Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCNRX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS I) | 1.65% | 7.72% | 3.43% | 0.07% | 1.56% | 2.83% | 3.16% | … | … |
Data as of 06/09/2026, Common starting date is 02/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCNRX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS I) | 02/13/1997 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.72 | 3.43 | 0.07 | 1.56 | 2.83 | 3.16 | … | … | 1.65 | 3.64 | 1.28 | 5.57 | -10.65 | 1.17 | 5.01 | 7.13 | 0.12 | 5.04 | 0.27 | 3.14 | 10.37 | -3.56 | 8.46 | 10.27 | 1.82 | 15.24 | -5.13 | 2.01 | 4.60 | 3.62 | 4.31 | 4.82 | 5.65 | 2.47 | 11.57 | -5.59 | 4.78 | 7.85 |
| Sharpe Ratio | NA | 1.60 | 0.03 | -0.55 | -0.01 | NA | NA | … | … | 0.40 | 0.14 | -0.65 | 0.45 | -2.45 | 0.58 | 0.56 | 2.72 | -0.63 | 1.82 | 0.02 | 1.42 | 5.16 | -0.96 | 3.75 | 3.46 | 0.54 | 4.29 | -0.68 | -0.43 | 0.61 | 0.57 | 1.01 | 1.21 | 1.33 | 0.00 | 2.70 | -3.20 | 0.52 | 2.01 |
| Standard Deviation(%) | NA | 3.03 | 4.49 | 4.33 | 4.36 | NA | NA | … | … | 3.50 | 5.57 | 3.58 | 4.32 | 4.95 | 1.97 | 8.52 | 2.08 | 1.99 | 2.42 | 3.00 | 2.19 | 2.00 | 3.74 | 2.26 | 2.96 | 3.22 | 3.53 | 8.97 | 2.63 | 1.93 | 2.40 | 3.31 | 3.40 | 3.39 | 2.78 | 2.72 | 2.80 | 2.53 | 2.63 |
| Draw Down(%) | NA | 3.42 | 6.55 | 16.37 | 16.37 | NA | NA | … | … | 3.42 | 5.99 | 2.64 | 6.83 | 15.54 | 2.76 | 11.75 | 1.86 | 2.65 | 1.63 | 6.31 | 2.32 | 1.23 | 8.15 | 2.01 | 3.04 | 6.20 | 2.50 | 13.62 | 3.09 | 1.25 | 2.24 | 5.16 | 5.49 | 3.91 | 3.88 | 3.44 | 7.28 | 1.80 | 2.31 |
| Yield(%) | 0.00 | 3.49 | 3.10 | 2.39 | 2.52 | 3.10 | 3.33 | … | … | 1.44 | 3.22 | 2.92 | 2.73 | 2.02 | 1.77 | 2.36 | 2.48 | 2.91 | 3.12 | 3.12 | 3.26 | 3.73 | 3.62 | 4.09 | 4.34 | 3.81 | 4.48 | 4.06 | 4.13 | 4.10 | 4.85 | 4.47 | 3.79 | 1.27 | 2.94 | 3.70 | 4.83 | 5.13 | 4.89 |
Data as of 06/09/2026, Common starting date is 02/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNRX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS I) |
-3.55%
Oct 2020 – Oct 2023 |
-0.80%
Jul 2020 – Jul 2025 |
1.16%
Oct 2012 – Oct 2022 |
2.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCNRX (NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND NUVEEN NORTH CAROLINA MUNICIPAL BOND FUND – CLASS I) |
8.97%
Dec 2008 – Dec 2011 |
7.11%
Feb 2008 – Feb 2013 |
5.25%
Nov 2002 – Nov 2012 |
5.14%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart