Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NZH (Nuveen CA Dividend Advantage Muni 3) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 03/02/2017, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZH (Nuveen CA Dividend Advantage Muni 3) | 10/04/2001 | 11/04/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | 2.44 | 11.05 | 26.31 | -15.05 | 12.87 | 21.54 | 3.40 | 50.40 | -26.30 | -12.99 | 13.40 | 17.03 | 4.81 | 7.31 | 7.08 | 49.61 |
| Sharpe Ratio | NA | 0.50 | 1.30 | 0.74 | 0.30 | NA | NA | … | … | 0.26 | 1.11 | 3.41 | -1.13 | 1.29 | 1.80 | 0.28 | 2.42 | -0.67 | -1.68 | 1.19 | 1.65 | 0.41 | 0.67 | 0.47 | 4.08 |
| Standard Deviation(%) | NA | 10.51 | 9.49 | 10.42 | 17.30 | NA | NA | … | … | 10.34 | 9.96 | 7.72 | 13.34 | 10.00 | 11.93 | 12.02 | 20.80 | 40.20 | 9.55 | 8.55 | 8.98 | 9.45 | 9.80 | 12.73 | 108.29 |
| Draw Down(%) | NA | 12.36 | 12.36 | 22.11 | 48.93 | NA | NA | … | … | 12.36 | 7.65 | 3.50 | 21.99 | 8.27 | 7.86 | 15.14 | 13.71 | 45.46 | 16.04 | 4.28 | 7.07 | 14.23 | 11.43 | 8.44 | 11.96 |
| Yield(%) | 0.35 | 6.12 | 7.01 | 6.41 | 5.49 | 5.62 | 4.16 | … | … | 5.02 | 5.97 | 7.07 | 5.53 | 6.40 | 7.56 | 7.29 | 8.57 | 5.54 | 4.76 | 5.59 | 6.56 | 6.49 | 6.47 | 6.42 | 0.96 |
Data as of 03/02/2017, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZH (Nuveen CA Dividend Advantage Muni 3) |
-10.07%
Dec 2005 – Dec 2008 |
-2.26%
Dec 2003 – Dec 2008 |
4.68%
Nov 2003 – Nov 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZH (Nuveen CA Dividend Advantage Muni 3) |
23.64%
Dec 2008 – Dec 2011 |
12.63%
Dec 2008 – Dec 2013 |
7.80%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart