Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSBCX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND – CLASS C) | -1.38% | 5.27% | 11.40% | 6.59% | 9.46% | 9.70% | 8.40% | … | … |
Data as of 06/05/2026, Common starting date is 04/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSBCX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND – CLASS C) | 04/24/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 5.27 | 11.40 | 6.59 | 9.46 | 9.70 | 8.40 | … | … | -1.38 | 8.93 | 16.36 | 13.94 | -12.39 | 22.87 | 5.19 | 30.56 | -5.08 | 18.83 | 10.74 | -3.93 | 12.05 | 24.54 | 12.22 | 4.39 | 14.33 | 16.28 | -25.20 | 10.55 | 12.56 |
| Sharpe Ratio | NA | 0.57 | 0.73 | 0.31 | 0.49 | NA | NA | … | … | -0.17 | 0.40 | 1.26 | 0.89 | -0.67 | 1.90 | 0.14 | 2.67 | -0.42 | 2.94 | 0.85 | -0.27 | 1.10 | 2.25 | 1.06 | 0.20 | 0.85 | 0.67 | -0.72 | 0.50 | 1.71 |
| Standard Deviation(%) | NA | 9.86 | 12.20 | 14.34 | 16.45 | NA | NA | … | … | 11.33 | 15.17 | 10.11 | 11.62 | 20.74 | 11.99 | 33.97 | 10.88 | 15.42 | 6.21 | 12.33 | 14.94 | 10.96 | 10.89 | 11.63 | 21.47 | 16.76 | 24.31 | 36.07 | 14.82 | 8.91 |
| Draw Down(%) | NA | 7.92 | 15.01 | 20.31 | 33.74 | NA | NA | … | … | 7.92 | 15.01 | 4.77 | 10.47 | 20.22 | 5.33 | 33.74 | 4.61 | 17.81 | 2.78 | 8.53 | 11.60 | 7.57 | 6.21 | 10.19 | 16.42 | 13.43 | 25.98 | 39.17 | 7.48 | 4.11 |
| Yield(%) | 0.00 | 8.07 | 6.33 | 3.88 | 5.13 | 6.01 | 5.63 | … | … | 0.00 | 8.30 | 6.42 | 2.32 | 0.33 | 0.39 | 0.54 | 9.42 | 5.30 | 4.14 | 0.90 | 4.71 | 4.03 | 1.66 | 1.54 | 1.04 | 1.10 | 1.22 | 0.74 | 1.60 | 1.28 |
Data as of 06/05/2026, Common starting date is 04/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBCX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND – CLASS C) |
-6.94%
Jun 2007 – Jun 2010 |
1.00%
May 2007 – May 2012 |
6.15%
May 2007 – May 2017 |
6.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSBCX (NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND – CLASS C) |
21.71%
Feb 2009 – Feb 2012 |
18.56%
Feb 2009 – Feb 2014 |
13.22%
Feb 2009 – Feb 2019 |
12.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart