Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOPRX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS I) | NA | 9.29% | 11.56% | 10.80% | 14.48% | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOPRX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS I) | 10/11/2007 | 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 | 9.29 | 11.56 | 10.80 | 14.48 | NA | NA | … | … | 9.81 | 19.73 | 6.08 | 3.98 | 14.59 | 30.87 | 13.19 | 3.55 | 15.02 | 27.88 | -32.36 | -4.11 |
| Sharpe Ratio | NA | 0.66 | 1.01 | 0.88 | 0.96 | NA | NA | … | … | 0.71 | 2.65 | 0.48 | 0.27 | 1.22 | 2.87 | 1.13 | 0.17 | 0.82 | 1.28 | -0.99 | -1.23 |
| Standard Deviation(%) | NA | 12.04 | 10.70 | 11.79 | 14.85 | NA | NA | … | … | 12.05 | 7.24 | 12.06 | 14.54 | 11.93 | 10.76 | 11.76 | 21.16 | 18.30 | 21.70 | 33.51 | 16.09 |
| Draw Down(%) | NA | 9.67 | 10.96 | 12.28 | 19.05 | NA | NA | … | … | 9.67 | 3.76 | 9.61 | 10.39 | 8.13 | 5.51 | 8.24 | 16.32 | 14.21 | 19.05 | 40.93 | 7.38 |
| Yield(%) | 0.00 | 32.78 | 15.54 | 13.38 | 15.50 | 6.50 | 4.87 | … | … | 31.85 | 5.87 | 2.56 | 4.05 | 17.74 | 1.12 | 3.68 | 1.19 | 0.89 | 0.47 | 0.47 | 0.00 |
Data as of 12/28/2018, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOPRX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS I) |
-2.48%
Nov 2007 – Nov 2010 |
2.83%
Nov 2007 – Nov 2012 |
8.50%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOPRX (NUVEEN SYMPHONY LOW VOLATILITY EQUITY FUND CLASS I) |
22.84%
Feb 2009 – Feb 2012 |
21.23%
Feb 2009 – Feb 2014 |
14.20%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart