Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCAAX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS A) | 1.98% | 7.72% | 3.81% | 0.07% | 1.61% | 3.63% | 3.54% | … | … |
Data as of 06/08/2026, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCAAX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS A) | 09/09/1994 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 7.72 | 3.81 | 0.07 | 1.61 | 3.63 | 3.54 | … | … | 1.98 | 2.73 | 2.92 | 5.60 | -11.68 | 1.24 | 5.29 | 7.54 | 0.03 | 5.50 | 0.45 | 4.80 | 13.49 | -2.39 | 11.54 | 12.45 | 2.15 | 20.77 | -12.27 | 0.50 | 4.68 | 4.31 | 5.80 | 5.33 | 6.86 | 2.97 | 9.45 | -3.18 | 5.65 | 8.47 | 5.14 | 17.25 | -3.12 |
| Sharpe Ratio | NA | 1.74 | 0.13 | -0.56 | 0.00 | NA | NA | … | … | 0.76 | -0.03 | -0.21 | 0.46 | -2.38 | 0.63 | 0.55 | 2.85 | -0.66 | 1.91 | 0.07 | 1.91 | 6.50 | -0.63 | 4.65 | 3.77 | 0.60 | 4.68 | -1.48 | -0.94 | 0.65 | 0.85 | 1.26 | 1.30 | 2.23 | 0.20 | 2.48 | -3.11 | 1.24 | 1.80 | 0.30 | 2.97 | -1.75 |
| Standard Deviation(%) | NA | 2.78 | 4.25 | 4.32 | 4.51 | NA | NA | … | … | 2.86 | 5.36 | 3.27 | 4.25 | 5.53 | 1.92 | 9.17 | 2.13 | 2.06 | 2.54 | 3.21 | 2.50 | 2.07 | 3.86 | 2.49 | 3.30 | 3.43 | 4.41 | 8.88 | 2.84 | 1.94 | 2.42 | 3.81 | 3.55 | 2.56 | 2.58 | 2.11 | 2.10 | 1.76 | 2.65 | 4.89 | 4.48 | 7.67 |
| Draw Down(%) | NA | 2.28 | 6.36 | 17.64 | 17.64 | NA | NA | … | … | 2.28 | 5.94 | 2.34 | 6.78 | 16.91 | 2.71 | 12.87 | 1.64 | 2.27 | 1.55 | 7.22 | 2.44 | 0.99 | 7.77 | 1.81 | 3.15 | 6.57 | 3.12 | 17.45 | 4.11 | 1.45 | 2.46 | 5.97 | 5.76 | 3.51 | 3.01 | 2.67 | 4.48 | 1.05 | 1.81 | 4.44 | 2.89 | 7.74 |
| Yield(%) | 0.00 | 3.86 | 3.72 | 2.86 | 2.89 | 3.79 | 3.72 | … | … | 1.55 | 3.69 | 3.66 | 3.63 | 2.55 | 2.07 | 2.57 | 2.89 | 3.19 | 3.28 | 3.37 | 3.52 | 4.37 | 4.07 | 4.52 | 4.87 | 4.29 | 5.24 | 4.27 | 4.13 | 4.17 | 4.50 | 4.67 | 4.79 | 5.11 | 5.40 | 5.59 | 5.00 | 5.41 | 5.57 | 5.45 | 5.73 | 1.82 |
Data as of 06/08/2026, Common starting date is 09/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAAX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS A) |
-3.85%
Oct 2020 – Oct 2023 |
-0.74%
Jul 2020 – Jul 2025 |
1.63%
Jul 2015 – Jul 2025 |
3.10%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAAX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS A) |
11.53%
Dec 2008 – Dec 2011 |
8.60%
Dec 2008 – Dec 2013 |
6.65%
Dec 2008 – Dec 2018 |
5.66%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart