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
NMXIX (Nuveen Multi-Asset Income Tax-Aware Fund) NA -2.18% 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
NMXIX (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 -2.18 NA NA NA NA NA -2.43 9.72 -2.80
Sharpe Ratio NA -0.52 NA NA NA NA NA -0.55 3.06 -2.78
Standard Deviation(%) NA 6.88 NA NA NA NA NA 6.89 2.99 3.74
Draw Down(%) NA 5.35 NA NA NA NA NA 5.35 1.02 3.78
Yield(%) 0.00 2.24 1.14 0.68 0.34 0.23 0.17 1.98 1.36 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
NMXIX (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
NMXIX (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