Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNACX (Nuveen California Quality Municipal Income Fund) | 2.87% | 11.75% | 3.82% | -1.36% | 0.89% | 2.99% | 1.52% | … | … |
Data as of 06/05/2026, Common starting date is 10/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNACX (Nuveen California Quality Municipal Income Fund) | 10/28/1999 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 11.75 | 3.82 | -1.36 | 0.89 | 2.99 | 1.52 | … | … | 2.87 | 2.11 | 1.33 | 6.87 | -17.97 | 1.82 | 6.64 | 12.09 | -0.88 | 5.26 | -4.88 | 0.94 | 22.04 | -7.29 | 11.13 | 11.25 | -5.19 | 23.38 | -25.32 | -3.72 | -0.57 | 1.31 | 0.70 | 1.23 | 6.49 | -0.48 | 19.46 | -0.57 |
| Sharpe Ratio | NA | 1.97 | 0.08 | -0.57 | -0.11 | NA | NA | … | … | 0.90 | -0.09 | -0.42 | 0.44 | -2.39 | 0.67 | 0.46 | 3.35 | -0.83 | 1.35 | -1.09 | 0.26 | 6.97 | -1.05 | 2.78 | 1.99 | -0.89 | 3.36 | -1.74 | -1.73 | -1.26 | -0.26 | -0.04 | 0.09 | 1.01 | -0.59 | 2.67 | -0.88 |
| Standard Deviation(%) | NA | 4.62 | 7.03 | 6.86 | 6.90 | NA | NA | … | … | 4.80 | 8.41 | 5.50 | 7.37 | 8.16 | 2.68 | 13.72 | 3.17 | 2.75 | 3.41 | 4.69 | 3.48 | 3.16 | 6.99 | 4.02 | 5.64 | 5.94 | 6.94 | 15.06 | 3.98 | 3.18 | 3.62 | 6.30 | 5.60 | 5.32 | 5.05 | 5.72 | 7.92 |
| Draw Down(%) | NA | 4.25 | 12.09 | 25.93 | 25.93 | NA | NA | … | … | 4.25 | 10.39 | 4.23 | 13.01 | 25.03 | 3.58 | 18.70 | 2.44 | 4.01 | 2.02 | 12.37 | 6.36 | 1.63 | 15.97 | 3.92 | 6.47 | 12.85 | 6.36 | 32.44 | 6.57 | 3.82 | 3.80 | 10.70 | 9.59 | 6.51 | 7.04 | 8.20 | 5.38 |
| Yield(%) | 0.00 | 7.89 | 6.04 | 4.22 | 3.66 | 4.05 | 2.65 | … | … | 3.17 | 7.17 | 5.82 | 3.56 | 3.83 | 4.03 | 3.96 | 4.41 | 4.38 | 1.68 | 0.39 | 0.50 | 6.62 | 5.16 | 0.54 | 1.17 | 0.00 | 1.16 | 0.00 | 0.00 | 0.00 | 1.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNACX (Nuveen California Quality Municipal Income Fund) |
-10.58%
Dec 2005 – Dec 2008 |
-6.12%
Dec 2003 – Dec 2008 |
-1.30%
Mar 2001 – Mar 2011 |
0.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNACX (Nuveen California Quality Municipal Income Fund) |
11.09%
Aug 2013 – Aug 2016 |
8.34%
Mar 2011 – Mar 2016 |
5.79%
Jan 2011 – Jan 2021 |
3.80%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart