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
NVHCX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND – CLASS C2) NA 9.70% 3.99% 3.21% NA NA NA
Data as of 08/04/2021, Common starting date is 02/05/2013
More Performance Analytics Comparison
Name Start Date End Date
NVHCX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND – CLASS C2) 02/05/2013 08/04/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 9.70 3.99 3.21 NA NA NA 4.85 -1.15 7.14 2.71 7.29 -0.55 2.33 6.76 -4.20
Sharpe Ratio NA 5.87 0.72 0.67 NA NA NA 6.02 -0.19 4.12 0.96 4.05 -0.33 1.44 5.27 -1.88
Standard Deviation(%) NA 1.59 4.35 3.59 NA NA NA 1.39 7.24 1.39 1.45 1.65 2.29 1.60 1.28 2.48
Draw Down(%) NA 0.96 13.57 13.57 NA NA NA 0.96 13.57 0.85 0.91 0.78 6.01 1.38 0.63 6.81
Yield(%) 0.00 2.74 2.95 2.89 2.04 1.36 1.02 1.35 3.01 3.12 3.16 3.22 2.58 2.88 0.81 0.00
Data as of 08/04/2021, 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
NVHCX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND – CLASS C2) 1.82%
Oct 2017 – Oct 2020
1.91%
Apr 2015 – Apr 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NVHCX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND – CLASS C2) 6.28%
Feb 2017 – Feb 2020
4.12%
Feb 2015 – Feb 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return