Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOBX (Nuveen FL Preference Municipal Bond B) | NA | 10.37% | 7.70% | 3.72% | 3.62% | NA | NA | … | … |
Data as of 06/01/2012, Common starting date is 01/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOBX (Nuveen FL Preference Municipal Bond B) | 01/26/1999 | 06/01/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.37 | 7.70 | 3.72 | 3.62 | NA | NA | … | … | 4.03 | 9.74 | 1.57 | 19.39 | -13.67 | 0.47 | 3.81 | 2.99 | 3.99 | 3.39 | 6.13 | 2.76 | 8.70 | -4.78 |
| Sharpe Ratio | NA | 4.30 | 2.73 | 0.70 | 0.66 | NA | NA | … | … | 4.56 | 3.48 | 0.48 | 5.18 | -1.88 | -1.03 | 0.27 | 0.34 | 0.96 | 0.89 | 1.77 | 0.21 | 2.47 | -3.64 |
| Standard Deviation(%) | NA | 2.41 | 2.80 | 4.50 | 3.73 | NA | NA | … | … | 2.17 | 2.79 | 3.07 | 3.73 | 7.75 | 2.48 | 1.94 | 2.42 | 3.19 | 3.03 | 2.85 | 2.11 | 1.88 | 2.29 |
| Draw Down(%) | NA | 1.33 | 7.48 | 17.12 | 17.12 | NA | NA | … | … | 1.09 | 2.82 | 5.83 | 2.68 | 17.12 | 3.13 | 1.39 | 2.43 | 4.74 | 5.26 | 3.73 | 2.86 | 2.37 | 5.35 |
| Yield(%) | 0.00 | 3.29 | 3.77 | 3.42 | 3.60 | 3.22 | 2.41 | … | … | 0.95 | 3.70 | 3.85 | 4.50 | 3.52 | 3.40 | 3.43 | 3.43 | 3.90 | 4.09 | 5.20 | 4.56 | 4.68 | 3.99 |
Data as of 06/01/2012, Common starting date is 01/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOBX (Nuveen FL Preference Municipal Bond B) |
-3.43%
Dec 2005 – Dec 2008 |
-0.72%
Dec 2003 – Dec 2008 |
1.66%
Mar 1999 – Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOBX (Nuveen FL Preference Municipal Bond B) |
9.99%
Dec 2008 – Dec 2011 |
5.35%
Jan 2000 – Jan 2005 |
3.73%
Mar 2002 – Mar 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart