Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCAKX (Nuveen CA Insured Municipal Bond C) | NA | 15.43% | 7.02% | 3.31% | 3.74% | 4.16% | NA | … | … |
Data as of 04/30/2012, Common starting date is 03/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCAKX (Nuveen CA Insured Municipal Bond C) | 03/12/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.43 | 7.02 | 3.31 | 3.74 | 4.16 | NA | … | … | 3.88 | 10.59 | -0.39 | 15.57 | -11.57 | 1.40 | 3.83 | 2.72 | 3.29 | 3.96 | 7.78 | 3.28 | 12.32 | -4.37 | 5.02 | 7.57 |
| Sharpe Ratio | NA | 4.94 | 2.02 | 0.47 | 0.55 | NA | NA | … | … | 3.99 | 3.02 | -0.14 | 3.36 | -1.20 | -0.66 | 0.27 | 0.21 | 0.64 | 0.90 | 2.03 | 0.36 | 3.68 | -3.24 | 0.77 | 2.19 |
| Standard Deviation(%) | NA | 3.12 | 3.45 | 5.75 | 4.63 | NA | NA | … | … | 3.10 | 3.50 | 3.45 | 4.61 | 10.35 | 2.47 | 2.03 | 2.57 | 3.65 | 3.62 | 3.30 | 2.69 | 2.25 | 2.34 | 2.21 | 2.69 |
| Draw Down(%) | NA | 1.77 | 9.48 | 17.97 | 17.97 | NA | NA | … | … | 1.04 | 3.55 | 7.51 | 3.31 | 17.97 | 3.09 | 1.64 | 2.56 | 5.65 | 5.97 | 4.13 | 3.69 | 2.72 | 5.97 | 1.82 | 1.71 |
| Yield(%) | 0.00 | 3.74 | 3.67 | 3.39 | 3.75 | 4.08 | 3.05 | … | … | 0.94 | 3.66 | 3.33 | 4.03 | 3.57 | 3.96 | 3.93 | 3.95 | 3.84 | 3.96 | 4.80 | 4.60 | 4.75 | 4.18 | 4.35 | 3.44 |
Data as of 04/30/2012, Common starting date is 03/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAKX (Nuveen CA Insured Municipal Bond C) |
-2.35%
Dec 2005 – Dec 2008 |
-0.25%
Dec 2003 – Dec 2008 |
2.07%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAKX (Nuveen CA Insured Municipal Bond C) |
8.52%
May 2000 – May 2003 |
6.32%
Jan 2000 – Jan 2005 |
4.59%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart