Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOPAX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS A) | NA | 9.08% | 11.31% | 10.54% | 14.20% | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOPAX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS A) | 10/03/2007 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.08 | 11.31 | 10.54 | 14.20 | NA | NA | … | … | 9.59 | 19.43 | 5.83 | 3.69 | 14.34 | 30.53 | 12.97 | 3.29 | 14.64 | 27.70 | -32.55 | -3.02 |
| Sharpe Ratio | NA | 0.64 | 0.99 | 0.86 | 0.94 | NA | NA | … | … | 0.69 | 2.62 | 0.46 | 0.25 | 1.20 | 2.84 | 1.11 | 0.15 | 0.79 | 1.28 | -1.00 | -0.92 |
| Standard Deviation(%) | NA | 12.03 | 10.69 | 11.78 | 14.83 | NA | NA | … | … | 12.04 | 7.20 | 12.06 | 14.53 | 11.93 | 10.75 | 11.76 | 21.12 | 18.31 | 21.64 | 33.51 | 15.49 |
| Draw Down(%) | NA | 9.68 | 10.97 | 12.42 | 19.05 | NA | NA | … | … | 9.68 | 3.77 | 9.62 | 10.44 | 8.14 | 5.56 | 8.29 | 16.34 | 14.27 | 19.05 | 41.00 | 7.39 |
| Yield(%) | 0.00 | 32.39 | 15.26 | 13.09 | 15.05 | 6.37 | 4.78 | … | … | 31.71 | 5.60 | 2.31 | 3.80 | 17.48 | 0.84 | 3.40 | 0.94 | 0.63 | 0.21 | 0.25 | 0.00 |
Data as of 12/28/2018, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOPAX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS A) |
-2.71%
Nov 2007 – Nov 2010 |
2.58%
Nov 2007 – Nov 2012 |
8.24%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOPAX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS A) |
22.55%
Feb 2009 – Feb 2012 |
20.93%
Feb 2009 – Feb 2014 |
13.92%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart