Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAN (Nuveen New York Quality Municipal Income) | 5.02% | 9.28% | 9.28% | 0.48% | 2.40% | 4.52% | 4.07% | … | … |
Data as of 06/10/2026, Common starting date is 05/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAN (Nuveen New York Quality Municipal Income) | 05/26/1999 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | 9.28 | 9.28 | 0.48 | 2.40 | 4.52 | 4.07 | … | … | 5.02 | 6.57 | 10.21 | 8.45 | -24.04 | 8.96 | 4.21 | 20.91 | -7.21 | 8.48 | -0.58 | 11.45 | 12.72 | -12.26 | 13.09 | 17.25 | 5.93 | 46.12 | -25.05 | -8.75 | 0.18 | 14.78 | 3.95 | 14.14 | 11.27 | 10.86 | 16.76 | -17.92 |
| Sharpe Ratio | NA | 0.96 | 0.72 | -0.19 | 0.07 | NA | NA | … | … | 1.29 | 0.43 | 0.80 | 0.43 | -1.88 | 0.99 | 0.17 | 3.02 | -1.52 | 1.32 | -0.08 | 1.43 | 2.14 | -1.12 | 1.44 | 2.22 | 0.52 | 2.56 | -0.82 | -1.15 | -0.28 | 1.20 | 0.28 | 1.45 | 1.08 | 0.75 | 0.76 | -1.91 |
| Standard Deviation(%) | NA | 7.20 | 8.97 | 10.36 | 11.27 | NA | NA | … | … | 7.82 | 8.57 | 8.21 | 11.18 | 13.61 | 9.05 | 23.07 | 6.44 | 5.67 | 5.95 | 9.85 | 8.00 | 5.95 | 10.96 | 9.12 | 7.76 | 11.22 | 17.96 | 31.75 | 10.40 | 11.46 | 10.41 | 10.49 | 9.25 | 9.40 | 11.47 | 16.48 | 16.43 |
| Draw Down(%) | NA | 5.41 | 14.43 | 34.41 | 34.41 | NA | NA | … | … | 5.41 | 7.18 | 5.07 | 18.12 | 31.59 | 7.17 | 24.81 | 3.53 | 9.73 | 4.18 | 15.64 | 5.17 | 2.64 | 19.51 | 6.61 | 5.08 | 12.19 | 11.32 | 41.57 | 14.67 | 8.09 | 7.74 | 17.70 | 9.86 | 8.45 | 6.49 | 8.79 | 21.07 |
| Yield(%) | 0.00 | 7.64 | 7.03 | 4.51 | 4.29 | 5.28 | 4.62 | … | … | 3.19 | 7.53 | 6.68 | 4.65 | 3.90 | 4.34 | 4.25 | 4.65 | 4.25 | 5.31 | 5.50 | 5.86 | 5.96 | 4.87 | 5.55 | 6.14 | 6.35 | 7.89 | 5.83 | 5.16 | 5.72 | 7.49 | 6.22 | 6.55 | 6.11 | 5.23 | 6.32 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAN (Nuveen New York Quality Municipal Income) |
-11.84%
Dec 2005 – Dec 2008 |
-3.95%
Dec 2003 – Dec 2008 |
0.25%
Oct 2012 – Oct 2022 |
3.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAN (Nuveen New York Quality Municipal Income) |
21.97%
Dec 2008 – Dec 2011 |
12.48%
Dec 2008 – Dec 2013 |
8.75%
Nov 2008 – Nov 2018 |
7.21%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart