Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCNCX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS C2) | NA | 1.70% | 4.01% | 2.06% | 3.17% | 3.37% | 3.57% | … | … |
Data as of 08/04/2021, Common starting date is 10/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCNCX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS C2) | 10/28/1993 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.70 | 4.01 | 2.06 | 3.17 | 3.37 | 3.57 | … | … | 0.68 | 4.16 | 6.42 | -0.65 | 4.25 | -0.48 | 2.42 | 9.50 | -4.18 | 7.68 | 9.32 | 1.09 | 14.45 | -5.93 | 1.32 | 3.89 | 2.86 | 3.49 | 4.76 | 8.63 | 3.80 | 12.64 | -6.25 | 5.02 | 8.26 | 2.42 | 14.83 | -6.19 | 0.95 |
| Sharpe Ratio | NA | 0.87 | 0.63 | 0.30 | 0.78 | NA | NA | … | … | 0.55 | 0.46 | 2.52 | -1.04 | 1.52 | -0.23 | 1.17 | 4.87 | -1.17 | 3.42 | 3.25 | 0.32 | 4.09 | -0.76 | -0.66 | 0.32 | 0.29 | 0.77 | 1.21 | 2.33 | 0.57 | 3.46 | -3.36 | 0.74 | 1.62 | -0.19 | 1.49 | -1.46 | 0.21 |
| Standard Deviation(%) | NA | 1.89 | 5.19 | 4.34 | 3.56 | NA | NA | … | … | 2.09 | 8.52 | 1.99 | 1.91 | 2.39 | 2.93 | 2.04 | 1.95 | 3.61 | 2.24 | 2.85 | 3.12 | 3.51 | 8.94 | 2.58 | 1.88 | 2.35 | 3.32 | 3.37 | 3.23 | 2.64 | 2.49 | 2.82 | 2.31 | 2.90 | 5.59 | 7.36 | 6.25 | 16.35 |
| Draw Down(%) | NA | 2.78 | 11.80 | 11.80 | 11.80 | NA | NA | … | … | 2.78 | 11.80 | 1.77 | 3.24 | 1.64 | 6.54 | 2.57 | 1.30 | 8.32 | 2.02 | 3.05 | 6.27 | 2.56 | 14.12 | 3.52 | 1.25 | 2.37 | 5.29 | 5.65 | 3.52 | 3.58 | 3.51 | 7.61 | 1.77 | 2.42 | 5.29 | 4.42 | 11.64 | 5.17 |
| Yield(%) | 0.00 | 1.16 | 1.64 | 1.80 | 2.46 | 2.77 | 3.09 | … | … | 0.52 | 1.60 | 1.78 | 2.16 | 2.35 | 2.38 | 2.55 | 2.97 | 2.93 | 3.32 | 3.53 | 3.08 | 3.71 | 3.37 | 3.46 | 3.43 | 4.12 | 3.69 | 3.73 | 4.11 | 4.24 | 4.80 | 4.16 | 5.27 | 4.73 | 4.58 | 5.27 | 4.75 | 1.22 |
Data as of 08/04/2021, Common starting date is 10/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS C2) |
-0.38%
Nov 2005 – Nov 2008 |
1.00%
Nov 2003 – Nov 2008 |
2.67%
Nov 1998 – Nov 2008 |
3.07%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNCX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS C2) |
9.06%
May 2000 – May 2003 |
7.02%
Jan 2000 – Jan 2005 |
5.76%
Nov 1994 – Nov 2004 |
4.93%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart