Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDMO (Nuveen Dynamic Municipal Opportunities Fund) | 6.01% | 10.59% | 7.01% | -2.23% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDMO (Nuveen Dynamic Municipal Opportunities Fund) | 08/28/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 10.59 | 7.01 | -2.23 | NA | NA | NA | … | … | 6.01 | 8.21 | 8.31 | 7.13 | -35.22 | 12.40 | 4.80 |
| Sharpe Ratio | NA | 0.59 | 0.14 | -0.33 | NA | NA | NA | … | … | 0.81 | 0.49 | 0.42 | 0.18 | -1.64 | 0.96 | 1.50 |
| Standard Deviation(%) | NA | 10.70 | 12.80 | 16.12 | NA | NA | NA | … | … | 11.81 | 10.96 | 11.13 | 19.82 | 22.43 | 12.92 | 9.79 |
| Draw Down(%) | NA | 5.96 | 16.07 | 42.29 | NA | NA | NA | … | … | 5.90 | 9.50 | 11.21 | 21.72 | 39.80 | 12.62 | 1.97 |
| Yield(%) | 0.00 | 7.38 | 7.11 | 4.85 | 3.05 | 2.03 | 1.52 | … | … | 3.07 | 7.37 | 7.45 | 7.58 | 5.60 | 5.90 | 1.51 |
Data as of 06/09/2026, Common starting date is 08/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDMO (Nuveen Dynamic Municipal Opportunities Fund) |
-9.15%
Oct 2020 – Oct 2023 |
-2.26%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDMO (Nuveen Dynamic Municipal Opportunities Fund) |
11.74%
Oct 2022 – Oct 2025 |
0.16%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart