Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYV (Nuveen New York Municipal Value Fund 2) | NA | -28.58% | -8.03% | -6.42% | 0.31% | NA | NA | … | … |
Data as of 04/12/2021, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYV (Nuveen New York Municipal Value Fund 2) | 05/04/2009 | 04/12/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.50 | -28.58 | -8.03 | -6.42 | 0.31 | NA | NA | … | … | 7.14 | -36.45 | -24.59 | -8.58 | -0.45 | -0.42 | 8.17 | 13.98 | -9.31 | 12.26 | 9.72 | 2.58 | 1.09 |
| Sharpe Ratio | NA | -0.58 | -0.25 | -0.25 | 0.00 | NA | NA | … | … | 2.10 | -0.61 | -0.66 | -0.76 | -0.08 | -0.04 | 0.67 | 1.50 | -0.75 | 1.14 | 0.99 | 0.20 | 0.11 |
| Standard Deviation(%) | NA | 54.66 | 35.86 | 28.97 | 21.88 | NA | NA | … | … | 13.85 | 59.99 | 39.94 | 12.98 | 13.48 | 14.05 | 12.18 | 9.32 | 12.44 | 10.79 | 9.78 | 12.51 | 14.50 |
| Draw Down(%) | NA | 43.41 | 46.19 | 46.19 | 46.19 | NA | NA | … | … | 4.06 | 46.19 | 34.31 | 10.40 | 10.66 | 11.12 | 6.18 | 4.08 | 17.67 | 5.62 | 6.78 | 13.74 | 12.23 |
| Yield(%) | 0.14 | 2.90 | 3.86 | 3.63 | 4.47 | 3.48 | 2.61 | … | … | 0.73 | 2.66 | 5.17 | 3.60 | 4.86 | 4.30 | 4.20 | 4.92 | 4.20 | 4.64 | 5.22 | 5.33 | 3.06 |
Data as of 04/12/2021, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYV (Nuveen New York Municipal Value Fund 2) |
-14.62%
Jun 2017 – Jun 2020 |
-7.63%
Feb 2016 – Feb 2021 |
-1.48%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYV (Nuveen New York Municipal Value Fund 2) |
11.37%
Jun 2009 – Jun 2012 |
8.00%
Jul 2011 – Jul 2016 |
5.62%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart