Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAAMX (Nuveen All-American Municipal Bond B) | NA | 7.18% | 4.67% | 5.36% | 4.05% | 4.54% | NA | … | … |
Data as of 11/20/2014, Common starting date is 07/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAAMX (Nuveen All-American Municipal Bond B) | 07/20/1998 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.18 | 4.67 | 5.36 | 4.05 | 4.54 | NA | … | … | 7.35 | -5.44 | 10.42 | 12.19 | 1.90 | 24.60 | -14.55 | 1.24 | 3.88 | 2.77 | 4.91 | 4.30 | 7.45 | 4.41 | 9.10 | -6.06 | 2.61 |
| Sharpe Ratio | NA | 4.16 | 1.55 | 1.70 | 0.36 | NA | NA | … | … | 4.98 | -1.33 | 4.07 | 3.76 | 0.54 | 6.34 | -0.65 | -0.79 | 0.32 | 0.25 | 1.10 | 1.12 | 2.22 | 0.95 | 2.52 | -3.75 | 1.17 |
| Standard Deviation(%) | NA | 1.72 | 3.01 | 3.13 | 8.41 | NA | NA | … | … | 1.66 | 4.12 | 2.57 | 3.23 | 3.36 | 3.86 | 23.77 | 2.28 | 1.84 | 2.39 | 3.61 | 3.22 | 2.86 | 2.23 | 2.01 | 2.47 | 2.33 |
| Draw Down(%) | NA | 0.72 | 10.13 | 10.13 | 19.37 | NA | NA | … | … | 0.72 | 10.13 | 2.17 | 3.40 | 6.76 | 2.71 | 19.37 | 2.47 | 1.30 | 2.52 | 6.01 | 5.46 | 4.01 | 3.26 | 2.77 | 7.12 | 1.86 |
| Yield(%) | 0.00 | 2.11 | 3.20 | 3.75 | 3.58 | 4.03 | 3.08 | … | … | 1.53 | 3.17 | 3.85 | 4.67 | 4.18 | 5.11 | 3.68 | 3.48 | 3.52 | 3.71 | 4.07 | 4.36 | 4.77 | 4.46 | 4.78 | 4.38 | 1.90 |
Data as of 11/20/2014, Common starting date is 07/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAMX (Nuveen All-American Municipal Bond B) |
-3.50%
Dec 2005 – Dec 2008 |
-0.63%
Dec 2003 – Dec 2008 |
1.51%
Dec 1998 – Dec 2008 |
3.60%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAMX (Nuveen All-American Municipal Bond B) |
12.52%
Dec 2008 – Dec 2011 |
8.27%
Dec 2008 – Dec 2013 |
5.16%
Nov 2002 – Nov 2012 |
4.60%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart