Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVOCX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS C) | NA | 7.41% | 4.46% | 8.64% | 5.14% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 07/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVOCX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS C) | 07/12/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.41 | 4.46 | 8.64 | 5.14 | NA | NA | … | … | 3.86 | 7.14 | -0.88 | 6.77 | 26.38 | 1.28 | -6.16 | 22.89 | 49.61 | -32.51 | 9.57 | 24.14 | 11.82 |
| Sharpe Ratio | NA | 0.47 | 0.28 | 0.61 | 0.25 | NA | NA | … | … | 1.15 | 0.35 | -0.06 | 0.62 | 2.31 | 0.08 | -0.31 | 1.56 | 1.91 | -0.95 | 0.44 | 1.95 | 2.47 |
| Standard Deviation(%) | NA | 14.53 | 15.10 | 13.90 | 19.59 | NA | NA | … | … | 3.54 | 19.86 | 15.53 | 10.87 | 11.39 | 15.78 | 19.78 | 14.61 | 25.89 | 35.26 | 15.06 | 10.73 | 9.71 |
| Draw Down(%) | NA | 9.26 | 16.79 | 16.79 | 53.61 | NA | NA | … | … | 1.51 | 12.02 | 13.39 | 10.71 | 4.91 | 20.22 | 17.14 | 9.58 | 20.99 | 51.50 | 11.93 | 10.46 | 5.31 |
| Yield(%) | 0.00 | 18.09 | 13.07 | 11.15 | 6.77 | 7.32 | 5.49 | … | … | 6.76 | 12.33 | 8.85 | 18.03 | 3.88 | 2.90 | 7.26 | 4.78 | 0.00 | 3.41 | 6.18 | 1.41 | 0.00 |
Data as of 10/31/2017, Common starting date is 07/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVOCX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS C) |
-7.37%
Feb 2006 – Feb 2009 |
0.84%
May 2007 – May 2012 |
5.60%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVOCX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS C) |
27.12%
Feb 2009 – Feb 2012 |
19.37%
Nov 2008 – Nov 2013 |
8.88%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart