Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUO (Nuveen Ohio Quality Municipal Income) | NA | 19.96% | 6.47% | 6.49% | 3.76% | 5.63% | 4.43% | … | … |
Data as of 04/18/2023, Common starting date is 10/17/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUO (Nuveen Ohio Quality Municipal Income) | 10/17/1991 | 04/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 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 (%) | 16.71 | 19.96 | 6.47 | 6.49 | 3.76 | 5.63 | 4.43 | … | … | 17.80 | -14.42 | 7.47 | 5.34 | 15.73 | -9.22 | 2.37 | -0.06 | 5.35 | 17.09 | -22.10 | 20.31 | 20.22 | -5.12 | 37.47 | -6.34 | -7.02 | 1.53 | -7.71 | 8.03 | 15.75 | 4.24 | 13.03 | 12.69 | -13.16 | 19.66 | 28.17 | 18.77 | 36.55 | -6.19 | 23.89 | 16.49 | 1.75 |
| Sharpe Ratio | NA | 0.91 | 0.42 | 0.41 | 0.28 | NA | NA | … | … | 2.37 | -1.40 | 1.04 | 0.26 | 2.37 | -2.13 | 0.29 | -0.03 | 0.83 | 2.45 | -1.72 | 1.77 | 1.74 | -0.38 | 2.35 | -0.22 | -1.22 | -0.17 | -1.01 | 0.63 | 1.36 | 0.27 | 1.04 | 0.68 | -1.81 | 1.28 | -2.25 | 1.38 | 2.33 | -0.52 | 1.41 | 0.88 | 0.35 |
| Standard Deviation(%) | NA | 18.69 | 12.60 | 13.24 | 10.99 | NA | NA | … | … | 29.79 | 11.29 | 7.18 | 19.70 | 6.09 | 4.95 | 6.07 | 9.26 | 6.41 | 6.96 | 12.86 | 11.51 | 11.61 | 13.82 | 15.93 | 32.53 | 8.29 | 10.63 | 9.82 | 11.22 | 11.07 | 11.75 | 10.44 | 12.68 | 9.08 | 12.74 | 12.00 | 10.98 | 14.03 | 17.53 | 15.50 | 15.82 | 16.84 |
| Draw Down(%) | NA | 12.89 | 23.74 | 23.74 | 23.74 | NA | NA | … | … | 6.82 | 23.09 | 5.88 | 19.22 | 3.64 | 11.08 | 5.44 | 13.97 | 8.63 | 3.37 | 29.53 | 7.05 | 6.73 | 15.91 | 15.51 | 40.27 | 13.14 | 11.17 | 13.92 | 17.69 | 14.65 | 11.87 | 10.44 | 8.90 | 13.52 | 8.23 | 3.19 | 4.11 | 5.80 | 19.50 | 5.79 | 5.63 | 4.81 |
| Yield(%) | 0.00 | 2.98 | 3.68 | 3.96 | 4.00 | 5.29 | 4.42 | … | … | 0.70 | 3.07 | 3.93 | 3.71 | 4.04 | 4.16 | 4.99 | 5.03 | 5.46 | 6.65 | 5.13 | 5.76 | 6.32 | 5.16 | 6.12 | 4.74 | 4.86 | 5.15 | 5.35 | 5.63 | 5.90 | 5.59 | 5.18 | 6.31 | 5.39 | 6.06 | 7.23 | 7.88 | 9.61 | 8.18 | 10.39 | 8.93 | 0.00 |
Data as of 04/18/2023, Common starting date is 10/17/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUO (Nuveen Ohio Quality Municipal Income) |
-6.81%
Sep 2005 – Sep 2008 |
-2.49%
Dec 2003 – Dec 2008 |
0.43%
Oct 2012 – Oct 2022 |
3.20%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUO (Nuveen Ohio Quality Municipal Income) |
27.62%
Dec 1994 – Dec 1997 |
20.13%
Jan 1993 – Jan 1998 |
14.66%
Nov 1991 – Nov 2001 |
10.87%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart