Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSGBX (Nuveen Strategy Aggressive Gr Allc B) | NA | 8.67% | 14.69% | 9.89% | 6.03% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 10/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSGBX (Nuveen Strategy Aggressive Gr Allc B) | 10/03/2001 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.67 | 14.69 | 9.89 | 6.03 | NA | NA | … | … | 4.94 | 22.94 | 12.85 | -5.12 | 12.55 | 28.80 | -35.89 | 9.75 | 13.55 | 7.97 | 11.45 | 28.33 | -19.77 | 8.38 |
| Sharpe Ratio | NA | 1.16 | 1.25 | 0.63 | 0.21 | NA | NA | … | … | 0.75 | 2.07 | 1.09 | -0.22 | 0.66 | 0.61 | -1.01 | 0.46 | 0.96 | 0.61 | 0.98 | 2.12 | -1.05 | 2.40 |
| Standard Deviation(%) | NA | 7.46 | 11.11 | 15.68 | 23.74 | NA | NA | … | … | 7.40 | 11.06 | 11.82 | 23.01 | 18.95 | 46.78 | 36.43 | 14.63 | 10.73 | 9.54 | 10.70 | 13.04 | 19.79 | 15.89 |
| Draw Down(%) | NA | 5.58 | 11.34 | 21.96 | 51.50 | NA | NA | … | … | 5.58 | 9.01 | 11.34 | 21.96 | 15.07 | 24.53 | 47.27 | 10.07 | 10.61 | 6.23 | 9.69 | 12.34 | 29.55 | 4.70 |
| Yield(%) | 0.00 | 3.44 | 2.12 | 1.63 | 1.68 | 1.54 | 1.16 | … | … | 0.00 | 4.00 | 1.59 | 0.00 | 0.92 | 0.67 | 1.11 | 1.92 | 1.90 | 1.27 | 1.15 | 0.71 | 0.24 | 2.85 |
Data as of 11/20/2014, Common starting date is 10/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGBX (Nuveen Strategy Aggressive Gr Allc B) |
-13.52%
Feb 2006 – Feb 2009 |
-4.79%
Feb 2004 – Feb 2009 |
3.13%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGBX (Nuveen Strategy Aggressive Gr Allc B) |
21.69%
Feb 2009 – Feb 2012 |
18.11%
Feb 2009 – Feb 2014 |
7.95%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart