Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUCIX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | NA | 2.15% | 3.72% | 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 |
|---|---|---|
| NUCIX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 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 | 2.15 | 3.72 | NA | NA | NA | NA | … | … | 2.29 | 6.37 | 0.56 | 5.32 | -3.90 |
| Sharpe Ratio | NA | 0.29 | 0.67 | NA | NA | NA | NA | … | … | 0.32 | 2.90 | -0.43 | 2.12 | -3.56 |
| Standard Deviation(%) | NA | 6.42 | 4.00 | NA | NA | NA | NA | … | … | 6.53 | 1.72 | 1.77 | 2.22 | 5.27 |
| Draw Down(%) | NA | 10.01 | 10.01 | NA | NA | NA | NA | … | … | 10.01 | 1.87 | 2.11 | 1.89 | 5.48 |
| Yield(%) | 0.00 | 8.94 | 4.35 | 2.73 | 1.36 | 0.91 | 0.68 | … | … | 8.80 | 1.85 | 1.79 | 0.75 | 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 |
|---|---|---|---|---|
| NUCIX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
2.53%
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 |
|---|---|---|---|---|
| NUCIX (NUVEEN CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
4.89%
Feb 2017 – Feb 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart