Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMRX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS I) | 1.71% | 7.86% | 3.97% | 0.91% | 2.04% | 2.86% | 3.16% | … | … |
Data as of 06/05/2026, Common starting date is 02/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMRX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS I) | 02/24/1997 | 06/05/2026 |
| 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 (%) | 0.10 | 7.86 | 3.97 | 0.91 | 2.04 | 2.86 | 3.16 | … | … | 1.71 | 4.00 | 2.12 | 5.87 | -8.99 | 1.43 | 5.51 | 6.05 | 1.13 | 4.88 | 0.44 | 3.86 | 8.87 | -4.57 | 6.16 | 10.24 | 1.81 | 15.65 | -6.42 | 2.52 | 4.67 | 4.10 | 4.99 | 4.26 | 7.60 | 4.89 | 10.19 | -4.72 | 6.08 | 8.86 |
| Sharpe Ratio | NA | 1.90 | 0.16 | -0.41 | 0.10 | NA | NA | … | … | 0.52 | 0.20 | -0.44 | 0.56 | -2.61 | 0.86 | 0.75 | 2.57 | -0.15 | 1.94 | 0.08 | 1.78 | 4.59 | -1.28 | 2.69 | 3.69 | 0.61 | 4.94 | -0.99 | -0.26 | 0.63 | 0.67 | 1.05 | 1.06 | 2.15 | 1.15 | 2.91 | -3.44 | 1.05 | 2.10 |
| Standard Deviation(%) | NA | 2.75 | 4.36 | 3.99 | 3.82 | NA | NA | … | … | 2.98 | 5.55 | 3.41 | 4.01 | 4.01 | 1.64 | 6.98 | 1.78 | 1.69 | 2.19 | 2.68 | 2.15 | 1.93 | 3.61 | 2.29 | 2.77 | 2.83 | 3.15 | 7.44 | 2.44 | 1.99 | 2.73 | 3.81 | 3.35 | 3.00 | 2.14 | 2.05 | 2.35 | 2.48 | 3.21 |
| Draw Down(%) | NA | 2.54 | 6.17 | 13.51 | 13.51 | NA | NA | … | … | 2.54 | 5.80 | 2.36 | 6.24 | 13.15 | 2.11 | 10.17 | 1.41 | 1.78 | 1.33 | 5.32 | 2.06 | 1.31 | 8.41 | 2.25 | 2.59 | 5.40 | 2.12 | 13.97 | 2.42 | 1.35 | 2.50 | 6.01 | 5.86 | 3.83 | 3.22 | 2.71 | 6.27 | 1.70 | 2.37 |
| Yield(%) | 0.28 | 3.47 | 3.34 | 2.70 | 2.82 | 3.18 | 3.39 | … | … | 1.39 | 3.35 | 3.31 | 3.09 | 2.38 | 2.15 | 2.77 | 2.96 | 3.18 | 3.26 | 3.32 | 3.41 | 3.58 | 3.39 | 3.57 | 4.24 | 4.11 | 4.76 | 4.15 | 3.97 | 3.97 | 4.21 | 4.46 | 4.62 | 4.79 | 4.91 | 5.18 | 4.72 | 4.88 | 4.30 |
Data as of 06/05/2026, Common starting date is 02/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMRX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS I) |
-2.95%
Oct 2020 – Oct 2023 |
-0.09%
Jul 2020 – Jul 2025 |
1.28%
Oct 2012 – Oct 2022 |
2.40%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMRX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS I) |
9.08%
Dec 2008 – Dec 2011 |
6.85%
Jan 2000 – Jan 2005 |
5.30%
Mar 1997 – Mar 2007 |
5.13%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart