Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNSLX (Nuveen Senior Income Fd) | NA | 8.03% | 5.65% | 1.86% | 1.69% | 4.77% | 1.17% | … | … |
Data as of 10/16/2023, Common starting date is 12/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNSLX (Nuveen Senior Income Fd) | 12/16/1999 | 10/16/2023 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.03 | 5.65 | 1.86 | 1.69 | 4.77 | 1.17 | … | … | 0.76 | -10.86 | 10.77 | -3.53 | 11.70 | -1.67 | -0.13 | 8.04 | -9.95 | 1.63 | 10.98 | 0.07 | 4.57 | 8.38 | 98.63 | -56.07 | -7.93 | 0.48 | 0.67 | 5.04 | 13.85 | -3.51 | -15.52 | -6.09 | -0.42 |
| Sharpe Ratio | NA | -0.83 | 0.11 | -0.16 | -0.03 | NA | NA | … | … | -0.76 | -1.83 | 3.73 | -0.20 | 2.40 | -1.01 | -0.30 | 2.08 | -2.97 | 0.61 | 6.84 | 0.00 | 0.48 | 2.16 | 10.06 | -4.05 | -2.97 | -1.22 | -0.64 | 1.62 | 4.90 | -1.10 | -3.68 | -2.75 | -5.77 |
| Standard Deviation(%) | NA | 4.32 | 5.05 | 9.50 | 7.03 | NA | NA | … | … | 4.33 | 6.73 | 2.88 | 18.89 | 4.29 | 2.96 | 2.50 | 3.77 | 3.37 | 2.65 | 1.60 | 8.14 | 9.48 | 3.84 | 9.80 | 14.04 | 3.69 | 2.29 | 2.35 | 2.53 | 2.69 | 4.19 | 4.92 | 3.71 | 2.38 |
| Draw Down(%) | NA | 5.30 | 13.29 | 34.80 | 34.80 | NA | NA | … | … | 5.30 | 11.79 | 1.62 | 34.80 | 2.55 | 8.33 | 3.24 | 4.79 | 13.26 | 4.31 | 1.46 | 7.15 | 11.78 | 5.75 | 9.71 | 57.42 | 9.43 | 1.78 | 2.44 | 1.07 | 0.82 | 11.13 | 15.95 | 7.66 | 0.52 |
| Yield(%) | 0.00 | 7.40 | 7.26 | 6.02 | 4.23 | 5.31 | 2.59 | … | … | 5.76 | 7.26 | 6.80 | 6.07 | 7.14 | 6.41 | 2.29 | 0.00 | 0.48 | 5.64 | 6.89 | 0.37 | 1.76 | 0.61 | 3.10 | 1.03 | 0.00 | 0.00 | 2.32 | 0.00 | 0.00 | 0.00 | 1.72 | 0.00 | 0.00 |
Data as of 10/16/2023, Common starting date is 12/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNSLX (Nuveen Senior Income Fd) |
-25.93%
Dec 2005 – Dec 2008 |
-15.54%
Dec 2003 – Dec 2008 |
-2.79%
Feb 2000 – Feb 2010 |
-1.10%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNSLX (Nuveen Senior Income Fd) |
31.06%
Dec 2008 – Dec 2011 |
20.11%
Dec 2008 – Dec 2013 |
9.27%
Dec 2008 – Dec 2018 |
2.93%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart