Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKYBX (Nuveen KY Municipal Bond B) | NA | 0.00% | 0.91% | 2.42% | 2.61% | 3.74% | NA | … | … |
Data as of 12/16/2014, Common starting date is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKYBX (Nuveen KY Municipal Bond B) | 07/21/1999 | 12/16/2014 |
| 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 | 0.91 | 2.42 | 2.61 | 3.74 | NA | … | … | 0.00 | -4.10 | 6.37 | 8.69 | 1.65 | 13.37 | -6.91 | 1.98 | 3.53 | 3.01 | 3.83 | 5.29 | 7.65 | 4.08 | 9.33 | -4.45 |
| Sharpe Ratio | NA | 0.00 | 0.38 | 0.97 | 0.52 | NA | NA | … | … | 0.00 | -1.25 | 2.90 | 3.35 | 0.59 | 4.19 | -1.18 | -0.45 | 0.12 | 0.35 | 0.86 | 1.46 | 2.46 | 0.92 | 2.81 | -4.64 |
| Standard Deviation(%) | NA | 0.13 | 2.32 | 2.45 | 3.15 | NA | NA | … | … | NA | 3.30 | 2.20 | 2.58 | 2.66 | 3.17 | 6.59 | 2.33 | 1.92 | 2.38 | 3.36 | 3.14 | 2.66 | 1.93 | 1.89 | 2.79 |
| Draw Down(%) | NA | 0.00 | 8.04 | 8.04 | 12.37 | NA | NA | … | … | 0.00 | 7.89 | 1.89 | 2.47 | 5.16 | 2.24 | 12.37 | 2.36 | 1.50 | 2.29 | 5.12 | 4.85 | 3.05 | 2.93 | 2.57 | 4.58 |
| Yield(%) | 0.00 | 0.00 | 1.93 | 2.46 | 2.92 | 3.63 | 2.63 | … | … | 0.00 | 2.16 | 3.26 | 3.32 | 3.09 | 3.68 | 3.92 | 3.47 | 3.55 | 3.67 | 3.83 | 4.44 | 4.43 | 4.30 | 4.64 | 1.82 |
Data as of 12/16/2014, Common starting date is 07/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKYBX (Nuveen KY Municipal Bond B) |
-0.57%
Dec 2005 – Dec 2008 |
1.01%
Dec 2003 – Dec 2008 |
2.64%
Oct 2004 – Oct 2014 |
3.56%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKYBX (Nuveen KY Municipal Bond B) |
7.83%
May 2000 – May 2003 |
6.37%
Jan 2000 – Jan 2005 |
4.52%
May 2000 – May 2010 |
3.70%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart