Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCIBX (Nuveen CA Insured Municipal Bond I ) | NA | 16.61% | 7.91% | 4.11% | 4.52% | 4.95% | NA | … | … |
Data as of 04/30/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCIBX (Nuveen CA Insured Municipal Bond I ) | 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 | 16.61 | 7.91 | 4.11 | 4.52 | 4.95 | NA | … | … | 4.41 | 11.38 | 0.32 | 16.46 | -10.95 | 2.06 | 4.72 | 3.50 | 4.07 | 4.78 | 8.46 | 4.09 | 13.05 | -3.68 | 5.80 | 8.28 | 7.23 |
| Sharpe Ratio | NA | 5.19 | 2.25 | 0.61 | 0.72 | NA | NA | … | … | 4.35 | 3.19 | 0.06 | 3.60 | -1.15 | -0.39 | 0.70 | 0.52 | 0.85 | 1.15 | 2.23 | 0.66 | 3.96 | -2.98 | 1.12 | -15.82 | 2.29 |
| Standard Deviation(%) | NA | 3.19 | 3.49 | 5.73 | 4.61 | NA | NA | … | … | 3.25 | 3.56 | 3.54 | 4.55 | 10.27 | 2.48 | 2.03 | 2.55 | 3.69 | 3.57 | 3.31 | 2.73 | 2.28 | 2.32 | 2.20 | 2.96 | 4.65 |
| Draw Down(%) | NA | 1.60 | 9.25 | 17.50 | 17.50 | NA | NA | … | … | 1.13 | 3.53 | 7.37 | 3.23 | 17.50 | 2.77 | 1.42 | 2.42 | 5.58 | 5.85 | 3.96 | 3.66 | 2.78 | 5.57 | 1.71 | 2.32 | 2.28 |
| Yield(%) | 0.00 | 4.41 | 4.39 | 4.03 | 4.45 | 4.80 | 3.91 | … | … | 1.11 | 4.33 | 4.01 | 4.81 | 4.23 | 4.67 | 4.68 | 4.70 | 4.58 | 4.75 | 5.46 | 5.29 | 5.44 | 4.91 | 5.09 | 5.30 | 3.16 |
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 |
|---|---|---|---|---|
| NCIBX (Nuveen CA Insured Municipal Bond I ) |
-1.64%
Dec 2005 – Dec 2008 |
0.50%
Dec 2003 – Dec 2008 |
2.82%
Dec 1998 – Dec 2008 |
4.43%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCIBX (Nuveen CA Insured Municipal Bond I ) |
9.30%
May 2000 – May 2003 |
7.06%
Jan 2000 – Jan 2005 |
5.48%
Aug 1996 – Aug 2006 |
5.00%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart