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
NSL (Nuveen Senior Income Fund) NA 13.24% 13.13% 5.45% 4.19% 6.87% 5.51%
Data as of 07/28/2023, Common starting date is 12/15/1999
More Performance Analytics Comparison
Name Start Date End Date
NSL (Nuveen Senior Income Fund) 12/15/1999 07/28/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 1.10 13.24 13.13 5.45 4.19 6.87 5.51 13.05 -8.12 23.69 -5.70 8.36 -15.51 -1.88 26.52 -5.80 -2.32 4.26 19.38 -0.26 7.41 139.44 -48.79 -9.01 18.74 -12.08 6.67 37.47 2.27 -17.61 22.51 -3.84
Sharpe Ratio NA 0.76 0.93 0.22 0.22 NA NA 1.62 -0.63 2.18 -0.16 0.86 -2.15 -0.30 2.30 -0.61 -0.24 0.34 1.49 -0.02 0.29 4.76 -1.14 -0.70 1.74 -1.35 0.44 2.46 0.05 -1.00 1.11 -1.03
Standard Deviation(%) NA 12.67 12.65 19.41 15.26 NA NA 12.09 15.17 10.87 36.61 8.74 7.85 8.41 11.38 9.52 9.63 12.32 13.10 19.18 25.00 29.28 43.47 17.34 8.90 10.54 13.13 14.98 21.56 20.14 16.62 61.07
Draw Down(%) NA 9.71 18.19 42.85 42.85 NA NA 8.32 18.19 4.80 42.85 6.64 19.46 10.03 8.01 17.38 8.78 12.96 6.93 19.38 19.53 22.48 60.92 21.37 6.35 17.88 11.80 6.97 22.39 28.74 9.38 10.11
Yield(%) 0.00 9.64 8.59 6.78 5.75 7.29 5.92 6.03 7.07 7.14 6.60 7.97 6.69 7.00 7.60 6.32 6.00 6.78 8.41 7.23 6.77 12.68 7.55 8.65 8.48 6.46 5.65 7.17 7.40 8.39 11.11 0.00
Data as of 07/28/2023, Common starting date is 12/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSL (Nuveen Senior Income Fund) -20.28%
Mar 2006 – Mar 2009
-13.29%
Mar 2004 – Mar 2009
1.22%
Mar 2010 – Mar 2020
2.80%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSL (Nuveen Senior Income Fund) 40.51%
Mar 2009 – Mar 2012
26.26%
Mar 2009 – Mar 2014
13.89%
Mar 2009 – Mar 2019
8.07%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return