Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FJSIX (NUVEEN HIGH INCOME BOND FUND CLASS A) | -2.38% | 5.79% | 5.23% | 6.43% | 3.42% | 4.65% | 5.26% | 5.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FJSIX (NUVEEN HIGH INCOME BOND FUND CLASS A) | 08/03/1998 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/03/1998.
AR inception is since 08/03/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 5.79 | 5.23 | 6.43 | 3.42 | 4.65 | 5.26 | 5.90 | -2.38 | 9.77 | 13.58 | -10.56 | 3.89 | 0.95 | 16.53 | -4.58 | 5.22 | 21.56 | -11.88 | -0.24 | 8.57 | 17.89 | 0.96 | 14.67 | 56.89 | -29.13 | 2.26 | 10.51 | 3.54 | 9.64 | 22.98 | 2.81 | 6.66 | 2.78 | 3.20 | 2.88 |
| Sharpe Ratio | NA | -0.16 | 0.18 | 0.81 | 0.28 | NA | NA | 0.77 | -2.45 | 0.92 | 1.87 | -2.01 | 1.86 | 0.05 | 3.74 | -1.42 | 1.42 | 3.44 | -2.57 | -0.07 | 2.35 | 4.66 | 0.15 | 2.86 | 7.39 | -2.66 | -0.18 | 3.45 | 0.47 | 3.23 | 7.37 | 0.45 | 1.10 | -0.40 | -0.01 | 0.45 |
| Standard Deviation(%) | NA | 3.71 | 4.90 | 4.69 | 6.11 | NA | NA | 5.50 | 4.22 | 3.44 | 5.02 | 5.96 | 2.08 | 13.62 | 4.05 | 4.17 | 3.24 | 6.20 | 4.63 | 3.56 | 3.63 | 3.86 | 6.19 | 5.10 | 7.69 | 11.25 | 4.05 | 2.11 | 2.88 | 2.70 | 3.02 | 3.78 | 3.99 | 3.24 | 3.09 | 8.85 |
| Draw Down(%) | NA | 5.30 | 8.57 | 15.02 | 25.67 | NA | NA | 36.38 | 4.74 | 1.66 | 4.26 | 14.58 | 2.06 | 25.67 | 2.31 | 7.68 | 2.49 | 8.68 | 15.77 | 8.55 | 5.39 | 3.64 | 12.61 | 6.83 | 8.89 | 36.14 | 5.20 | 2.27 | 5.45 | 5.83 | 4.31 | 8.00 | 4.54 | 4.38 | 3.94 | 8.80 |
| Yield(%) | 0.00 | 5.71 | 5.84 | 5.67 | 5.13 | 5.90 | 5.99 | 6.18 | 0.00 | 7.02 | 7.47 | 4.66 | 3.69 | 4.26 | 6.49 | 6.76 | 6.90 | 7.87 | 6.47 | 7.20 | 9.15 | 8.40 | 7.64 | 7.29 | 12.12 | 7.94 | 7.43 | 6.89 | 7.34 | 6.55 | 8.20 | 5.75 | 8.46 | 6.91 | 7.55 | 6.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJSIX (NUVEEN HIGH INCOME BOND FUND CLASS A) |
-8.55%
Nov 2005 - Nov 2008 |
-2.53%
Nov 2003 - Nov 2008 |
2.08%
Nov 1998 - Nov 2008 |
4.13%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJSIX (NUVEEN HIGH INCOME BOND FUND CLASS A) |
23.69%
Feb 2009 - Feb 2012 |
19.49%
Nov 2008 - Nov 2013 |
10.47%
Nov 2008 - Nov 2018 |
8.16%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart