Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCACX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS C2) | NA | 2.39% | 4.25% | 2.58% | 4.57% | 4.18% | 4.24% | … | … |
Data as of 08/04/2021, Common starting date is 10/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCACX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS C2) | 10/07/1994 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 2.39 | 4.25 | 2.58 | 4.57 | 4.18 | 4.24 | … | … | 1.03 | 4.68 | 6.98 | -0.46 | 5.99 | -0.16 | 4.34 | 12.89 | -2.96 | 10.86 | 11.90 | 1.91 | 20.05 | -12.83 | 0.01 | 3.98 | 3.62 | 5.19 | 4.72 | 6.31 | 2.46 | 8.73 | -3.73 | 5.17 | 7.85 | 3.95 | 16.70 | -1.72 |
| Sharpe Ratio | NA | 1.21 | 0.63 | 0.40 | 1.10 | NA | NA | … | … | 0.83 | 0.49 | 2.63 | -0.88 | 2.28 | -0.12 | 1.78 | 6.57 | -0.78 | 4.57 | 3.69 | 0.53 | 4.53 | -1.54 | -1.06 | 0.35 | 0.60 | 1.14 | 1.15 | 2.03 | 0.05 | 2.25 | -3.50 | 1.04 | 1.76 | 0.09 | 3.01 | -1.43 |
| Standard Deviation(%) | NA | 1.93 | 5.52 | 4.61 | 3.80 | NA | NA | … | … | 2.10 | 9.08 | 2.12 | 2.03 | 2.36 | 3.15 | 2.42 | 1.96 | 3.84 | 2.38 | 3.22 | 3.42 | 4.40 | 8.91 | 2.86 | 1.95 | 2.42 | 3.73 | 3.50 | 2.56 | 2.56 | 2.08 | 1.99 | 1.78 | 2.45 | 4.83 | 4.27 | 7.65 |
| Draw Down(%) | NA | 2.71 | 12.89 | 12.89 | 12.89 | NA | NA | … | … | 2.71 | 12.89 | 1.65 | 2.63 | 1.46 | 7.39 | 2.56 | 1.04 | 7.90 | 1.81 | 3.16 | 6.69 | 3.17 | 17.97 | 4.39 | 1.46 | 2.46 | 6.06 | 5.90 | 3.45 | 3.06 | 2.62 | 4.71 | 1.10 | 2.42 | 4.61 | 3.00 | 6.02 |
| Yield(%) | 0.00 | 1.59 | 2.11 | 2.22 | 3.15 | 3.28 | 3.54 | … | … | 0.79 | 1.99 | 2.34 | 2.63 | 2.71 | 2.76 | 2.99 | 3.77 | 3.53 | 3.95 | 4.34 | 4.06 | 4.66 | 3.71 | 3.56 | 3.60 | 3.93 | 4.09 | 4.30 | 4.60 | 4.90 | 5.02 | 4.45 | 4.86 | 5.00 | 4.34 | 4.99 | 1.39 |
Data as of 08/04/2021, Common starting date is 10/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCACX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS C2) |
-3.22%
Dec 2005 – Dec 2008 |
-0.24%
Dec 2003 – Dec 2008 |
1.67%
Dec 1998 – Dec 2008 |
3.50%
Jan 1996 – Jan 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCACX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND NUVEEN CALIFORNIA MUNICIPAL BOND FUND – CLASS C2) |
11.04%
Dec 2008 – Dec 2011 |
8.05%
Dec 2008 – Dec 2013 |
6.21%
Dec 2008 – Dec 2018 |
5.08%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart