Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NKG (Nuveen Georgia Quality Municipal Income) | NA | -95.72% | -65.48% | -45.56% | -25.30% | -16.45% | -12.14% | … | … |
Data as of 06/28/2023, Common starting date is 09/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NKG (Nuveen Georgia Quality Municipal Income) | 09/27/2002 | 06/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | -95.72 | -65.48 | -45.56 | -25.30 | -16.45 | -12.14 | … | … | -95.73 | -20.28 | 10.68 | 7.79 | 19.41 | -9.38 | 3.12 | -1.37 | 12.93 | 12.84 | -16.98 | 6.28 | 22.12 | 2.09 | 46.68 | -23.91 | -3.24 | 8.42 | 7.06 | 3.03 | 0.27 | 44.40 |
| Sharpe Ratio | NA | -0.31 | -0.36 | -0.32 | -0.25 | NA | NA | … | … | -0.22 | -1.42 | 1.01 | 0.32 | 2.71 | -1.92 | 0.32 | -0.16 | 1.51 | 1.65 | -1.46 | 0.52 | 1.56 | 0.13 | 2.63 | -0.86 | -0.46 | 0.40 | 0.33 | 0.14 | -0.03 | 4.03 |
| Standard Deviation(%) | NA | 324.87 | 187.32 | 145.54 | 103.08 | NA | NA | … | … | 466.85 | 15.36 | 10.52 | 23.28 | 6.65 | 5.56 | 7.84 | 9.69 | 8.54 | 7.76 | 11.67 | 12.09 | 14.20 | 15.52 | 17.73 | 28.80 | 13.71 | 12.90 | 14.63 | 15.33 | 14.24 | 78.04 |
| Draw Down(%) | NA | 96.56 | 97.02 | 97.02 | 97.02 | NA | NA | … | … | 96.43 | 26.90 | 4.60 | 25.66 | 3.18 | 12.91 | 6.62 | 12.86 | 4.23 | 3.79 | 22.76 | 9.28 | 6.33 | 13.92 | 9.69 | 35.18 | 10.94 | 6.95 | 9.61 | 18.17 | 11.57 | 7.22 |
| Yield(%) | 0.00 | 2.90 | 3.55 | 3.86 | 4.12 | 4.37 | 3.98 | … | … | 0.92 | 3.26 | 3.85 | 3.83 | 3.96 | 3.57 | 4.34 | 4.73 | 5.14 | 5.49 | 4.29 | 4.70 | 5.15 | 5.56 | 6.93 | 4.85 | 4.64 | 4.87 | 5.40 | 5.79 | 5.68 | 0.89 |
Data as of 06/28/2023, Common starting date is 09/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKG (Nuveen Georgia Quality Municipal Income) |
-64.42%
May 2020 – May 2023 |
-44.83%
May 2018 – May 2023 |
-25.60%
Apr 2013 – Apr 2023 |
-16.08%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKG (Nuveen Georgia Quality Municipal Income) |
22.29%
Dec 2008 – Dec 2011 |
10.04%
Dec 2008 – Dec 2013 |
6.60%
Dec 2008 – Dec 2018 |
5.27%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart