Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNIQX (Nuveen Intermediate Duration Quality Municipal Term Fd) | NA | 4.93% | -0.88% | 2.25% | 2.66% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 02/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNIQX (Nuveen Intermediate Duration Quality Municipal Term Fd) | 02/19/2013 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.93 | -0.88 | 2.25 | 2.66 | NA | NA | … | … | 0.93 | -11.85 | 3.24 | 5.62 | 9.09 | 0.98 | 5.27 | -4.36 | 0.07 | 14.54 | -8.71 |
| Sharpe Ratio | NA | -0.26 | -0.94 | 0.06 | 0.35 | NA | NA | … | … | -1.08 | -2.57 | 1.44 | 0.53 | 3.56 | -0.18 | 1.75 | -1.17 | 0.01 | 5.77 | -1.70 |
| Standard Deviation(%) | NA | 3.36 | 3.62 | 5.42 | 4.33 | NA | NA | … | … | 2.86 | 5.16 | 2.23 | 10.09 | 2.16 | 1.88 | 2.67 | 3.89 | 2.64 | 2.52 | 5.86 |
| Draw Down(%) | NA | 2.94 | 15.50 | 15.50 | 15.50 | NA | NA | … | … | 2.94 | 15.14 | 2.46 | 15.45 | 2.10 | 2.34 | 1.84 | 10.04 | 5.18 | 1.97 | 14.05 |
| Yield(%) | 0.00 | 1.90 | 2.74 | 2.97 | 2.56 | 1.57 | 1.18 | … | … | 1.40 | 2.88 | 3.40 | 2.95 | 2.78 | 2.86 | 1.16 | 0.00 | 0.36 | 4.70 | 1.68 |
Data as of 10/16/2023, Common starting date is 02/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNIQX (Nuveen Intermediate Duration Quality Municipal Term Fd) |
-1.92%
Oct 2019 – Oct 2022 |
0.54%
Apr 2013 – Apr 2018 |
1.47%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNIQX (Nuveen Intermediate Duration Quality Municipal Term Fd) |
7.63%
Aug 2013 – Aug 2016 |
5.04%
Nov 2016 – Nov 2021 |
2.89%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart