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
NVHAX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) 1.90% 4.77% 4.28% 1.91% 2.95% NA NA
Data as of 06/05/2026, Common starting date is 02/05/2013
More Performance Analytics Comparison
Name Start Date End Date
NVHAX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) 02/05/2013 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.11 4.77 4.28 1.91 2.95 NA NA 1.90 2.28 7.07 3.34 -7.26 8.22 -0.33 7.72 3.22 7.82 -0.09 2.81 6.89 -4.20
Sharpe Ratio NA 0.94 0.31 -0.19 0.38 NA NA 0.89 -0.16 1.06 -0.10 -2.14 5.01 -0.08 4.40 1.23 4.16 -0.13 1.69 5.19 -1.89
Standard Deviation(%) NA 2.25 3.34 3.31 3.45 NA NA 2.22 3.83 3.24 3.06 4.08 1.64 7.10 1.42 1.50 1.73 2.34 1.65 1.32 2.46
Draw Down(%) NA 1.80 4.53 10.64 13.57 NA NA 1.80 4.03 3.54 4.34 10.61 0.96 13.57 0.85 0.87 0.78 5.92 1.23 0.60 6.81
Yield(%) 0.00 4.43 4.53 3.72 3.65 2.88 2.16 1.55 4.88 4.64 4.18 2.96 3.37 3.53 3.67 3.65 3.72 3.05 3.35 0.94 0.00
Data as of 06/05/2026, Common starting date is 02/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NVHAX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) -0.68%
Oct 2019 – Oct 2022
1.37%
Oct 2018 – Oct 2023
2.38%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NVHAX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) 6.82%
Feb 2017 – Feb 2020
5.37%
Nov 2016 – Nov 2021
3.45%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return