Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCA (Nuveen California Municipal Value Fund Inc) | 4.54% | 12.66% | 6.00% | 1.25% | 2.04% | 4.49% | 4.33% | … | … |
Data as of 06/05/2026, Common starting date is 10/07/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCA (Nuveen California Municipal Value Fund Inc) | 10/07/1987 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 12.66 | 6.00 | 1.25 | 2.04 | 4.49 | 4.33 | … | … | 4.54 | 10.27 | -1.92 | 10.39 | -13.51 | -3.45 | 4.69 | 21.15 | -7.38 | 2.93 | -0.06 | 8.06 | 20.05 | -3.80 | 10.45 | 16.12 | 0.01 | 15.09 | -2.42 | -7.08 | 11.89 | 10.23 | 5.44 | 2.60 | 1.52 | 13.10 | 25.34 | -22.22 | 3.85 | -3.70 | -3.57 | 9.09 | -18.09 | 6.82 | 0.00 | 7.32 | 1.23 | 2.53 | -5.95 | 7.69 |
| Sharpe Ratio | NA | 0.78 | 0.24 | -0.11 | 0.03 | NA | NA | … | … | 0.51 | 0.78 | -0.64 | 0.50 | -0.95 | -0.36 | 0.23 | 1.84 | -1.01 | 0.27 | -0.02 | 0.84 | 2.02 | -0.31 | 0.88 | 1.65 | -0.01 | 0.88 | -0.11 | -0.87 | 0.86 | 0.68 | 0.36 | 0.15 | 0.03 | 0.78 | 1.02 | -1.47 | 0.02 | -0.50 | -0.39 | 0.29 | -0.97 | 0.26 | -0.14 | 0.20 | -0.25 | -0.21 | -0.71 | 1.60 |
| Standard Deviation(%) | NA | 12.79 | 11.42 | 12.29 | 12.49 | NA | NA | … | … | 16.57 | 9.54 | 8.62 | 13.60 | 15.81 | 9.56 | 19.18 | 10.67 | 8.71 | 8.39 | 12.77 | 9.51 | 9.91 | 12.24 | 11.96 | 9.74 | 9.98 | 16.99 | 29.42 | 11.78 | 9.95 | 11.71 | 12.26 | 12.89 | 14.36 | 13.94 | 20.73 | 17.46 | 17.62 | 14.75 | 18.61 | 17.61 | 21.83 | 17.49 | 17.22 | 16.54 | 16.86 | 16.18 | 15.14 | 20.63 |
| Draw Down(%) | NA | 7.55 | 10.63 | 22.92 | 22.92 | NA | NA | … | … | 7.55 | 5.29 | 8.32 | 12.31 | 17.82 | 9.18 | 19.27 | 5.72 | 9.63 | 6.63 | 12.87 | 4.43 | 3.21 | 14.95 | 7.88 | 4.78 | 12.69 | 8.41 | 23.25 | 12.71 | 4.50 | 6.27 | 12.30 | 12.32 | 8.42 | 7.94 | 7.72 | 25.61 | 10.98 | 10.84 | 11.76 | 16.09 | 20.21 | 9.28 | 9.78 | 5.75 | 9.64 | 7.06 | 8.33 | 5.06 |
| Yield(%) | 0.00 | 4.13 | 4.01 | 3.23 | 3.31 | 4.53 | 4.43 | … | … | 1.64 | 4.11 | 3.93 | 4.07 | 3.13 | 2.93 | 3.08 | 3.76 | 3.37 | 5.15 | 4.19 | 4.48 | 5.08 | 4.57 | 4.97 | 5.30 | 5.08 | 5.25 | 6.32 | 4.67 | 5.16 | 5.63 | 5.99 | 5.94 | 5.28 | 5.47 | 6.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/07/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCA (Nuveen California Municipal Value Fund Inc) |
-8.25%
Jan 1997 – Jan 2000 |
-4.34%
Feb 1995 – Feb 2000 |
-2.48%
Dec 1989 – Dec 1999 |
0.51%
Dec 1987 – Dec 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCA (Nuveen California Municipal Value Fund Inc) |
12.96%
Jun 2009 – Jun 2012 |
10.48%
Jan 2011 – Jan 2016 |
7.24%
Jan 2000 – Jan 2010 |
7.71%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart