Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJDDX (Nuveen Diversified Dividend and Income Fund) | NA | 15.98% | 7.58% | 3.51% | 4.17% | -0.69% | NA | … | … |
Data as of 01/07/2022, Common starting date is 12/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJDDX (Nuveen Diversified Dividend and Income Fund) | 12/08/2003 | 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.98 | 7.58 | 3.51 | 4.17 | -0.69 | NA | … | … | 0.00 | 13.86 | -8.72 | 9.82 | -10.24 | 9.73 | 0.16 | -7.60 | 13.96 | 9.55 | 6.88 | -5.06 | 10.06 | 34.10 | -48.35 | -16.74 | 15.05 | 2.71 | 11.37 | 2.79 |
| Sharpe Ratio | NA | 1.70 | 0.34 | 0.15 | 0.27 | NA | NA | … | … | NA | 2.28 | -0.27 | 0.85 | -0.73 | 1.64 | 0.00 | -0.62 | 1.68 | 0.91 | 0.65 | -0.26 | 0.65 | 1.20 | -1.26 | -1.30 | 1.34 | 0.06 | 1.15 | 11.37 |
| Standard Deviation(%) | NA | 8.93 | 20.17 | 16.53 | 13.99 | NA | NA | … | … | NA | 9.68 | 32.67 | 9.84 | 15.81 | 5.57 | 12.40 | 12.22 | 8.32 | 10.41 | 10.53 | 19.58 | 15.27 | 28.43 | 38.89 | 15.26 | 8.82 | 8.74 | 9.08 | 4.71 |
| Draw Down(%) | NA | 6.49 | 42.63 | 42.63 | 42.63 | NA | NA | … | … | NA | 4.33 | 42.63 | 6.21 | 20.97 | 3.05 | 10.38 | 14.63 | 5.98 | 11.97 | 8.53 | 21.48 | 12.73 | 24.53 | 56.75 | 19.81 | 6.07 | 7.03 | 11.62 | 0.48 |
| Yield(%) | 0.00 | 2.47 | 4.32 | 4.84 | 4.23 | 1.69 | 1.83 | … | … | 0.00 | 2.50 | 4.94 | 5.24 | 5.22 | 8.24 | 0.00 | 0.00 | 8.06 | 5.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.69 | 2.49 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 12/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJDDX (Nuveen Diversified Dividend and Income Fund) |
-26.54%
Feb 2006 – Feb 2009 |
-14.53%
Feb 2004 – Feb 2009 |
-3.16%
Nov 2006 – Nov 2016 |
-2.16%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJDDX (Nuveen Diversified Dividend and Income Fund) |
21.21%
Feb 2009 – Feb 2012 |
15.36%
Feb 2009 – Feb 2014 |
8.13%
Feb 2009 – Feb 2019 |
0.55%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart