Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJHYX (Nuveen High Income 2020 Target Term Fund) | NA | -1.22% | 2.28% | 4.33% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 08/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJHYX (Nuveen High Income 2020 Target Term Fund) | 08/04/2015 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.22 | 2.28 | 4.33 | NA | NA | NA | … | … | -1.42 | 7.90 | 0.97 | 3.44 | 11.68 | -10.92 |
| Sharpe Ratio | NA | -0.39 | 0.48 | 0.95 | NA | NA | NA | … | … | -0.44 | 3.23 | -0.19 | 1.16 | 1.75 | -3.34 |
| Standard Deviation(%) | NA | 3.84 | 2.67 | 3.75 | NA | NA | NA | … | … | 3.91 | 2.00 | 1.88 | 2.43 | 6.52 | 7.32 |
| Draw Down(%) | NA | 7.74 | 7.74 | 9.05 | NA | NA | NA | … | … | 7.74 | 0.76 | 2.09 | 2.11 | 9.05 | 11.94 |
| Yield(%) | 0.00 | 1.23 | 3.41 | 2.76 | 1.23 | 0.82 | 0.61 | … | … | 1.23 | 4.03 | 5.13 | 1.98 | 0.00 | 0.00 |
Data as of 12/17/2020, Common starting date is 08/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJHYX (Nuveen High Income 2020 Target Term Fund) |
1.49%
Mar 2017 – Mar 2020 |
2.63%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJHYX (Nuveen High Income 2020 Target Term Fund) |
8.04%
Feb 2016 – Feb 2019 |
3.27%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart