Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIQ (Nuveen Intermediate Duration Quality Municipal Closed Fund) | NA | -37.73% | -17.12% | -6.55% | -0.65% | NA | NA | … | … |
Data as of 01/04/2024, Common starting date is 02/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIQ (Nuveen Intermediate Duration Quality Municipal Closed Fund) | 02/11/2013 | 01/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.99 | -37.73 | -17.12 | -6.55 | -0.65 | NA | NA | … | … | 0.65 | -37.73 | -12.37 | 3.45 | 9.45 | 15.64 | -0.92 | 8.67 | -0.52 | 6.71 | 15.43 | -20.02 |
| Sharpe Ratio | NA | -0.34 | -0.27 | -0.14 | -0.04 | NA | NA | … | … | 4.28 | -0.34 | -1.10 | 0.45 | 0.47 | 2.46 | -0.33 | 1.12 | -0.08 | 0.79 | 2.27 | -1.42 |
| Standard Deviation(%) | NA | 121.37 | 70.42 | 55.33 | 39.48 | NA | NA | … | … | 15.86 | 121.60 | 12.62 | 7.66 | 19.68 | 5.75 | 6.97 | 7.18 | 8.83 | 8.41 | 6.80 | 15.73 |
| Draw Down(%) | NA | 51.44 | 56.08 | 56.08 | 56.08 | NA | NA | … | … | 0.65 | 51.44 | 17.64 | 3.66 | 16.60 | 2.74 | 6.07 | 3.95 | 11.83 | 7.10 | 2.79 | 25.48 |
| Yield(%) | 0.00 | 1.43 | 2.52 | 3.08 | 3.90 | 2.23 | 1.67 | … | … | 0.00 | 1.44 | 3.04 | 3.27 | 3.11 | 3.03 | 3.08 | 3.98 | 4.25 | 4.67 | 5.22 | 2.90 |
Data as of 01/04/2024, Common starting date is 02/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIQ (Nuveen Intermediate Duration Quality Municipal Closed Fund) |
-20.78%
Aug 2020 – Aug 2023 |
-9.55%
Jun 2018 – Jun 2023 |
-2.71%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIQ (Nuveen Intermediate Duration Quality Municipal Closed Fund) |
12.18%
Aug 2013 – Aug 2016 |
7.15%
Nov 2016 – Nov 2021 |
3.40%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart