Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCAIX (Nuveen CA Insured Municipal Bond A) | NA | 15.85% | 7.69% | 3.93% | 4.30% | 4.69% | NA | … | … |
Data as of 04/30/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCAIX (Nuveen CA Insured Municipal Bond A) | 06/21/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.85 | 7.69 | 3.93 | 4.30 | 4.69 | NA | … | … | 3.98 | 11.04 | 0.48 | 16.47 | -11.17 | 1.94 | 4.61 | 3.22 | 3.84 | 4.46 | 7.52 | 3.86 | 12.99 | -3.90 | 5.46 | 7.92 | 7.17 |
| Sharpe Ratio | NA | 5.11 | 2.19 | 0.58 | 0.67 | NA | NA | … | … | 4.16 | 3.14 | 0.11 | 3.60 | -1.16 | -0.44 | 0.65 | 0.41 | 0.78 | 1.04 | 1.93 | 0.58 | 3.89 | -2.96 | 0.98 | -15.57 | 2.27 |
| Standard Deviation(%) | NA | 3.10 | 3.48 | 5.76 | 4.64 | NA | NA | … | … | 3.05 | 3.51 | 3.60 | 4.54 | 10.36 | 2.49 | 2.02 | 2.57 | 3.72 | 3.63 | 3.33 | 2.70 | 2.30 | 2.41 | 2.19 | 3.03 | 4.63 |
| Draw Down(%) | NA | 1.62 | 9.25 | 17.62 | 17.62 | NA | NA | … | … | 1.13 | 3.43 | 7.43 | 3.24 | 17.62 | 2.85 | 1.41 | 2.46 | 5.61 | 5.80 | 4.06 | 3.68 | 2.75 | 5.58 | 1.64 | 2.38 | 2.29 |
| Yield(%) | 0.00 | 4.18 | 4.32 | 3.95 | 4.28 | 4.59 | 3.74 | … | … | 1.05 | 4.11 | 4.18 | 4.68 | 4.12 | 4.56 | 4.57 | 4.52 | 4.36 | 4.53 | 4.59 | 5.15 | 5.31 | 4.69 | 4.86 | 5.07 | 3.02 |
Data as of 04/30/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAIX (Nuveen CA Insured Municipal Bond A) |
-1.79%
Dec 2005 – Dec 2008 |
0.30%
Dec 2003 – Dec 2008 |
2.55%
Dec 1998 – Dec 2008 |
4.19%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAIX (Nuveen CA Insured Municipal Bond A) |
9.12%
Dec 2008 – Dec 2011 |
6.71%
Jan 2000 – Jan 2005 |
5.18%
Aug 1996 – Aug 2006 |
4.74%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart