Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSTX (Nuveen Preferred Securities Fund Class R) | NA | 11.50% | 6.78% | 5.68% | 6.74% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 10/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSTX (Nuveen Preferred Securities Fund Class R) | 10/29/2009 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.50 | 6.78 | 5.68 | 6.74 | NA | NA | … | … | 3.61 | 4.99 | 17.05 | -6.22 | 10.65 | 4.30 | 4.19 | 8.51 | 4.16 | 24.67 | -0.96 | 14.54 | 4.37 |
| Sharpe Ratio | NA | 4.20 | 0.64 | 0.66 | 0.98 | NA | NA | … | … | 3.01 | 0.30 | 6.18 | -2.60 | 4.49 | 0.93 | 1.72 | 3.74 | 1.27 | 3.94 | -0.12 | 2.34 | 6.72 |
| Standard Deviation(%) | NA | 2.73 | 9.38 | 7.46 | 6.44 | NA | NA | … | … | 2.06 | 15.81 | 2.52 | 2.94 | 2.23 | 4.40 | 2.42 | 2.27 | 3.24 | 6.30 | 8.18 | 6.17 | 4.23 |
| Draw Down(%) | NA | 1.93 | 26.46 | 26.46 | 26.46 | NA | NA | … | … | 1.23 | 26.46 | 0.94 | 7.04 | 1.12 | 5.61 | 1.80 | 1.47 | 5.26 | 3.60 | 11.89 | 7.21 | 1.50 |
| Yield(%) | 0.00 | 4.09 | 4.68 | 4.72 | 5.95 | 5.24 | 3.93 | … | … | 1.99 | 4.54 | 5.43 | 4.86 | 5.27 | 4.84 | 5.60 | 6.15 | 7.64 | 7.82 | 8.75 | 6.23 | 1.85 |
Data as of 08/04/2021, Common starting date is 10/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSTX (Nuveen Preferred Securities Fund Class R) |
-0.44%
Mar 2017 – Mar 2020 |
1.72%
Mar 2015 – Mar 2020 |
5.37%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSTX (Nuveen Preferred Securities Fund Class R) |
13.85%
May 2010 – May 2013 |
10.88%
Nov 2009 – Nov 2014 |
8.10%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart