Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NKX (Nuveen California AMT Free Quality Municipal Income) | 3.87% | 16.62% | 10.78% | 0.78% | 2.52% | 5.68% | 5.00% | … | … |
Data as of 06/10/2026, Common starting date is 01/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NKX (Nuveen California AMT Free Quality Municipal Income) | 01/16/2003 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 16.62 | 10.78 | 0.78 | 2.52 | 5.68 | 5.00 | … | … | 3.87 | 5.99 | 16.48 | -2.00 | -18.29 | 4.79 | 8.14 | 25.25 | -13.34 | 13.04 | -1.49 | 10.57 | 28.88 | -11.85 | 6.43 | 27.99 | 2.05 | 30.39 | -23.26 | 0.31 | 15.34 | 0.60 | 7.89 | 0.85 |
| Sharpe Ratio | NA | 1.53 | 0.66 | -0.14 | 0.07 | NA | NA | … | … | 0.68 | 0.32 | 1.03 | -0.43 | -1.25 | 0.59 | 0.30 | 3.79 | -2.12 | 1.88 | -0.16 | 1.21 | 4.03 | -0.90 | 0.53 | 2.58 | 0.15 | 1.47 | -0.70 | -0.18 | 0.83 | -0.13 | 0.53 | 0.01 |
| Standard Deviation(%) | NA | 8.90 | 11.76 | 12.34 | 12.96 | NA | NA | … | … | 10.28 | 9.84 | 12.46 | 13.18 | 15.83 | 8.11 | 25.80 | 6.27 | 6.97 | 6.60 | 10.93 | 8.68 | 7.17 | 13.20 | 12.14 | 10.85 | 13.44 | 20.57 | 34.74 | 16.23 | 14.45 | 12.88 | 12.99 | 14.29 |
| Draw Down(%) | NA | 9.74 | 14.57 | 35.59 | 35.59 | NA | NA | … | … | 9.74 | 9.94 | 10.99 | 21.33 | 28.71 | 5.66 | 27.52 | 6.23 | 16.33 | 4.30 | 18.65 | 7.27 | 3.26 | 20.69 | 9.60 | 6.59 | 17.10 | 10.70 | 43.84 | 12.43 | 9.63 | 8.70 | 13.94 | 15.05 |
| Yield(%) | 0.00 | 7.88 | 7.07 | 4.51 | 4.33 | 6.09 | 5.27 | … | … | 3.05 | 7.12 | 6.74 | 4.10 | 4.03 | 4.26 | 4.22 | 4.86 | 4.34 | 5.44 | 5.74 | 5.95 | 6.91 | 5.71 | 5.56 | 6.77 | 6.32 | 7.02 | 5.24 | 4.71 | 5.29 | 5.60 | 6.46 | 5.59 |
Data as of 06/10/2026, Common starting date is 01/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKX (Nuveen California AMT Free Quality Municipal Income) |
-9.42%
Oct 2020 – Oct 2023 |
-2.21%
Oct 2017 – Oct 2022 |
1.71%
Oct 2012 – Oct 2022 |
3.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKX (Nuveen California AMT Free Quality Municipal Income) |
19.42%
Dec 2008 – Dec 2011 |
13.29%
Mar 2011 – Mar 2016 |
8.62%
Mar 2011 – Mar 2021 |
6.90%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart