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NMBAX: NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND - (MUTUAL FUND)
Basic Info 8.86 0.01(0.11%) June 05
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 06/13/1995 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.29% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/13/1995 |
2025 | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 0.7 | 5.4 | 3.7 | 0.9 | 2.0 | 2.8 | 3.1 | 3.0 | 4.7 | 1.7 | 5.5 | -8.1 | 1.8 | 4.3 | 6.6 | 1.4 | 6.1 | -0.6 | 2.9 | 7.3 | -1.8 | 5.8 | 7.7 | 2.6 | 12.8 | -3.8 | 2.7 | 3.9 | 2.9 | 4.8 | 3.4 | 7.0 | 4.8 | 10.4 | -8.1 | 0.8 | 3.2 | -1.6 | 2.7 |
| Sharpe Ratio | NA | -0.28 | 1.15 | 0.11 | -0.47 | 0.11 | NA | NA | 0.42 | 0.43 | -0.61 | 0.55 | -2.46 | 1.2 | 0.55 | 3.04 | -0.01 | 2.64 | -0.34 | 1.48 | 3.86 | -0.63 | 2.98 | 3.68 | 1.13 | 4.74 | -1.03 | -0.25 | 0.3 | 0.32 | 1.22 | 0.93 | 2.82 | 1.47 | 3.16 | -4.3 | -1.06 | -0.13 | -1.02 | 0.29 |
| Draw Down(%) | NA | 2.9 | 2.9 | 4.6 | 12.1 | 12.1 | NA | NA | 12.1 | 4.6 | 2.3 | 4.8 | 12.0 | 1.9 | 11.2 | 1.5 | 1.5 | 1.3 | 6.0 | 2.4 | 1.3 | 6.0 | 1.7 | 1.6 | 3.4 | 2.5 | 8.6 | 1.7 | 1.1 | 1.9 | 4.8 | 4.7 | 2.2 | 2.2 | 2.5 | 8.7 | 2.3 | 3.1 | 6.0 | 2.3 |
| Standard Deviation(%) | NA | 2.8 | 2.4 | 3.5 | 3.4 | 3.6 | NA | NA | 3.0 | 4.2 | 3.1 | 3.4 | 3.9 | 1.5 | 7.3 | 1.7 | 1.6 | 2.1 | 2.6 | 1.9 | 1.9 | 2.9 | 2.0 | 2.1 | 2.2 | 2.7 | 4.7 | 1.8 | 1.6 | 2.0 | 3.1 | 2.8 | 2.1 | 1.6 | 1.9 | 2.7 | 2.5 | 3.3 | 5.1 | 4.1 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.0 | -0.02 | 0.0 | NA | NA | 0.01 | 0.02 | -0.02 | 0.02 | -0.09 | 0.02 | 0.04 | 0.06 | 0.0 | 0.06 | -0.01 | 0.03 | 0.08 | -0.02 | 0.07 | 0.1 | 0.03 | 0.18 | -0.06 | -0.01 | 0.01 | 0.01 | 0.05 | 0.04 | 0.11 | 0.06 | 0.11 | -0.18 | -0.04 | -0.01 | -0.05 | 0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.04 | -0.02 | -0.01 | -0.02 | -0.01 |
| Beta | NA | 0.95 | 0.94 | 1.0 | 1.01 | 1.0 | NA | NA | 0.86 | 1.03 | 1.01 | 0.97 | 1.02 | 0.89 | 1.03 | 0.85 | 0.84 | 0.91 | 0.95 | 0.96 | 0.94 | 0.94 | 0.86 | 0.79 | 0.75 | 0.71 | 0.8 | 0.59 | 0.55 | 0.67 | 0.8 | 0.73 | 0.54 | 0.42 | 0.58 | 0.65 | 0.61 | 0.76 | 1.06 | 0.81 |
| RSquared | NA | 0.92 | 0.86 | 0.9 | 0.9 | 0.91 | NA | NA | 0.73 | 0.94 | 0.87 | 0.87 | 0.92 | 0.73 | 0.96 | 0.7 | 0.73 | 0.84 | 0.87 | 0.85 | 0.78 | 0.92 | 0.82 | 0.81 | 0.79 | 0.7 | 0.77 | 0.55 | 0.53 | 0.63 | 0.82 | 0.59 | 0.58 | 0.43 | 0.43 | 0.32 | 0.36 | 0.32 | 0.58 | 0.46 |
| Yield(%) | N/A | 1.1 | 3.0 | 3.0 | 2.4 | 2.5 | 2.9 | 3.1 | N/A | 3.2 | 2.9 | 2.6 | 2.1 | 2.0 | 2.4 | 2.5 | 2.7 | 2.8 | 2.9 | 2.8 | 3.1 | 3.1 | 3.6 | 3.8 | 3.6 | 4.1 | 3.8 | 4.0 | 3.9 | 4.0 | 5.3 | 5.4 | 5.4 | 5.0 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -65.8 | -3.1 | 25.9 | -2.7 | -24.8 | -17.4 | N/A | N/A | 7.5 | 14.7 | 11.8 | 6.8 | -17.0 | 0.6 | -9.2 | -0.4 | -5.2 | 1.1 | -3.6 | -4.2 | -12.3 | -3.0 | 4.3 | -4.7 | 0.0 | -5.3 | 1.1 | -3.8 | -24.5 | -3.6 | 0.0 | 7.7 | -0.2 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/1995
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See Muni National Interm Asset Class Trend Rankings |
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Best ETFs
- MUB (iShares National Muni Bond ETF) 0.21% (99%)
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- MUNI (PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund) 0.15% (25%)
- VTEB (Vanguard Tax-Exempt Bond ETF) 0.16% (2%)
Best Closed End Funds
- KSM (DWS Strategic Municipal Income Trust) (100%)
- NIM (Nuveen Select Maturities Municipal Fund) 0.54% (99%)
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