Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NCGCX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS C) NA 12.83% 14.11% 11.85% 16.19% NA NA
Data as of 12/28/2018, Common starting date is 12/02/2008
More Performance Analytics Comparison
Name Start Date End Date
NCGCX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS C) 12/02/2008 12/28/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 12.83 14.11 11.85 16.19 NA NA 13.53 28.46 2.50 4.62 11.38 26.54 14.28 1.77 22.71 38.51 6.58
Sharpe Ratio NA 0.85 1.02 0.83 0.94 NA NA 0.91 3.39 0.14 0.29 0.87 2.35 1.03 0.07 1.17 1.54 3.58
Standard Deviation(%) NA 13.49 13.14 13.71 16.99 NA NA 13.50 8.26 16.34 15.92 13.09 11.28 13.94 25.20 19.25 24.90 34.35
Draw Down(%) NA 10.04 12.99 14.36 20.09 NA NA 10.04 2.95 11.45 11.95 8.68 6.28 10.82 20.09 13.23 19.66 4.92
Yield(%) 0.00 30.48 16.86 12.95 16.64 11.49 8.62 30.36 9.05 7.09 4.20 6.62 0.63 0.19 10.81 0.00 0.00 0.00
Data as of 12/28/2018, Common starting date is 12/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NCGCX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS C) 6.10%
Dec 2013 – Dec 2016
8.84%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NCGCX (NUVEEN SYMPHONY LARGE-CAP GROWTH FUND CLASS C) 29.80%
Feb 2009 – Feb 2012
23.34%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return