Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCABX (Nuveen CA Insured Municipal Bond B) | NA | 15.17% | 7.01% | 3.19% | 3.58% | NA | NA | … | … |
Data as of 04/30/2012, Common starting date is 06/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCABX (Nuveen CA Insured Municipal Bond B) | 06/24/1999 | 04/30/2012 |
| 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 | 15.17 | 7.01 | 3.19 | 3.58 | NA | NA | … | … | 3.79 | 10.38 | -0.13 | 15.44 | -11.79 | 1.14 | 3.79 | 2.52 | 2.95 | 3.75 | 7.66 | 3.06 | 12.08 | -1.26 |
| Sharpe Ratio | NA | 4.96 | 2.03 | 0.45 | 0.52 | NA | NA | … | … | 3.97 | 3.01 | -0.06 | 3.36 | -1.22 | -0.75 | 0.25 | 0.14 | 0.55 | 0.85 | 1.99 | 0.28 | 3.40 | -1.77 |
| Standard Deviation(%) | NA | 3.05 | 3.43 | 5.74 | 4.61 | NA | NA | … | … | 3.04 | 3.44 | 3.50 | 4.56 | 10.35 | 2.51 | 1.96 | 2.48 | 3.65 | 3.59 | 3.31 | 2.69 | 2.37 | 3.25 |
| Draw Down(%) | NA | 1.77 | 9.54 | 18.29 | 18.29 | NA | NA | … | … | 1.13 | 3.53 | 7.67 | 3.39 | 18.29 | 3.22 | 1.66 | 2.49 | 5.73 | 6.00 | 4.11 | 3.83 | 2.83 | 4.19 |
| Yield(%) | 0.00 | 3.48 | 3.62 | 3.28 | 3.60 | 3.29 | 2.47 | … | … | 0.88 | 3.42 | 3.56 | 3.87 | 3.34 | 3.77 | 3.79 | 3.75 | 3.60 | 3.76 | 4.71 | 4.38 | 4.49 | 2.46 |
Data as of 04/30/2012, Common starting date is 06/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCABX (Nuveen CA Insured Municipal Bond B) |
-2.53%
Dec 2005 – Dec 2008 |
-0.46%
Dec 2003 – Dec 2008 |
2.32%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCABX (Nuveen CA Insured Municipal Bond B) |
8.36%
Dec 2008 – Dec 2011 |
6.07%
Jan 2000 – Jan 2005 |
3.94%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart