Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUGRX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS R3) | NA | 21.76% | 8.66% | 9.56% | NA | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 06/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUGRX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS R3) | 06/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.76 | 8.66 | 9.56 | NA | NA | NA | … | … | 11.56 | 3.27 | 25.01 | -12.26 | 19.25 | 5.49 | -0.76 | 4.85 | 19.44 | 11.90 |
| Sharpe Ratio | NA | 1.78 | 0.39 | 0.53 | NA | NA | NA | … | … | 2.08 | 0.10 | 2.41 | -0.99 | 3.24 | 0.38 | -0.06 | 0.47 | 1.84 | 1.98 |
| Standard Deviation(%) | NA | 12.18 | 20.41 | 16.77 | NA | NA | NA | … | … | 9.86 | 31.76 | 9.89 | 13.68 | 5.77 | 13.78 | 14.14 | 10.32 | 10.52 | 11.49 |
| Draw Down(%) | NA | 9.61 | 33.67 | 33.67 | NA | NA | NA | … | … | 3.86 | 33.67 | 5.06 | 20.35 | 1.44 | 10.28 | 13.06 | 8.01 | 8.74 | 6.05 |
| Yield(%) | 0.00 | 1.05 | 2.40 | 4.90 | 4.52 | 3.01 | 2.26 | … | … | 0.30 | 1.42 | 2.94 | 3.82 | 15.62 | 1.25 | 1.46 | 4.20 | 2.78 | 1.39 |
Data as of 08/04/2021, Common starting date is 06/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUGRX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS R3) |
0.87%
Mar 2017 – Mar 2020 |
1.92%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUGRX (NUVEEN SANTA BARBARA GLOBAL DIVIDEND GROWTH FUND CLASS R3) |
11.16%
Sep 2015 – Sep 2018 |
10.09%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart