Performance Comparison
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
