Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NMXAX (Nuveen Multi-Asset Income Tax-Aware Fund) NA -2.40% NA NA NA NA NA
Data as of 12/28/2018, Common starting date is 09/27/2016
More Performance Analytics Comparison
Name Start Date End Date
NMXAX (Nuveen Multi-Asset Income Tax-Aware Fund) 09/27/2016 12/28/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016
Annualized Return (%) 0.00 -2.40 NA NA NA NA NA -2.67 9.67 -2.85
Sharpe Ratio NA -0.56 NA NA NA NA NA -0.58 3.06 -2.71
Standard Deviation(%) NA 6.87 NA NA NA NA NA 6.88 2.96 3.89
Draw Down(%) NA 5.50 NA NA NA NA NA 5.50 1.07 3.78
Yield(%) 0.00 2.07 1.05 0.63 0.32 0.21 0.16 1.83 1.26 0.00
Data as of 12/28/2018, Common starting date is 09/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NMXAX (Nuveen Multi-Asset Income Tax-Aware Fund) 0.00%
NA
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
NMXAX (Nuveen Multi-Asset Income Tax-Aware Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return