Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCBBX (Nuveen CA Municipal Bond B) | NA | 0.00% | 2.62% | 3.84% | 3.05% | 3.80% | NA | … | … |
Data as of 12/16/2014, Common starting date is 08/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCBBX (Nuveen CA Municipal Bond B) | 08/26/1999 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.62 | 3.84 | 3.05 | 3.80 | NA | … | … | 0.00 | -3.26 | 10.69 | 11.25 | 1.47 | 19.72 | -12.94 | -0.22 | 3.84 | 3.37 | 4.96 | 4.70 | 6.23 | 2.23 | 8.57 | -1.38 |
| Sharpe Ratio | NA | 0.00 | 1.00 | 1.32 | 0.52 | NA | NA | … | … | 0.00 | -0.89 | 4.53 | 3.52 | 0.41 | 4.50 | -1.55 | -1.12 | 0.27 | 0.50 | 1.05 | 1.17 | 2.02 | -0.04 | 2.18 | -3.15 |
| Standard Deviation(%) | NA | 0.10 | 2.59 | 2.89 | 4.03 | NA | NA | … | … | 0.00 | 3.72 | 2.37 | 3.19 | 3.37 | 4.37 | 8.91 | 2.91 | 2.00 | 2.43 | 3.80 | 3.42 | 2.54 | 2.57 | 2.08 | 2.31 |
| Draw Down(%) | NA | 0.00 | 7.94 | 8.38 | 18.04 | NA | NA | … | … | 0.00 | 7.94 | 1.81 | 3.15 | 6.70 | 3.18 | 18.04 | 4.49 | 1.45 | 2.50 | 6.10 | 5.82 | 3.47 | 3.08 | 2.64 | 1.93 |
| Yield(%) | 0.00 | 0.00 | 2.27 | 2.86 | 3.05 | 3.62 | 2.71 | … | … | 0.00 | 2.48 | 3.79 | 3.77 | 3.59 | 4.39 | 3.55 | 3.33 | 3.37 | 3.70 | 3.87 | 4.09 | 4.52 | 4.68 | 4.87 | 1.92 |
Data as of 12/16/2014, Common starting date is 08/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBBX (Nuveen CA Municipal Bond B) |
-3.38%
Dec 2005 – Dec 2008 |
-0.43%
Dec 2003 – Dec 2008 |
2.90%
Jan 2001 – Jan 2011 |
3.68%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBBX (Nuveen CA Municipal Bond B) |
10.56%
Dec 2008 – Dec 2011 |
7.67%
Dec 2008 – Dec 2013 |
4.67%
Nov 2002 – Nov 2012 |
3.77%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart