Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJSDX (Nuveen Short Duration Credit Opportunities Fund) | NA | 7.23% | 5.20% | 1.62% | 1.38% | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJSDX (Nuveen Short Duration Credit Opportunities Fund) | 06/08/2011 | 11/06/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 7.23 | 5.20 | 1.62 | 1.38 | NA | NA | … | … | 0.68 | -11.42 | 11.02 | -4.12 | 10.41 | -1.13 | -0.85 | 8.29 | -9.81 | 1.68 | 4.39 | 4.84 | -0.71 |
| Sharpe Ratio | NA | -1.05 | -0.01 | -0.19 | -0.08 | NA | NA | … | … | -0.88 | -1.89 | 4.05 | -0.23 | 2.41 | -0.81 | -0.60 | 2.27 | -3.19 | 0.72 | 2.19 | 1.72 | -0.23 |
| Standard Deviation(%) | NA | 4.11 | 4.98 | 9.49 | 6.99 | NA | NA | … | … | 4.09 | 6.81 | 2.71 | 18.99 | 3.73 | 3.00 | 2.49 | 3.57 | 3.09 | 2.31 | 1.99 | 2.80 | 5.49 |
| Draw Down(%) | NA | 5.56 | 14.07 | 35.59 | 35.59 | NA | NA | … | … | 5.56 | 12.42 | 1.77 | 35.59 | 2.38 | 8.54 | 4.01 | 4.59 | 12.85 | 3.66 | 2.38 | 2.45 | 7.89 |
| Yield(%) | 0.00 | 7.41 | 7.20 | 6.02 | 4.34 | 3.20 | 2.40 | … | … | 5.82 | 7.29 | 6.78 | 5.73 | 7.47 | 7.08 | 1.95 | 0.00 | 0.52 | 6.54 | 4.72 | 0.00 | 0.60 |
Data as of 11/06/2023, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJSDX (Nuveen Short Duration Credit Opportunities Fund) |
-6.04%
Mar 2017 – Mar 2020 |
-4.47%
Mar 2015 – Mar 2020 |
0.77%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJSDX (Nuveen Short Duration Credit Opportunities Fund) |
9.68%
Mar 2020 – Mar 2023 |
3.86%
Feb 2016 – Feb 2021 |
2.72%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart