Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNMAX (Nuveen Multi-Asset Income Fund) | 4.12% | 9.08% | 2.64% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNMAX (Nuveen Multi-Asset Income Fund) | 11/22/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | 9.08 | 2.64 | NA | NA | NA | NA | … | … | 4.12 | 9.26 | -3.99 | 2.68 | -32.98 | 0.05 |
| Sharpe Ratio | NA | 0.80 | 0.05 | NA | NA | NA | NA | … | … | 0.90 | 0.59 | -1.05 | -0.14 | -1.61 | 0.01 |
| Standard Deviation(%) | NA | 12.18 | 11.41 | NA | NA | NA | NA | … | … | 15.71 | 11.07 | 10.13 | 11.04 | 21.37 | 38.28 |
| Draw Down(%) | NA | 11.50 | 16.28 | NA | NA | NA | NA | … | … | 11.50 | 13.13 | 8.53 | 15.30 | 38.52 | 11.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 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 11/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNMAX (Nuveen Multi-Asset Income Fund) |
-13.01%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNMAX (Nuveen Multi-Asset Income Fund) |
4.37%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart