Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOPCX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS C) | NA | 8.57% | 10.58% | 9.78% | 13.37% | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOPCX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS C) | 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 | 8.57 | 10.58 | 9.78 | 13.37 | NA | NA | … | … | 9.10 | 18.51 | 5.06 | 2.94 | 13.47 | 29.57 | 12.04 | 2.51 | 13.88 | 26.68 | -33.06 | -3.22 |
| Sharpe Ratio | NA | 0.60 | 0.92 | 0.79 | 0.88 | NA | NA | … | … | 0.65 | 2.49 | 0.40 | 0.20 | 1.12 | 2.75 | 1.03 | 0.12 | 0.75 | 1.23 | -1.01 | -0.97 |
| Standard Deviation(%) | NA | 12.04 | 10.72 | 11.80 | 14.84 | NA | NA | … | … | 12.06 | 7.21 | 12.12 | 14.52 | 11.96 | 10.74 | 11.75 | 21.11 | 18.31 | 21.68 | 33.52 | 15.47 |
| Draw Down(%) | NA | 9.69 | 11.07 | 12.79 | 19.18 | NA | NA | … | … | 9.69 | 3.85 | 9.71 | 10.48 | 8.20 | 5.62 | 8.38 | 16.50 | 14.37 | 19.18 | 41.33 | 7.48 |
| Yield(%) | 0.00 | 32.28 | 14.88 | 12.66 | 14.04 | 5.89 | 4.41 | … | … | 32.31 | 4.94 | 1.57 | 3.28 | 17.04 | 0.70 | 2.62 | 0.17 | 0.00 | 0.00 | 0.07 | 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 |
|---|---|---|---|---|
| NOPCX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS C) |
-3.43%
Nov 2007 – Nov 2010 |
1.81%
Nov 2007 – Nov 2012 |
7.43%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOPCX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS C) |
21.62%
Feb 2009 – Feb 2012 |
20.02%
Feb 2009 – Feb 2014 |
13.09%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart