Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NXQ (Nuveen Select Tax-Free Income Portfolio 2) | NA | 5.19% | 8.87% | 6.94% | 5.49% | 5.15% | 5.52% | … | … |
Data as of 12/07/2021, Common starting date is 05/21/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NXQ (Nuveen Select Tax-Free Income Portfolio 2) | 05/21/1992 | 12/07/2021 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.23 | 5.19 | 8.87 | 6.94 | 5.49 | 5.15 | 5.52 | … | … | 1.81 | 7.97 | 13.72 | -3.80 | 4.73 | -2.70 | 0.59 | 10.03 | -12.28 | 3.91 | 6.52 | -8.35 | 8.18 | -3.60 | -4.72 | 4.88 | 2.46 | -1.96 | -1.34 | -0.88 | -3.07 | 7.69 | -20.61 | 6.07 | 4.66 | -2.48 | 16.35 | -14.05 | 11.01 | -9.17 |
| Sharpe Ratio | NA | 0.38 | 0.54 | 0.49 | 0.45 | NA | NA | … | … | 0.14 | 0.36 | -1.19 | -3.28 | -2.12 | -3.49 | -2.14 | -1.21 | -2.54 | -1.24 | -1.13 | -2.57 | -0.69 | -1.07 | -3.17 | -2.15 | -2.38 | -2.43 | -2.48 | -1.95 | -2.03 | -4.97 | 0.32 | 3.94 | -4.39 | -0.03 | -3.26 | -0.59 | 0.71 | -1.08 |
| Standard Deviation(%) | NA | 13.45 | 15.28 | 12.64 | 11.43 | NA | NA | … | … | 13.74 | 21.23 | 8.03 | 7.74 | 6.87 | 10.50 | 8.37 | 6.99 | 12.14 | 11.96 | 10.59 | 10.50 | 15.05 | 21.61 | 8.47 | 8.14 | 7.80 | 8.88 | 8.33 | 10.57 | 12.17 | 12.27 | 13.81 | 10.00 | 9.54 | 12.27 | 14.04 | 20.88 | 15.38 | 13.34 |
| Draw Down(%) | NA | 8.87 | 18.99 | 18.99 | 18.99 | NA | NA | … | … | 8.87 | 18.99 | 3.91 | 7.50 | 3.80 | 13.55 | 9.61 | 4.24 | 19.04 | 8.06 | 8.30 | 13.38 | 6.60 | 23.02 | 10.31 | 3.11 | 4.92 | 10.89 | 8.22 | 12.02 | 12.00 | 7.69 | 24.43 | 5.88 | 4.24 | 9.76 | 5.17 | 19.67 | 5.60 | 9.92 |
| Yield(%) | 0.33 | 3.50 | 3.82 | 3.79 | 4.04 | 4.19 | 4.67 | … | … | 3.16 | 3.32 | 3.71 | 3.59 | 3.61 | 3.83 | 4.00 | 5.02 | 4.36 | 4.72 | 5.13 | 4.74 | 5.01 | 4.97 | 4.58 | 4.77 | 5.14 | 5.46 | 5.83 | 6.56 | 5.59 | 6.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/07/2021, Common starting date is 05/21/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXQ (Nuveen Select Tax-Free Income Portfolio 2) |
-4.12%
Dec 1996 – Dec 1999 |
-1.07%
Jan 1995 – Jan 2000 |
0.63%
Oct 1993 – Oct 2003 |
1.88%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXQ (Nuveen Select Tax-Free Income Portfolio 2) |
11.73%
Aug 2013 – Aug 2016 |
8.37%
Jul 2011 – Jul 2016 |
7.00%
Feb 2011 – Feb 2021 |
5.93%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart