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NCHAX: NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND - (MUTUAL FUND)
Basic Info 7.89 0.02(0.25%) June 05
| Asset Class: | Muni California Long |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 04/18/2006 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.62% |
| Expenses | 0.77% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.0 | 9.3 | 4.1 | -1.5 | 1.6 | 4.5 | 3.4 | 3.5 | 3.2 | 5.0 | 4.4 | -20.9 | 4.8 | 5.8 | 11.3 | -0.5 | 10.0 | -0.8 | 5.4 | 21.1 | -5.4 | 20.1 | 15.2 | 2.2 | 41.2 | -31.4 | -7.0 | 5.5 |
| Sharpe Ratio | NA | 0.47 | 1.64 | 0.24 | -0.58 | -0.01 | NA | NA | 0.34 | 0.04 | 0.27 | 0.1 | -2.42 | 1.89 | 0.33 | 3.91 | -0.74 | 2.93 | -0.23 | 2.02 | 7.94 | -0.93 | 7.0 | 3.17 | 0.37 | 7.09 | -2.42 | -1.99 | 2.01 |
| Draw Down(%) | NA | 3.6 | 3.6 | 11.8 | 28.7 | 28.7 | NA | NA | 39.8 | 8.7 | 3.6 | 15.1 | 28.1 | 3.1 | 22.3 | 1.9 | 2.9 | 1.7 | 9.9 | 2.9 | 0.9 | 13.3 | 2.1 | 5.2 | 11.1 | 5.0 | 34.8 | 9.7 | 1.5 |
| Standard Deviation(%) | NA | 4.6 | 4.2 | 6.7 | 7.0 | 7.5 | NA | NA | 6.8 | 7.9 | 5.0 | 7.7 | 9.3 | 2.6 | 16.5 | 2.5 | 2.6 | 3.2 | 4.2 | 2.7 | 2.7 | 5.9 | 2.9 | 4.8 | 5.9 | 5.8 | 13.4 | 5.1 | 2.2 |
| Treynor Ratio | NA | 0.02 | 0.06 | 0.01 | -0.03 | 0.0 | NA | NA | 0.02 | 0.0 | 0.01 | 0.01 | -0.13 | 0.04 | 0.03 | 0.09 | -0.02 | 0.09 | -0.01 | 0.06 | 0.2 | -0.04 | 0.19 | 0.1 | 0.01 | 0.36 | -0.23 | -0.08 | 0.08 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | 0.01 | -0.02 | -0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | -0.01 | 0.04 | -0.01 | 0.0 | 0.08 | -0.11 | -0.03 | 0.01 |
| Beta | NA | 1.22 | 1.23 | 1.37 | 1.47 | 1.57 | NA | NA | 1.47 | 1.41 | 1.26 | 1.5 | 1.67 | 1.27 | 1.85 | 1.04 | 1.08 | 1.07 | 1.19 | 0.96 | 1.08 | 1.44 | 1.05 | 1.45 | 1.54 | 1.13 | 1.43 | 1.3 | 0.57 |
| RSquared | NA | 0.92 | 0.85 | 0.9 | 0.9 | 0.91 | NA | NA | 0.8 | 0.95 | 0.91 | 0.85 | 0.94 | 0.8 | 0.96 | 0.8 | 0.8 | 0.83 | 0.87 | 0.78 | 0.78 | 0.92 | 0.79 | 0.77 | 0.83 | 0.59 | 0.61 | 0.57 | 0.47 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 4.1 | 4.2 | 3.8 | 3.5 | 3.7 | 3.6 | 3.7 | 4.0 | 4.0 | 4.0 | 5.2 | 4.7 | 6.3 | 6.8 | 5.8 | 8.3 | 5.0 | 4.4 | 3.0 |
| Dividend Growth(%) | N/A | -66.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | -2.2 | -15.0 | 8.6 | -3.6 | 10.4 | -7.5 | -1.5 | -4.7 | 2.3 | -10.3 | -1.2 | -14.6 | -0.4 | 12.6 | -8.3 | 7.9 | 0.0 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/12/2006
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