Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBNCX (Nuveen NC Municipal Bond B) | NA | 0.00% | 1.58% | 2.67% | 2.78% | 3.84% | NA | … | … |
Data as of 11/20/2014, Common starting date is 06/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBNCX (Nuveen NC Municipal Bond B) | 06/24/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.58 | 2.67 | 2.78 | 3.84 | NA | … | … | 0.00 | -4.24 | 7.45 | 8.83 | 1.04 | 14.28 | -6.04 | 0.99 | 3.65 | 2.62 | 3.35 | 4.67 | 8.53 | 3.66 | 12.45 | -4.08 |
| Sharpe Ratio | NA | 0.00 | 0.64 | 0.98 | 0.47 | NA | NA | … | … | 0.00 | -1.20 | 3.42 | 3.05 | 0.31 | 4.09 | -0.77 | -0.79 | 0.19 | 0.19 | 0.73 | 1.17 | 2.29 | 0.52 | 3.31 | -3.15 |
| Standard Deviation(%) | NA | 0.10 | 2.46 | 2.69 | 3.84 | NA | NA | … | … | NA | 3.57 | 2.18 | 2.88 | 3.12 | 3.47 | 8.96 | 2.60 | 1.87 | 2.34 | 3.31 | 3.40 | 3.25 | 2.60 | 2.54 | 3.48 |
| Draw Down(%) | NA | 0.00 | 8.76 | 8.76 | 14.25 | NA | NA | … | … | 0.00 | 8.47 | 2.01 | 3.04 | 6.31 | 2.56 | 14.25 | 3.62 | 1.41 | 2.41 | 5.39 | 5.54 | 3.61 | 3.58 | 3.46 | 5.97 |
| Yield(%) | 0.00 | 0.00 | 1.95 | 2.41 | 2.81 | 3.46 | 2.57 | … | … | 0.00 | 2.05 | 3.11 | 3.09 | 3.03 | 3.57 | 3.16 | 3.22 | 3.19 | 3.89 | 3.55 | 3.64 | 4.12 | 4.11 | 4.55 | 2.38 |
Data as of 11/20/2014, Common starting date is 06/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBNCX (Nuveen NC Municipal Bond B) |
-0.64%
Nov 2005 – Nov 2008 |
0.77%
Nov 2003 – Nov 2008 |
2.74%
Oct 2004 – Oct 2014 |
3.61%
Jul 1999 – Jul 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBNCX (Nuveen NC Municipal Bond B) |
8.93%
May 2000 – May 2003 |
6.86%
Jan 2000 – Jan 2005 |
4.79%
Jan 2000 – Jan 2010 |
3.92%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart