Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUCAX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | NA | 1.83% | 3.47% | NA | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 10/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUCAX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | 10/21/2016 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.83 | 3.47 | NA | NA | NA | NA | … | … | 1.99 | 7.01 | 1.07 | 5.22 | -3.90 |
| Sharpe Ratio | NA | 0.24 | 0.59 | NA | NA | NA | NA | … | … | 0.27 | 3.24 | -0.18 | 2.04 | -3.63 |
| Standard Deviation(%) | NA | 6.46 | 4.00 | NA | NA | NA | NA | … | … | 6.57 | 1.71 | 1.73 | 2.25 | 5.27 |
| Draw Down(%) | NA | 10.02 | 10.02 | NA | NA | NA | NA | … | … | 10.02 | 1.69 | 1.78 | 2.03 | 5.48 |
| Yield(%) | 0.00 | 8.73 | 4.17 | 2.60 | 1.30 | 0.87 | 0.65 | … | … | 8.61 | 1.68 | 1.64 | 0.64 | 0.00 |
Data as of 12/17/2020, Common starting date is 10/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUCAX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
2.37%
Apr 2017 – Apr 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUCAX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
4.70%
Feb 2017 – Feb 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart