 | -0.77 | -0.16 | NA | NA | … | … | -0.17 | 2.72 | 0.10 | 3.21 | -9.00 | -0.45 | 2.71 | 5.40 | -8.48 | -10.61 | 2.51 | -1.32 | 7.64 |
| Sharpe Ratio | NA | 0.49 | -0.44 | -1.11 | -0.38 | NA | NA | … | … | -1.39 | -0.05 | -1.39 | -0.14 | -3.03 | -0.38 | 0.37 | 2.43 | -0.38 | -1.09 | 0.31 | -0.15 | 1.87 |
| Standard Deviation(%) | NA | 1.76 | 2.98 | 2.95 | 4.82 | NA | NA | … | … | 2.11 | 3.45 | 2.53 | 3.27 | 3.46 | 1.27 | 6.55 | 1.61 | 13.99 | 9.75 | 8.05 | 9.01 | 7.49 |
| Draw Down(%) | NA | 2.19 | 4.91 | 13.27 | 14.48 | NA | NA | … | … | 2.19 | 3.97 | 2.09 | 6.17 | 12.40 | 1.78 | 9.75 | 1.48 | 10.79 | 15.32 | 8.85 | 8.69 | 4.24 |
| Yield(%) | 0.00 | 2.03 | 1.66 | 1.11 | 1.19 | 1.19 | 0.90 | … | … | 0.76 | 1.82 | 1.55 | 1.05 | 0.58 | 0.50 | 0.70 | 1.78 | 0.84 | 0.45 | 4.63 | 0.49 | 0.69 |
Data as of 05/21/2026, Common starting date is 06/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIMCX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS C) |
-5.89%
Nov 2015 – Nov 2018 |
-2.43%
Sep 2017 – Sep 2022 |
-1.30%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIMCX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS C) |
3.26%
Oct 2018 – Oct 2021 |
0.43%
Feb 2017 – Feb 2022 |
-0.28%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart