Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVORX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS I) | NA | 7.92% | 5.33% | 9.61% | 6.14% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 07/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVORX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS I) | 07/11/2005 | 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 | 7.92 | 5.33 | 9.61 | 6.14 | NA | NA | … | … | 4.09 | 8.33 | 0.24 | 7.67 | 27.67 | 2.24 | -5.14 | 24.14 | 51.14 | -31.86 | 10.63 | 25.37 | 12.00 |
| Sharpe Ratio | NA | 0.53 | 0.34 | 0.69 | 0.30 | NA | NA | … | … | 1.23 | 0.42 | 0.01 | 0.70 | 2.42 | 0.14 | -0.26 | 1.65 | 1.97 | -0.93 | 0.51 | 2.07 | 2.52 |
| Standard Deviation(%) | NA | 13.84 | 14.88 | 13.74 | 19.53 | NA | NA | … | … | 3.53 | 19.44 | 15.53 | 10.87 | 11.41 | 15.79 | 19.79 | 14.58 | 25.89 | 35.28 | 15.05 | 10.72 | 9.58 |
| Draw Down(%) | NA | 8.74 | 16.17 | 16.17 | 53.16 | NA | NA | … | … | 1.48 | 11.92 | 13.15 | 10.45 | 4.85 | 19.89 | 16.78 | 9.37 | 20.82 | 51.10 | 11.85 | 10.40 | 5.23 |
| Yield(%) | 0.00 | 18.59 | 13.55 | 11.92 | 7.49 | 8.26 | 6.20 | … | … | 6.77 | 12.98 | 9.47 | 18.59 | 4.90 | 3.88 | 8.11 | 5.75 | 0.00 | 3.75 | 7.23 | 2.51 | 0.00 |
Data as of 10/31/2017, Common starting date is 07/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVORX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS I) |
-6.46%
Feb 2006 – Feb 2009 |
1.86%
May 2007 – May 2012 |
6.61%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVORX (NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND – CLASS I) |
28.45%
Feb 2009 – Feb 2012 |
20.58%
Nov 2008 – Nov 2013 |
9.90%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart