Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIMRX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS R3) | NA | -3.17% | -3.23% | NA | NA | NA | NA | … | … |
Data as of 12/29/2016, Common starting date is 06/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIMRX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS R3) | 06/07/2012 | 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 (%) | -10.33 | -3.17 | -3.23 | NA | NA | NA | NA | … | … | 9.03 | -10.13 | 3.04 | -0.89 | 7.95 |
| Sharpe Ratio | NA | 1.22 | 0.03 | NA | NA | NA | NA | … | … | 1.38 | -1.04 | 0.38 | -0.10 | 1.95 |
| Standard Deviation(%) | NA | 6.40 | 8.20 | NA | NA | NA | NA | … | … | 6.39 | 9.80 | 8.03 | 9.05 | 7.49 |
| Draw Down(%) | NA | 6.28 | 19.45 | NA | NA | NA | NA | … | … | 5.37 | 15.10 | 8.70 | 8.54 | 4.16 |
| Yield(%) | 0.00 | 3.95 | 3.04 | 2.21 | 1.11 | 0.74 | 0.55 | … | … | 3.66 | 0.69 | 5.06 | 0.73 | 0.95 |
Data as of 12/29/2016, 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 |
|---|---|---|---|---|
| NIMRX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS R3) |
-4.02%
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 |
|---|---|---|---|---|
| NIMRX (NUVEEN INTELLIGENT RISK MODERATE ALLOCATION FUND CLASS R3) |
1.78%
Jun 2013 – Jun 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart