Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NTX (Nuveen TX Quality Inc Muni) NA 6,297.70% 290.14% 126.73% 48.64% 30.72% NA
Data as of 04/29/2020, Common starting date is 01/02/2001
More Performance Analytics Comparison
Name Start Date End Date
NTX (Nuveen TX Quality Inc Muni) 01/02/2001 04/29/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Annualized Return (%) 7.47 6,297.70 290.14 126.73 48.64 30.72 NA 5,904.82 15.66 -13.60 4.52 -4.92 -0.21 12.53 -18.88 -3.06 9.52 -1.19 34.10 -13.45 -11.13 0.27 -2.73 -4.70 7.88 0.76 8.85 19.04 -19.78 6.74 13.44 9.33 32.14 -17.57 6.68 6.41 1.67
Sharpe Ratio NA 14.14 1.06 0.53 0.20 NA NA 35,287.40 -1.22 -5.27 -1.85 -3.55 -2.28 -0.67 -2.77 -1.70 -0.74 -1.60 0.90 -0.91 -3.99 -2.51 -2.11 -1.73 -1.19 -1.83 -0.93 -0.32 -2.17 0.24 0.79 0.46 1.83 -1.06 0.27 0.26 0.50
Standard Deviation(%) NA 443.71 252.39 194.86 137.72 NA NA 827.96 6.20 6.68 7.97 10.97 8.23 8.89 13.48 12.85 12.09 12.35 17.14 35.95 8.35 8.83 11.24 14.02 9.59 10.42 13.64 12.93 10.59 14.01 12.53 12.48 15.50 19.36 17.09 15.13 11.72
Draw Down(%) NA 37.32 37.32 37.32 37.32 NA NA 37.32 5.39 15.93 4.92 15.85 10.81 4.44 24.52 9.91 5.98 16.69 10.31 39.27 13.08 8.99 14.66 19.34 10.44 11.31 7.95 6.11 23.36 9.08 5.52 8.72 7.21 24.57 9.50 9.09 1.65
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/29/2020, Common starting date is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NTX (Nuveen TX Quality Inc Muni) -10.24%
Nov 2005 – Nov 2008
-6.80%
Nov 2003 – Nov 2008
-2.01%
Dec 2003 – Dec 2013
-1.59%
Dec 2003 – Dec 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NTX (Nuveen TX Quality Inc Muni) 330.57%
Feb 2017 – Feb 2020
139.88%
Feb 2015 – Feb 2020
53.31%
Feb 2010 – Feb 2020
32.93%
Feb 2005 – Feb 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return