Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NSGIX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS I) NA 13.61% 15.15% 12.92% 17.31% NA NA
Data as of 12/28/2018, Common starting date is 12/01/2008
More Performance Analytics Comparison
Name Start Date End Date
NSGIX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS I) 12/01/2008 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
Annualized Return (%) 0.00 13.61 15.15 12.92 17.31 NA NA 14.27 29.73 3.63 5.66 12.51 27.81 15.41 2.73 23.86 39.95 10.20
Sharpe Ratio NA 0.91 1.11 0.92 1.01 NA NA 0.96 3.55 0.21 0.35 0.95 2.46 1.11 0.11 1.24 1.61 6.29
Standard Deviation(%) NA 13.49 12.96 13.60 16.93 NA NA 13.50 8.24 15.90 15.90 13.09 11.31 13.94 25.18 19.25 24.81 35.12
Draw Down(%) NA 10.02 12.87 13.85 19.91 NA NA 10.02 2.88 11.33 11.85 8.61 6.16 10.67 19.91 13.03 19.49 4.90
Yield(%) 0.00 28.14 16.09 12.76 17.15 12.24 9.18 27.51 8.92 7.12 4.45 6.54 1.25 1.30 10.43 0.00 0.36 0.00
Data as of 12/28/2018, Common starting date is 12/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSGIX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS I) 7.20%
Dec 2013 – Dec 2016
9.92%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSGIX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS I) 31.06%
Feb 2009 – Feb 2012
24.56%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return