Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJTAX (Nuveen Tax-Advantaged Total Return Strategy Fund) | NA | 13.52% | 9.90% | 5.40% | 5.70% | -1.77% | NA | … | … |
Data as of 01/07/2022, Common starting date is 03/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJTAX (Nuveen Tax-Advantaged Total Return Strategy Fund) | 03/03/2004 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.52 | 9.90 | 5.40 | 5.70 | -1.77 | NA | … | … | 0.00 | 16.76 | -6.90 | 9.00 | -12.07 | 16.80 | -2.90 | -8.96 | 4.91 | 35.06 | 6.93 | -9.89 | 6.10 | 23.46 | -59.95 | -9.57 | 17.15 | 5.61 | 9.95 |
| Sharpe Ratio | NA | 1.05 | 0.36 | 0.21 | 0.29 | NA | NA | … | … | NA | 2.06 | -0.18 | 0.54 | -0.59 | 2.14 | -0.18 | -0.54 | 0.38 | 2.82 | 0.47 | -0.40 | 0.35 | 0.80 | -1.24 | -0.75 | 1.30 | 0.33 | 1.12 |
| Standard Deviation(%) | NA | 11.76 | 25.36 | 21.16 | 18.28 | NA | NA | … | … | NA | 13.02 | 40.40 | 14.03 | 22.88 | 7.59 | 17.19 | 16.52 | 12.72 | 12.44 | 14.79 | 25.10 | 17.35 | 29.22 | 49.09 | 16.82 | 10.71 | 10.52 | 9.84 |
| Draw Down(%) | NA | 8.28 | 48.82 | 50.56 | 50.56 | NA | NA | … | … | NA | 6.88 | 48.82 | 12.43 | 30.25 | 3.35 | 14.35 | 17.04 | 11.57 | 6.29 | 14.67 | 27.11 | 15.28 | 34.05 | 67.30 | 16.41 | 10.09 | 7.32 | 8.26 |
| Yield(%) | 0.00 | 3.17 | 6.00 | 5.66 | 5.17 | 1.51 | 1.63 | … | … | 0.00 | 3.31 | 6.08 | 8.25 | 7.11 | 4.81 | 0.00 | 0.00 | 7.07 | 7.74 | 1.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 1.90 | 0.00 |
Data as of 01/07/2022, Common starting date is 03/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJTAX (Nuveen Tax-Advantaged Total Return Strategy Fund) |
-31.68%
Feb 2006 – Feb 2009 |
-17.19%
May 2007 – May 2012 |
-5.45%
Nov 2006 – Nov 2016 |
-3.94%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJTAX (Nuveen Tax-Advantaged Total Return Strategy Fund) |
18.92%
Feb 2009 – Feb 2012 |
17.17%
Feb 2009 – Feb 2014 |
8.16%
Feb 2009 – Feb 2019 |
-0.63%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart