Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NNSBX (Nuveen Moderate Allocation B) | NA | -2.49% | 13.15% | 1.99% | 3.70% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 07/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NNSBX (Nuveen Moderate Allocation B) | 07/20/1998 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.49 | 13.15 | 1.99 | 3.70 | NA | NA | … | … | 2.10 | -2.53 | 12.93 | 28.60 | -26.37 | 5.49 | 11.87 | 5.75 | 6.80 | 16.90 | -14.28 | -0.16 | 8.55 | 8.03 | -0.37 |
| Sharpe Ratio | NA | -0.19 | 1.06 | 0.08 | 0.19 | NA | NA | … | … | 2.22 | -0.18 | 1.11 | 1.65 | -1.10 | 0.26 | 1.36 | 0.58 | 0.85 | 1.79 | -1.03 | -0.23 | 0.41 | 0.42 | -0.25 |
| Standard Deviation(%) | NA | 13.28 | 12.57 | 16.36 | 13.28 | NA | NA | … | … | 3.48 | 14.09 | 11.61 | 17.32 | 24.82 | 9.42 | 6.32 | 6.23 | 6.86 | 9.04 | 14.86 | 10.84 | 11.00 | 11.41 | 15.69 |
| Draw Down(%) | NA | 15.07 | 15.07 | 39.59 | 39.59 | NA | NA | … | … | 0.91 | 15.07 | 8.37 | 16.19 | 38.22 | 5.25 | 5.00 | 3.60 | 5.44 | 6.06 | 21.39 | 14.00 | 5.22 | 9.89 | 13.70 |
| Yield(%) | 0.00 | 2.41 | 2.68 | 3.71 | 4.12 | 3.93 | 2.95 | … | … | 0.00 | 2.45 | 1.61 | 2.50 | 3.46 | 10.59 | 7.85 | 8.96 | 1.67 | 1.36 | 1.36 | 1.15 | 9.54 | 5.69 | 4.91 |
Data as of 04/12/2012, Common starting date is 07/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNSBX (Nuveen Moderate Allocation B) |
-9.01%
Feb 2006 – Feb 2009 |
-3.18%
Feb 2004 – Feb 2009 |
0.29%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNSBX (Nuveen Moderate Allocation B) |
17.59%
Feb 2009 – Feb 2012 |
10.10%
Sep 2002 – Sep 2007 |
5.00%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart