Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNCMX (Nuveen California AMT-Free Quality Municipal Income Fund) | -0.74% | 2.91% | -2.60% | -6.68% | -2.20% | 0.65% | 0.06% | … | … |
Data as of 06/08/2026, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNCMX (Nuveen California AMT-Free Quality Municipal Income Fund) | 12/30/2002 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 2.91 | -2.60 | -6.68 | -2.20 | 0.65 | 0.06 | … | … | -0.74 | -5.76 | -4.18 | 3.15 | -21.73 | -2.18 | 4.05 | 13.12 | -0.97 | 5.89 | -5.12 | 1.65 | 23.04 | -7.21 | 7.91 | 9.04 | -5.12 | 17.54 | -20.05 | -1.80 | 1.01 | 0.20 | 1.23 | 0.76 | 0.21 |
| Sharpe Ratio | NA | 0.00 | -0.79 | -1.26 | -0.51 | NA | NA | … | … | -0.78 | -0.94 | -1.80 | -0.15 | -2.74 | -0.74 | 0.25 | 3.37 | -0.74 | 1.40 | -1.07 | 0.47 | 7.19 | -1.12 | 2.26 | 1.56 | -0.91 | 2.53 | -1.35 | -1.16 | -0.69 | -0.49 | 0.04 | 0.01 | NA |
| Standard Deviation(%) | NA | 5.06 | 7.43 | 7.27 | 7.45 | NA | NA | … | … | 5.41 | 9.35 | 5.97 | 7.31 | 8.48 | 2.99 | 15.09 | 3.48 | 3.09 | 3.78 | 4.97 | 3.42 | 3.20 | 6.45 | 3.51 | 5.76 | 5.72 | 6.91 | 15.45 | 4.15 | 3.28 | 4.02 | 6.97 | 7.45 | 0.00 |
| Draw Down(%) | NA | 5.10 | 15.63 | 33.47 | 34.24 | NA | NA | … | … | 5.10 | 11.57 | 6.00 | 15.03 | 27.20 | 4.20 | 20.67 | 2.74 | 4.66 | 2.33 | 13.46 | 5.88 | 1.81 | 14.56 | 3.27 | 6.75 | 11.79 | 6.29 | 29.03 | 6.71 | 4.00 | 4.96 | 12.05 | 12.66 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.96 | 1.60 | 1.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 4.14 | 4.20 | 1.26 | 0.41 | 0.45 | 6.16 | 4.63 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNCMX (Nuveen California AMT-Free Quality Municipal Income Fund) |
-10.95%
Oct 2020 – Oct 2023 |
-7.29%
Jul 2020 – Jul 2025 |
-2.15%
Mar 2016 – Mar 2026 |
-0.12%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNCMX (Nuveen California AMT-Free Quality Municipal Income Fund) |
11.39%
Aug 2013 – Aug 2016 |
7.76%
Mar 2011 – Mar 2016 |
5.28%
Jan 2011 – Jan 2021 |
2.52%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart