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
NMXCX (Nuveen Multi-Asset Income Tax-Aware Fund) NA -2.90% 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
NMXCX (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 -2.90 NA NA NA NA NA -3.16 9.28 -2.90
Sharpe Ratio NA -0.61 NA NA NA NA NA -0.65 2.99 -2.83
Standard Deviation(%) NA 7.12 NA NA NA NA NA 6.93 2.91 3.79
Draw Down(%) NA 6.07 NA NA NA NA NA 6.07 1.02 3.88
Yield(%) 0.00 1.52 0.77 0.46 0.23 0.15 0.12 1.34 0.92 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
NMXCX (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
NMXCX (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