Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUIRX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS R3) | NA | 18.99% | 5.39% | 6.10% | NA | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUIRX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS R3) | 02/04/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.99 | 5.39 | 6.10 | NA | NA | NA | … | … | 11.31 | -2.41 | 19.93 | -12.58 | 19.63 | -0.75 | 1.44 | -9.87 | 12.31 |
| Sharpe Ratio | NA | 1.59 | 0.24 | 0.35 | NA | NA | NA | … | … | 2.04 | -0.09 | 1.95 | -1.18 | 2.74 | -0.06 | 0.09 | -0.88 | 1.13 |
| Standard Deviation(%) | NA | 11.94 | 18.60 | 15.53 | NA | NA | NA | … | … | 9.79 | 28.71 | 9.57 | 11.81 | 6.97 | 16.68 | 15.40 | 11.21 | 12.04 |
| Draw Down(%) | NA | 9.59 | 34.82 | 34.82 | NA | NA | NA | … | … | 4.61 | 34.82 | 7.33 | 18.35 | 2.39 | 10.92 | 13.91 | 13.91 | 8.54 |
| Yield(%) | 0.00 | 1.16 | 1.92 | 2.26 | 1.48 | 0.99 | 0.74 | … | … | 0.28 | 1.46 | 3.65 | 2.46 | 2.47 | 1.99 | 1.78 | 0.24 | 0.00 |
Data as of 08/04/2021, Common starting date is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUIRX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS R3) |
-3.98%
Nov 2013 – Nov 2016 |
-1.37%
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 |
|---|---|---|---|---|
| NUIRX (NUVEEN SANTA BARBARA INTERNATIONAL DIVIDEND GROWTH FUND CLASS R3) |
8.16%
Dec 2016 – Dec 2019 |
6.44%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart